Reblogged from Brintab Corp. The first quarter of 2023 had markets driven most dramatically by US interest rates, their repercussions, and whether the US Federal Reserve would pivot from an interest rate increasing phase to an interest rate decreasing phase.…
Category: Asset Allocation
Commentary July 2023 – Déjà vu from 2000
Posted in All Archives, Asset Allocation, Investment, Risk Management Tagged with: bear market, bonds, business cycle, canadian dollar, contrarian, correction, Counter-cyclical, currencies, economic cycle, equities, exchange rate
Commentary April 2023 – Will the Fed Pivot
Reblogged from Brintab Corp. The first quarter of 2023 had markets driven most dramatically by the US interest rates, their repercussions, and whether the US Federal Reserve would pivot from an interest rate increasing phase to an interest rate decreasing…
Posted in All Archives, Asset Allocation, Financial Planning, Investment, Risk Management, Uncategorized Tagged with: bonds, business cycle, canadian dollar, correction, Counter-cyclical, currencies, economic cycle, equities, exchange rate, investing, investment, investment strategy, long term bonds, long term investment, market correction, pullback, recession, stocks, volatility
Commentary January 2023 – Applying the Brakes Worked
Reblogged from Brintab Corp. As summer led to fall wild rebounding growth began to yield to taming. Markets were somewhat pulled back into line to begin to reflect a more conventional reality. Since investment markets tend to anticipate and “front…
Posted in Asset Allocation, Investment, Risk Management, Uncategorized Tagged with: duration, Japanese Yen, long bonds, USD/CAD
Commentary October 2022 – Interest Rate Increases Start Cooling the Economy
reblogged from Brintab.com During the summer we saw the first shoots starting to appear of interest rate increases reducing the extreme intensity of inflation and thus beginning to cool off the economy. More fading of high single digit inflation is…
Posted in All Archives, Asset Allocation, Financial Planning, Investment, Risk Management, Uncategorized Tagged with: bear market, bonds, business cycle, canadian dollar, contrarian, correction, Counter-cyclical, currencies, economic cycle, equities, exchange rate, investing, investment, investment strategy, long term bonds, long term investment, market correction, market timing, prudent portfolio, pullback, recession, stocks, value investing, volatility
Commentary July 2022 – Central Bankers Start Taking Inflation Seriously
reblogged from Brintab Corp. This quarter, as inflation continued to thrust forward, the US Federal Reserve aggressively raised interest rates to try to get their inflation-busting measures back on track after being caught off-guard earlier in the year. The only…
Posted in All Archives, Asset Allocation, Financial Planning, Investment, Risk Management, Uncategorized Tagged with: bonds, business cycle, canadian dollar, currencies, economic cycle, interest rates, stock market cycle, stocks, tlt, tlt etf
Commentary April 2022 – Inflation Goes Into Overdrive
Reblogged from Brintab As the developed world navigated past the Omicron virus wave, various factors lengthened and/or accelerated the inflation we once hoped would be transitory. On the economic demand-growth side, various economies saw increased consumer activity, especially in leisure…
Posted in Asset Allocation, Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, canadian dollar, covid19, currencies, equities, exchange rate, pandemic, preferred bonds
Commentary October 2021 – Beyond Delta
reblogged from Brintab This summer’s markets were initially driven primarily by concern regarding the potential impact of the Covid Delta variant worldwide. As summer turned to fall the Delta variant’s fade gradually became clear and the dominant factor shifted to…
Posted in All Archives, Asset Allocation, Financial Planning, Investment, Risk Management, Uncategorized Tagged with: canadian dollar, delta, long term bonds, rogers, snowbird
Commentary April 2021 – A World Refocusing
Reblogged from Brintab.com As the winter progressed, markets were driven more than anything by increasing signs of successful vaccine rollout and hence risk reduction in the global economy. Early in the quarter markets bounced around a bit but the month…
Posted in All Archives, Asset Allocation, Financial Planning, Investment Tagged with: capital goods, Counter-cyclical, prudent portfolio, Rogers Communications, Shaw Communications
Commentary January 2021 – Coping with the Froth
Reblogged from www.brintab.com This fall we saw mostly continuation of trends from the summer best described as splitting of the investment world. The prospects of a Covid19 vaccine and US government spending triggered major shifts in currency and certain stocks…
Commentary October 2020 – a touch of rationality
Reblogged from Brintab.com After markets recovered this spring from the worst of the pandemic impact, the summer was a season of optimism, perhaps misplaced optimism, while a little bit of realism arrived with the coming of fall. There will likely…
We’ve just witnessed the stock market’s echo, echo, echo!
Reblogged from brintab.com The echo has arrived. Over the course of the spring and summer I have often talked about how most major stock market pullbacks are followed by a rise up and then a second pullback. That second pullback…