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…
Category: Asset Allocation
Commentary April 2022 – Inflation Goes Into Overdrive
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…