Reblogged from Brintab In the July letter I noted that the transition of economic cycles between growth and recession is rarely a smooth path and that was evident that last month. Note that I am often primarily referring to…
Tag: equities
Commentary October 2024 – Wobbling Toward a Cooler Economy
Posted in Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, currencies, equities, stocks
Commentary July 2024 – Getting through Indigestion
Reblogged from Brintab As winter gave way to spring we began to hear more and more that the tightening effect of higher interest rates is showing up in various parts of the economy. There have been reports of weaker markets…
Posted in Asset Allocation, Financial Planning, Investment, Uncategorized Tagged with: bonds, capital gains, currencies, equities, interest rates, stock market cycle
Commentary April 2024 – Getting through Indigestion
Reblogged from Brintab This winter we witnessed coping with foggy economic conditions in various parts of the world, from China to the Middle East, Ukraine, and North America. Not to say things were dire per se, but we waited…
Posted in Asset Allocation, Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, currencies, equities, preferred bonds
Commentary October 2023 – Ready for a Turn
Reblogged from Brintab This summer into fall, markets have been fixated on the economic “soft landing” narrative and the notion of rates being higher for longer. It is true that circumstances have made it tougher than in past cycles to…
Posted in Asset Allocation, Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, canadian dollar, canadian exchange rate, currencies, equities
Commentary July 2023 – Déjà vu from 2000
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.…
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 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 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 January 2022 – Digesting Omicron and Persistent Inflation Impact
Reblogged from Brintab Commentary January 2022 – Digesting Omicron and Persistent Inflation Impact There were many winds washing through the markets in the months leading up to the New Year. Hence it was a tumultuous time. To name a few: The…
Posted in Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, canadian dollar, covid19, embridge, equities, exchange rate, fairfax financial, pandemic, preferred bonds
Commentary July 2021 – Assessing Economic Progress
Reblogged from Brintab.com With the gradual reopening of businesses post-Covid, we are seeing glimmers of hope regarding the economic recovery. Still, the pandemic created chaos that continues to settle out bit by bit. There were changed buying habits, pent up…
Posted in Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, canadian dollar, covid19, enbridge, equities, exchange rate, fairfax financial, pandemic, preferred bonds