After President Trump’s “Liberation Day” triggered panic in April, the spring bounce-back gave way to continued turbulence over the summer. Key components of the driving dynamic were the political volatility in the USA with respect to internal and international issues…
Author: Rose Ann Dizon
Commentary July 2025 – Past the First Speed Bump
Reblogged from Brintab The quarter opened with the US initiation of tariffs against all major trading partners. This led to major waves of panic around the globe and a real roller coaster for stock markets. Thanks primarily to a cautious…
Posted in Asset Allocation, Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, business cycle, canadian dollar, capital gains, currencies, economic cycle, equities, exchange rate, investing, investment, long term investment, preferred bonds, stocks
Commentary April 2025 – Clarity About to Improve
Reblogged from Brintab This quarter the media attention and investment market impact was all focused on the new US President Donald Trump, inaugurated on January 20. Although the President did have the benefit of a supportive Senate and House, he…
Commentary January 2025 – Preparing for New Directions
Reblogged from Brintab This fall the economy and the markets were undisputably fixated on the US election more than anything else. As the promises on both sides of the aisle scaled the cliffs of outrageousness, in the end the Republican…
Posted in Asset Allocation, Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: bonds, currencies, equities, interest rates, investing, investment, investment strategy
Commentary October 2024 – Wobbling Toward a Cooler Economy
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…
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 January 2024 – A Tale of Two Sectors
Reblogged from Brintab The Autumn season in the markets was punctuated by concerns over the Israeli-Hamas fighting and its geopolitical impacts, watching with bated breath about how consumers would digest the insidious impact of interest rates, and in China a…
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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 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