The Angst of a Grizzled and Weathered Portfolio and Wealth Manager

OK, let’s start with it right out of the gates. Would I have loved to have bought the NASDAQ three years ago at around 10,000? You bet! At the October close of 23,700 that would be a 137% return over three years. Who wouldn’t want that kind of return?

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The Case for Non-Marked-to-Market Investments

In today’s financial climate, uncertainty seems to be the o...

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The Folly of Higher and Higher Returns

These are comments I never had with a fictional client that I hav...

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Investment Thoughts - Markets by Howard Marks, The Yen Carry Trade and EdgePoint's Journey

Every now and them we come across a real investment theory golden...

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There Seems to be a Consensus Brewing

“Be greedy when others are fearful and be fearful when othe...

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Not So Fundamental Valuations

For the past year or so, artificial intelligence or AI has been o...

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Hey Les, where's the market correction?

As we move through 2023, our portfolios have accumulated higher l...

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Interest Rates, Artificial Intelligence, and Money Supply

It’s becoming clear that the historic rise in current inter...

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Push Until Something Breaks

Key Takeaways: We are currently getting paid over 4.5 per cent i...

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What do you know about Flation?

Deflation, reflation, hyperinflation, stagflation or the very pop...

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The easy money has been made. What’s in your portfolio?

Those who think the stock market is easy might want to rethink th...

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Is it better to buy at the top or sell at the bottom?

People often ask me as an advisor if they should be buying or sel...

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Market jewels, or ramblings, from today and yesterday.

This has been a fun week in the world equity markets. Fun if you ...

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The Psychological Stock Market Cycle

If you were to look in the mirror, and be honest, where do you fe...

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