Posted on April 20th, 2015 by Jeff Pollock

Jeff Pollock April 20, 2015 The remarkable appreciation of the US dollar over the past twelve months has not gone unnoticed. Since April 2014, the global reserve currency has appreciated by almost 20 percent. As capital piles in to the greenback, at least three outcomes are likely to follow. If history is any guide, multiple […]

Posted on April 19th, 2015 by David Baskin

David Baskin April 19, 2015 Interest rates are one of our best tools for figuring out what is going on in the economy, and for guessing what is most likely to happen next.  Low interest rates spur economic activity by making it easier for both people and companies to buy things.  Lower mortgages allow renters […]

Posted on April 13th, 2015 by Jeff Pollock

By: Jeff Pollock April 13, 2015 “Change or die,” wrote Alan Deutschman in his well-regarded book of the same name. This slogan reflects the experience of many countries, cities, industries, and companies. In 1930, Detroit was America’s fastest growing city. Henry Ford’s Model T automobile was truly a remarkable innovation. While it wasn’t the first […]

Posted on April 6th, 2015 by Jeff Pollock

By: Jeff Pollock April 6, 2015  The fruits of compound interest aren’t much of a secret anymore. Albert Einstein famously said, “[compound interest is] the greatest mathematical discovery of all time.” However, compound interest isn’t exactly the same as “buy and hold.” Depending on his portfolio turnover, an investor can be invested his whole life […]

Posted on March 30th, 2015 by Jeff Pollock

By: Jeff Pollock March 30, 2015 (WASHINGTON, September 17-2015) – Federal Reserve Chair Janet Yellen announced today a 25 basis point increase in the Federal Funds Rate, breaking the Federal Open Market Committee’s zero-interest rate policy set back in dark days of the financial crisis in 2008. Yellen’s actions this afternoon were consistent with her […]

Posted on March 19th, 2015 by Barry Schwartz

By Barry Schwartz As of last week, we have now reduced our client’s weighting in energy producers to zero. Here’s what we know. We know that with the price of oil at these levels, our favourite energy names (Suncor and Canadian Natural Resources) aren’t covering their capital budgets and dividend payments. As a result of […]