The Guardian

Markets usually react to news in a millisecond. There are some market factors, however, that have a slower burn. Prices take longer to adjust because a trend creeps up on us, runs counter to our previous experience, or is expected to return to ...

In our household, the political discussions are vigorous. Trump, Trudeau, deficits and pipelines are regularly in the mix. For me, however, one of the biggest issues facing society today is increasing complexity. How do we cope with the complexity ...

In Malcolm Gladwell’s latest book, Talking to Strangers, he writes about the concept of alcohol myopia. It’s a theory that alcohol causes drinkers to focus on their immediate environment. As Wikipedia puts it, intoxicated individuals act rashly, ...

You’ve been given a gift. The stock and corporate bond markets have had an eye-watering recovery, and the housing market is showing strength too. You now have an opportunity to do a thorough portfolio review from a position of strength instead of ...

Seventy per cent of Canadian households own their own home. Some also have vacation homes and income properties. Despite this, real estate is rarely considered when determining an investor’s mix of financial assets. GICs, bonds, stocks and pensions ...

There’s one investment question that’s being talked about almost as much as the weather. It goes something like this: “Why does the stock market keep going up? The economy is a mess.” Why indeed? The path out of this recession is anything but ...

I received a note last week from a reader who took issue with my ‘buy and hold’ investing philosophy. “It usually works over the long term but not always,” was the way he put it. He also said there are no “hard ...

I turned 65 this spring and for some strange reason, now find myself prone to pontificating. That includes pouring my hard-earned wisdom onto young business partners and unsuspecting nephews. It’s hard to resist because today’s youth are taking ...

Things move quickly in our digital world. An email sent from Vancouver is received in Mumbai in seconds. Rumours spread on Twitter in a heartbeat. And stocks and bonds react instantly to new information. In March, price declines were head-spinning ...

It’s a particularly interesting time to be an equity manager given that the market is being led by a narrow group of stocks, which makes it difficult to beat the indexes, but raises up some interesting factoids. For example, the big five tech ...