A picture is worth a thousand words
October 24, 2008
We don’t have to tell you what happened since our last quarterly report. A picture is worth a thousand words. Now that panic has set
Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
We don’t have to tell you what happened since our last quarterly report. A picture is worth a thousand words. Now that panic has set
Now, it is official: the correction in all but a few stock markets for the last 8 months has just been reclassified as a “Bear
Credit market turmoil has continued during the first quarter of 2008, with several more financial institutions being forced to take huge write-offs and raise new
2007 was a year marked by higher volatility than investors were accustomed to since the beginning of the current bull market of 2003. Particularly, Canadian
What a quarter! Stock markets have finally experienced their first 10% correction since the beginning of 2003. An apparent liquidity crisis developed in the asset-backed
Stock markets have been quite strong globally, as you can see from the performance numbers shown above. Unfortunately, for Canadians who tend to diversify their
While the markets finished the quarter on a positive note, the ride was certainly a bumpy one. Volatility this quarter was caused by two events:
Most business owners spend years building their holding company, reinvesting profits, growing a portfolio, and watching value compound. Few pause to ask a fundamental question:
When we think about retirement (QPP vs OAS) one of the first questions that often comes to mind is: “What will my sources of income
Every spring, millions of Canadians sift through their T4 or RL-1 slips and then pause at a line that often raises eyebrows: Pension Adjustment (Box
Looking back at 2025, the topics you were most interested in shared a common thread: a desire to understand better long-term outcomes in a market