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Observations from 2018, Optimism for 2019

As 2019 starts, the market continues its gyrations that began in September 2018. Volatility has indeed increased over the last 3 months but only relative to the last 2 years where it has been quite subdued. We go back 100 years (i.e. since 1920) and look at the day-to-day and intraday volatilities and our conclusion […]

Should we be worried about the longest bull market in history?

Investors who are betting on the end of the longest bull market in the history of the United States play a dangerous game, warns Vincent Fournier, portfolio manager at Claret. According to him, the rise of protectionism can, in the short term, provide stock markets with a tailwind. However, Mr. Fournier adds that rising interest […]

Why is the recent rise in bond rates so important?

US 10-year bonds crossed the 3% mark this week for the first time since 2014. Vincent Fournier, Portfolio Manager at Claret, explains why the stock markets is worried about it. Watch this French interview on Les Affaires  

The Psychology of Money Management

Within the process of building and maintaining your long term financial well-being, achieving a reasonable rate of return on your investments is the obvious main contributor. Yet, the lack of understanding regarding the psychology side of money management has been one of the biggest roadblocks for investors in achieving their goals. In this letter, we […]

To avoid getting seasick, keep your eyes looking on the horizon

To avoid getting seasick, keep your eyes looking on the horizon 2015 has not been a good year for stock pickers in general, and especially for the ones who favour the value investing philosophy. As an example, Warren Buffett’s Berkshire Hathaway was down 12.5% (in USD terms). In fact, it is the tale of 2 […]

Stock markets at historical valuations

Stock markets at historical valuations Overall stock market indices keep marching on after a wonderful year in 2013 and delivered roughly a 5% increase for the first quarter (in CAD). As a reminder, March 2014 is the five-year anniversary of the February 2009 market bottom. During this 5 year period, we have experienced a non-functioning […]

The slump continues in the stock market

Are we witnessing the beginning of a market correction or simply the birth of a long bear market? Certainly, stock markets around the globe have continued their slump on Monday. Read this French article on La Presse

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