‘Twas the market before Christmas, when all through the day
Money was flowing in every which way.
Stocks were falling with much fanfare,
In hopes that the Fed would soon care.
Trump nested down in h...
Market volatility has increased markedly over the past two months. There are several macro concerns fostering consternation and a concern among investors. Here are a couple to consider with some narra...
As we have written in previous reports, what fundamentally drives economic growth over the long term is the change in a country’s workforce and its change in productivity. This is the simple equation:...
It may be hard to fathom and remember but ten years ago, the world was falling apart. Stock markets were beginning a dramatic free-fall, people were afraid banks would close and the entire financial s...
Populism is reverberating throughout the world. It manifests via polarised political outcomes; trade skirmishes or immigration backlash and it affects nearly all regions. In fact, demographically we a...
I just got back from a recent jaunt in China. It was my first time to “mainland” China and what follows are some of my thoughts brought about from my experiences there. It is worth noting that this wa...
Facebook woes have recently been front page news. The data breach saga has been narrated ad nauseam so we won’t bore you with the details but we will discuss some investment merits of dominant interne...
Donald Trump announced tariffs on steel and aluminium last week. Although the US president feels “trade wars are good, and easy to win” I would suggest they are neither good nor easy.
Although small t...
The Berkshire Hathaway’s annual shareholder letter has always been a special event for this writer as I continue to be a devout follower of Warren Buffett. Warren is not shy to admit his mistakes, off...
If you have been following the markets over the past five years inflation has not really been on your radar. In fact the spectre of inflation has been continually elusive — until now.
The common diat...
