market cycles

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Has the rotation begun?

I’m convinced that technology and stay-at-home stocks will outperform over the longer term. However, it is my belief that in […]

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More market musings

Lately I’ve been posting the odd blog with musings and thoughts of my own, and some drawn from various outside […]

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Does it matter to investors who wins the US election?

I read somewhere that lower corporate taxes (in the USA) were responsible for about 10 per cent of share price […]

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Have your cake & eat it too.

I’ve noted here that a handful (11, actually) of  growth stocks have been responsible for the majority of the post-March […]

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FOMO: Learning from a legend, and the next stocks to buy

Incompetent people are at a double disadvantage since they are not only incompetent, but unaware of it. Behavioral Scientist, April […]

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Back to basics

First things first: I was booked to be on BNN’s MarketCall show on Friday May 8th. Like all of the […]

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Skeptic

As I age, I become more of a skeptic. As Canadian rock group Rush once sang in their hit “Tom […]

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Another collage of insights, opinions, and ponderings

I’m not very confident in the complete accuracy of any analysis out there, including my own. How’s that for a […]

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Just another ending of the world

For fun, here is a summary of news headlines from the past couple of weeks as market literally went up, […]

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Learning to walk

A reader sent me an email recently asking about a chart I had posted on a blog many months ago. […]

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