Is the stock market catching the virus?
by Tom Bradley The coronavirus (COVID-19) is a rapidly evolving story and is being well covered by the media. Its impact on the stock market is also being talked about. It’s becoming one of those macro...
View ArticleAir Canada — A contrarian's dream or nightmare?
by Tom Bradley I live in Vancouver and during the last financial crisis in 2008/09, one stock was the talk of the town — Teck Resources. Teck is a diversified commodity producer based here in...
View ArticleThe Rebound
by Scott Ronalds If you’re looking for a new show to binge during ‘Phase 2’ of the lockdown, I recommend Netflix’s The Last Dance. The 10-part documentary chronicles Michael Jordan and the Chicago...
View ArticleWhy is the market surging in the face of so much uncertainty?
by Tom Bradley Markets have a way of making you feel smart, then dumb, then smart, dumb, smart, etc. Consider the last few months. In March, portfolios plunged, and hindsight reared its ugly head....
View ArticleWalking among giants: Technology's growing dominace of the U.S. market
by Tom Bradley At times in every stock market cycle, there will be a proliferation of factoids. These little morsels are fun and usually point out something that seems to be out of whack. In a...
View ArticleRRSP transfers: The dark side
by Tom Bradley When you look up the word ‘asymmetric’ in the dictionary, it says, “having two sides or halves that are not the same.” It’s a word we use often when talking about investments. We’re...
View ArticleThe 2020 Bank Profit Indicator
by Tom Bradley It’s been a tough year for many people and for the country in general. The government is running huge deficits to keep things going while we wait for vaccines to be broadly distributed....
View ArticleImportant numbers for 2021
by Scott Ronalds With the turn of the calendar fast approaching, we thought it would be timely to update you on a few important numbers for 2021. First off, the TFSA limit. The maximum contribution...
View ArticleBig lessons from history
by Tom Bradley I do a ton of reading and sometimes send articles or papers around to friends who I think might be interested (or need convincing!). I did this recently with an article by Morgan Housel...
View ArticleWhat is ESG integration?
by Salman Ahmed In a previous blog we looked at the three main branches of responsible investing – ESG integration, SRI, and impact investing. All Steadyhand funds fall under ESG integration. This...
View ArticleThoughts on the GameStop saga
by Tom Bradley We’ve had some questions recently about GameStop and Blackberry. The price surges in these and other stocks that are being hyped in chat rooms is the talk of the town. If you haven’t...
View ArticleResponsible investing myths
by Salman Ahmed There are some strong opinions about responsible investing. In our experience, these are often rooted in an incomplete understanding of the different approach investors can use to...
View ArticleBad accounting? Thoughts on Canadians' rising net worth
by Tom Bradley In our household, the concept of ‘full accounting’ gets talked about a lot (I know what you’re thinking … get a life!). It usually comes up when talking about environmental costs and...
View ArticleCorona corporate casualties
by Scott Ronalds I’m reading Scott Galloway’s latest book, Post Corona: From Crisis to Opportunity. Galloway is a professor of marketing at NYU, serial entrepreneur, and popular blogger/podcaster....
View ArticleWhere do young investors go?
by Tom Bradley An unmistakable feature of the market’s run over the last year has been the surge of new and mostly young investors. Millions of millennials (and other categories) have opened...
View ArticleGreenwashing and the AI challenge
by Tom Bradley Gillian Tett, one of my favourite business writers, is leading the Financial Times' effort to bring ESG issues (Environment, Social, Governance) into the spotlight. Indeed, the...
View ArticleSpeculators are having a day
by Scott Ronalds If you’re a speculator, it’s your day in the sun. Not only have higher risk assets surged over the past year, but you’ve got a slew of shiny new products to pick over. From...
View ArticleBear sighting in the new economy
by Scott Ronalds Back up slowly. Do not stare. Stay calm. There’s a bear trotting through the new economy. Many of last year’s hottest stocks — those that benefited the most from lockdown measures and...
View ArticleBubble in the north?
by Scott Ronalds My early introduction to Florida was via Crockett and Tubbs. Miami Vice was about the fast life: expensive cars, cigarette boats, late-night parties and organized crime. All the...
View ArticleLoonie on a tear
by Scott Ronalds Don’t look now, but the Canadian dollar is on a tear. After falling as low as $USD 0.70 (seventy cents against the U.S. dollar) in March 2020, the loonie is now trading around $USD...
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