The month of September has passed with a loss of about 5% for the S&P 500. Underneath the surface, however, there was more turbulence. The winning stocks of the year, those most immune to the ails of the pandemic (Apple, Amazon.com, Facebook, Google, and Microsoft), fell roughly 10% compared to the average stock, giving credence … Continue reading October Update, 2020: Blowin’ in the Wind
The summer is drawing to a close and all eyes are on the back to school situation. Will COVID-19 jump back onto centre stage and cause the recovery to stall? Will stock prices hold up if things take a turn for the worse? Will the election south of the border plunge society into uncertainty if … Continue reading September Update, 2020: Back to School (Hopefully?)
The great debate about certain technology companies and their ill effects on society were center stage last week when the CEO’s of Apple, Amazon, Facebook, and Google were grilled by the U.S. Congress. Both the Left and the Right want to punish and/or regulate ‘Big Tech’ but they don’t agree on what those regulations should … Continue reading August Update, 2020: The $2 Trillion Race
Happy belated Canada Day, and to our American friends Happy Independence Day today! V for Vendetta, a futuristic movie released in 2006, is about the struggle between freedom and the state in Britain in the year 2020. The movie follows similar themes to George Orwell’s book, 1984. As with many futuristic portrayals of society, a … Continue reading July Update, 2020: V for Vendetta
Would you give up your inheritance to charity? For Heather Fraser, this was a surprisingly easy decision. As someone who embodies the change she wants to see in the world, she was more excited by the impact her parent’s money could have on the lives of others than on her own life. Heather has always … Continue reading Meet Heather Fraser: Giving Up Your Inheritance to Start A Charity
Last week we received a letter from a BNN viewer. He reminded me of a comment I had made almost 2 years ago on TV about Spartan Energy, a company we had previously recommended and owned. The management of Spartan had a good track record of success, they had made all the right decisions, and … Continue reading June Update, 2020: Our Equity is Integrity
If you’ve ever wondered what it would be like to sell everything you own—your home, your car, and most of your belongings—so that you could refocus your life around the people and work that matter to you, Carolyn’s story is one you’ll want to read. Carolyn Ray has always been dedicated to her work and … Continue reading Meet Carolyn Ray: Reinventing What Matters
At the time of my note on March 6th the S&P 500 was at 2,972 having fallen 13% from its record highs set only 12 business days previously. We said we were cashed up and ready to “feast.” The next 11 days saw the market fall an additional 781 points bringing the total collapse to … Continue reading May Update, 2020: Groundhog Day meets The Joker
The past month has seen unprecedented change and adjustment in almost every single person's life, on the planet as a whole. Covid-19 has changed the way we work, interact, shop, and do almost everything else. You have received dozens, if not more, e-mails from companies telling you what they are doing through this crisis and … Continue reading April Update, 2020: Staff Appreciation
With economic policy and solutions changing rapidly around the world, our Chief Strategist John Johnston breaks down what is going on and what we should be thinking about (updated as of March 22, 2020). Key Points Covid-19 is a massive economic and financial shock that has caused a deep recession to begin. It is likely … Continue reading Covid-19: Policymakers Rising to the Challenge
