January Update, 2021: Know What You Don’t Know

“If something is impossible to know you are better off not being very smart, because smart people fool themselves into thinking they know while average people are more likely to say, “I don’t know” and end up closer to reality.”Morgan Housel Sitting by a fire, on a nice big, soft, well-worn couch, catching up with … Continue reading January Update, 2021: Know What You Don’t Know

December Update, 2020: What a Month it has Been!

Well, that was quite the month! Mr. Trump was told to vacate the premises and contrary to his forecast, the markets did not crash. In fact, they jumped the most in a month since well before my career started 35 years ago. Our sense is that Mr. Trump will continue to captivate a certain percentage … Continue reading December Update, 2020: What a Month it has Been!

November Update, 2020: The Trend is Your Friend

Okay, so the election is over…kind of. Trump continues to keep his lawyers busy, and make headlines as a result, but it is increasingly looking as if he’s screaming into the woods with fewer listening, including judges. It was interesting to note that during Trump’s Thursday night briefing, filled with accusations of voter fraud, that … Continue reading November Update, 2020: The Trend is Your Friend

October Update, 2020: Blowin’ in the Wind

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

September Update, 2020: Back to School (Hopefully?)

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?)

August Update, 2020: The $2 Trillion Race

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

April Update, 2020: Staff Appreciation

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