Mid-Summer Update: Ownership vs Playing Musical Chairs If one were to ask an investment strategist from a bank which way the market will be headed in the next year, they could reasonably expect to hear “higher”. That has always been the case. Wall Street’s modus operandi is to sell optimism; it’s hard to sell investments … Continue reading Mid-Summer Update: Ownership vs Playing Musical Chairs
July Update: Cleansing the Temple There really isn’t a lot to say about what’s going on in the stock market that you likely haven’t recently heard. Not much has changed, with investors at somewhat of a standoff. Given the positive tilt to attitudes as expressed by mostly fulsome valuations, the betting is mostly of the … Continue reading Cleansing of the Temple
Month End Update - May 2021 All the companies that you own have now reported earnings for the quarter ended March, 2021. These companies continue to navigate well the various challenges that have beset the world since the outbreak of the Coronavirus early last year. It is a testament to the strength and creativity of … Continue reading Cheque Kiting
