Our Thoughts on the Ongoing Volatility in the Markets

Published by Tom Kelly and Colin Dixon on Feb 06, 2018

What happened?   After years of stubbornly low inflation across global markets, we are suddenly starting to see signs of this ticking higher, triggering a long-awaited selloff and a surge in volatility.... Continue reading

Off We Go into 2018

Published by Tom Kelly and Colin Dixon on Jan 25, 2018

Another year passes by with 2017 now behind us and 2018 well underway. We are looking forward to all that 2018 will bring, and wish you and your families the best of health and happiness for this new ... Continue reading

The Cycle of Emotions

Published by Tom Kelly and Colin Dixon on Nov 27, 2017

Emotion is the single most disruptive force when investing. We are all prone to bias’s which include overreacting to a news event (recency bias), seeking out information that supports our pre-existing... Continue reading

Perspectives on North Korea and Retirement Demographics

Published by Tom Kelly and Colin Dixon on Sep 19, 2017

Our summer reading covered a lot of interesting topics. In the near term, North Korea and geopolitical risk are top of mind. An article written by Manulife Capital Markets and Strategy team called Investing... Continue reading

The Voice Call

Published by Tom Kelly on Sep 18, 2017

I realize that I am just one in a long line of people voicing their opinions on this subject however, I feel very strongly that we can drive the change necessary to ensure that effective communication... Continue reading

Active v Passive Investment Management - My Ghetto Blaster Story

Published by Tom Kelly on Jul 21, 2017

When I was 12 I had a paper route. I loved my paper route primarily because my parents had a very simple rule. You earn the money, you spend the money on whatever you like. After my first year of delivering... Continue reading

Bank of Canada Raises Interest Rates

Published by Tom Kelly and Colin Dixon on Jul 20, 2017

Executive Summary   As expected the Bank of Canada raised its key lending rate for the first time in 7 years by 0.25% to 0.75%. Canadians responded with the same question: how will this affect me and ... Continue reading

10 things that require zero talent

Published by Tom Kelly and Colin Dixon on May 29, 2017

One of the many great things about our chosen occupation is that we get to consume huge volumes of information on a daily basis. Thoughts from market guru's, predictions from genius level economists and... Continue reading

Where's the beef? The 2017 Federal Budget

Published by Tom Kelly and Colin Dixon on Mar 27, 2017

Thankfully, after reviewing the 2017 Canadian Federal Budget, there is not a lot to report. This reminded us of the Wendy’s commercial from 1984 that many of us remember with its popular catch phrase,... Continue reading

Trump: Raising Uncertainty 140 characters at a time

Published by Tom Kelly and Colin Dixon on Mar 03, 2017

Here we go! Off into the uncharted waters of 2017. Although there is certainly a lot to be cautious about this year, we also see many reasons for being optimistic. On the Economy and Markets… The first... Continue reading