Newsletters.

06
06
JUN - 2017
All’s quiet on the market front
Posted on June 6, 2017
It’s been a quiet month for the markets, a sign perhaps that the annual summer doldrums have come early. Yet, despite the negative tones, the market continues to shrug off a lot of the hand-wringing around the housing market, oil prices, bank stocks and household debt.   The news of alternative lender Home Capital Group’s [...]
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17
MAY - 2017
It’s the weekend each year I look forward to more than any other. From the time I disembark the plane from Omaha, I begin thinking about the following year’s Berkshire Hathaway annual shareholder meeting. This year was no exception. Unfortunately, on Wednesday, two days before my flight was scheduled to take me on my annual [...]
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12
APR - 2017
As is human nature, people are fretting about the state of the world. Trump sows uncertainty all over the world with his erratic decision-making and nonsensical tweets at three o’clock in the morning. Russia’s involvement in Syria, the annexation of Crimea, and the cyber-attacks that have tainted the most recent US elections stoke fear of [...]
03
09
MAR - 2017
It’s that time of year again!
Posted on March 9, 2017
One of my favourite times of year is here! It’s a bit early for spring, but it’s the perfect time for Berkshire Hathaway to issue its annual letter to shareholders. True to form, Warren Buffett didn’t disappoint. Despite the political uncertainty, Buffett remains optimistic, summing up America’s achievements in one word: miraculous.   Buffett talks [...]
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07
FEB - 2017
Last Friday I went to get my hair cut. There was a long line and I decided that I didn’t have time to wait. On Saturday, I ordered my coffee using my Starbucks app so that I could bypass the line when I went to pick it up. And then I went to the barber [...]
01
11
JAN - 2017
Reality will defy perception in 2017
Posted on January 11, 2017
Happy New Year! I hope you had a wonderful holiday.   Although we’ve turned the page on 2016, I’d like to take a quick look back before moving forward with my thoughts on the year ahead.   There was a meme circulating on Facebook as the end of 2016 approached: “This year I’m going to [...]
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08
DEC - 2016
Markets ride a wave of confidence
Posted on December 8, 2016
Few predicted it. The polls certainly didn’t. But Donald Trump has become president-elect in the US — and the markets couldn’t be happier. People too seem happier, or at least relieved that the election is finally over. I was down in the US not that long ago and I could feel the shift in people’s [...]
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08
NOV - 2016
US elections paralyze markets
Posted on November 8, 2016
Today is election day in the US and Americans are making a historic choice not only of who will become the next president, but also what kind of America they want.   This election has been a study in more than contrasts. It many ways, it’s been a study in extremes. And the markets have [...]
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11
OCT - 2016
About life and serendipity
Posted on October 11, 2016
As you know, I’m an avid golfer, and playing at what is described as the home of golf—St. Andrews Links—has been on my bucket list. St. Andrews Links offers the oldest golf course in the world, having been home to the sport since the fifteenth century.   Getting a tee time is notoriously difficult. Getting [...]
09
07
SEP - 2016
Let’s burst the housing bubble myth
Posted on September 7, 2016
There have been a lot of articles lately that are predicting that the Canada’s housing bubble, particularly in our largest cities, is about to burst. I just don’t believe it.   Coming back from the airport recently, I hailed a taxi driven by a man originally from Singapore. He’s been in Canada 12 years. He’s [...]