11Apr/24

Navigating Market Enthusiasm with a Long-Term Investment Focus

April 11, 2024Long-Term InvestingBank of Canada, credit, Economics, Federal Reserve, Inflation, Interest Rates, Monetary Policy, Powell, Real Estate, Risk, value investing, Volatilitygpowell

I view investing as successive days of exercising patience over the long term. This definition encapsulates the essence of prudent wealth accumulation. At its core, investing involves the commitment to enduring marketRead More…

24Jan/24

Biannual Commodities Update January 2024

January 24, 2024Global Investing, Long-Term Investingaluminum, coal, commodities, copper, corn, Crude Oil, Global Investing, Global Trade, gold, lead, lithium, natural gas, nickel, palladium, Platinum, Silver, value investing, wheat, Zincgpowell

Global Commodities Market Performance and Growth Trends in 2023 Lacklustre demand and ample and, in some cases, oversupply meant it was a tough year for the lion’s share of the commodity basketRead More…

14Oct/23

Geopolitics and higher-for-longer interest rate expectations intensify investment headwinds

October 14, 2023Long-Term InvestingBonds, Emerging Markets, gold, Interest Rates, Stocks, Yieldsgpowell

A torrid September for stock markets sent equities tumbling across the board, with the S&P500 ending the month down 4.87% and the quarter down 3.65%. The Nasdaq, which has experienced significant tailwindsRead More…

28Jul/23

Biannual Commodities Update July 2023

July 28, 2023Global Investing, Long-Term Investingaluminum, China, coal, commodities, copper, corn, gold, natural gas, Silver, Soybeans, wheatgpowell

Recession Concerns Undermine Commodity Markets in First Half Ongoing fears of a recession, which has yet to come, cast a pall over commodity markets during the first half of the year, withRead More…

04Jul/23

Fed Remains Center Stage as Demand for Everything-AI Keeps Tech Momentum Going

July 4, 2023Long-Term InvestingArtificial Intelligence, Bonds, Consumers, Federal Reserve, Inflation, Investing, Stocks, Techgpowell

The Fed continues to navigate a tricky balancing act, taking what could be considered a hawkish pause in June, with the express intention of raising rates again later to get headline consumerRead More…

26Mar/23

Bank Failures Add to Long List of Concerns for Investors in 2023

March 26, 2023Long-Term InvestingBank of Canada, Banking, China, Federal Reserve, Global Investing, Interest Ratesgpowell

Bank failures add to a long list of concerns for investors in 2023 Varying expectations about when the Fed will likely reach its rate-hiking cycle’s peak have made for an exceptionally volatileRead More…

30Jan/23

Biannual Commodities Update January 2023

January 30, 2023Long-Term InvestingBase Metals, coal, commodities, Crude Oil, Interest Rates, LNG, lumber, natural gas, Precious Metals, Soybeansgpowell

It was a year of two halves for commodity markets. The Russia-Ukraine war dominated the markets during the year’s first half, and macroeconomic factors were the driving force in the second half.Read More…

18Jan/23

Year End Market Review and Thoughts for 2023

January 18, 2023Long-Term InvestingBonds, Crude Oil, Emerging Markets, Equities, ESG, Europe, Federal Reserve, FTX, NASDAQ, natural gas, Stocks, value investinggpowell

Financial markets had their worst year since 2008, with equities and bonds ending deep in the red and shedding some $30 trillion in 2022. In the US, the S&P 500 ended almostRead More…

06Dec/22

Avoid Speculation and Manage Risk for Investment Success

December 6, 2022Long-Term InvestingBank of Canada, central banks, Emerging Markets, Global Investing, Inflation, risk management, Supply Chain, Tech, value investinggpowell

Central banks remain centre stage The fight against inflation continued in earnest during November, with little sign of inflation easing materially and sustainably. The developed market central banks that held rate-setting meetingsRead More…

20Oct/22

Pessimistic Optimism Required to Survive Market Turmoil

October 20, 2022Long-Term InvestingBank of Canada, Bonds, Economics, economy, Equity, Fed, Federal Reserve, Fiscal Policy, Fixed Income, Global Investing, Global Trade, Interest Rates, Monetary Policy, Recession, Stocks, value investinggpowell

Pessimistic Optimism is the Only Way to Survive: Although most of us are predisposed to being optimistic about financial markets and the economy, we are in an era of seismic change in interestRead More…