31Mar/19

Recovery in Global Financial Markets Continues in First Quarter 2019

March 31, 2019Global InvestingBonds, Brexit, Economics, Interest Rates, Stocks, Trade Policy, Yield Curvegpowell

Recovery in Global Financial Markets Continues Stock markets rallied strongly off their December lows during the first quarter, notwithstanding mounting global economic concerns, a messy and still unresolved Brexit and investors panickingRead More…

19Feb/19

Global Financial Markets in Recovery Mode for 2019

February 19, 2019Global InvestingEconomics, Federal Reserve, Global Investing, Trade Policy, value investinggpowell

It is no secret that 2018 was not as favourable as many investors would have liked. Global financial markets were unstable and unpredictable, with volatility reminiscent of the 2008 financial crisis resurfacingRead More…

02Jan/19

Stocks End 2018 With Wild Ride

January 2, 2019Long-Term InvestingCanada, Emerging Markets, Global Investing, Stocks, Volatilitygpowell

Down 1127.27, Up 1540.48, down 4034.23, up 1086.25, the Dow’s last six weeks have been a wild ride indeed. Mr. Toad, a Middle Ages thought leader rivalling Occam, nailed it—Semper Absurda, TodiRead More…

05Dec/18

Tug of War: Earnings, Interest Rates, and Trade Policy

December 5, 2018Global InvestingEarnings, Global Trade, Interest Rates, Investing, Retirement Planninggpowell

Tug of War: Earnings, Interest Rates, and Trade Policy Under Jerome Powell’s chairmanship, Fed policy focus has returned to long-term sustainable growth and economic stability. This is at best a precarious ventureRead More…

02Dec/18

Canadian Heavy Oil Producers Suffering From WCS Discount

December 2, 2018Global InvestingCrude Oil, Energy, Investinggpowell

Canada’s heavy crude oil discount to West Texas Intermediate (WTI) crude has increased to its highest level. This has raised the spectre of a prolonged downturn for domestic oil producers who haveRead More…

13Jul/17

Disciplined, Long-Term Investing

July 13, 2017Long-Term Investinggpowell