News
Why fundamentals still matter
1+ day, 28+ min ago (288+ words) We frequently remind readers of the importance of tuning out the noise and focusing instead on what truly drives stock prices: economic growth, the direction of interest rates, and core fundamentals such as earnings and valuations. At the moment, much…...
The comeback year
1+ day, 20+ hour ago (1857+ words) April 3rd, 2026 | Book Updates | E-mail this blog post to a friend Yesterday we had a communal moan and gasp for all the losers in the assignment market. They bought pre-con. They gambled. They lost. This little-known but vibrant patch of the…...
The meltdown
2+ day, 22+ hour ago (1863+ words) April 2nd, 2026 | Book Updates | E-mail this blog post to a friend Well, it's got some style. And the current owner is getting creamed. Two reasons why this three-bedder in DT Toronto might have some appeal. The almost-1,000 square foot condo on…...
In reverse
3+ day, 22+ hour ago (1842+ words) " The whine cellar April 1st, 2026 | Book Updates | E-mail this blog post to a friend On a day when man hurtles off to the moon for the first time in half a century while wars on earth rage, daily life goes on....
The market’s big, deadly secret
6+ day, 20+ hour ago (1830+ words) March 29th, 2026 | Book Updates | E-mail this blog post to a friend New research by finance professor Hendrik Bessembinder, covering roughly 30,000 publicly traded U.S. stocks over the past century, shows that long-term market wealth has been created by an increasingly small number of…...
Aging out
1+ week, 1+ day ago (415+ words) The kiddos are revolting. Again. The ever-pesky, irritating, Van-based Generation Squeeze has a new survey out showing 73% of Canadians think OAS is too generous. Pogey for the wrinklies, they cry, should be restricted so that fewer affluent old fossils get…...
Oil shock
2+ week, 1+ day ago (1860+ words) March 21st, 2026 | Book Updates | E-mail this blog post to a friend The single most important variable for the global economy and financial markets right now is the price of oil. President Trump's decision to invade Iran has pushed that variable to…...
The price of war
2+ week, 3+ day ago (1869+ words) March 18th, 2026 | Book Updates | E-mail this blog post to a friend Poor Tiff. Everybody's gonna hate you again. The economy sucks, largely due to Trump tariffs. People are losing jobs. Houses can't sell. We need lower rates. But wait. Trump's war…...
Too safe
3+ week, 1+ day ago (1810+ words) March 14th, 2026 | Book Updates | E-mail this blog post to a friend Conventional financial-planning wisdom says that you should always have the equivalent of three-to-six months" salary tucked away somewhere safe to handle emergencies. I"ve heard this mantra since I started…...
The crumble
3+ week, 1+ day ago (1873+ words) " The path ahead March 13th, 2026 | Book Updates | E-mail this blog post to a friend Stick a fork in it. Done like dinner. The news means interest rates won't be rising this year and house prices will continue to fall. As BMO…...