Quarterly Newsletter

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Read Through Our Latest News Posts To Gain Insights Into The Market.

2017 Q2 Newsletter
July 14, 2017
In Q2 2017 the economic indicators started weak and ended strong. Equity markets did not perform well in Q2 showing volatility and unease due to several factors. After some slowing early in Q2 the North American economy showed strong job growth in M...
2017 Q1 Newsletter
March 31, 2017
There was no shortage of political drama in the first quarter of 2017.  The installation of President Trump and his administration, which many had expected to cause instability in the capital markets, had quite the opposite effect in reality.  Indeed...
2016 Q4 Newsletter
December 31, 2016
The fourth quarter (Q4) proved to be turbulent and very positive for equity markets.  The surprising triumph of Donald Trump in the US Presidential Election caused initial concern and uncertainty.  Once the surprise and shock subsided the emergent vi...
2016 Q3 Newsletter
September 30, 2016
The third quarter (Q3) proved to be a turbulent but positive quarter for equity markets.  Looming US interest rate hikes were postponed once again, and economic conditions continued to improve.  To read more, click here. ...
2016 Q2 Newsletter
June 30, 2016
The second quarter (Q2) proved to be a volatile and a challenging quarter for long-term investing. A recovery in energy prices and strengthening United States (US) employment data was side swiped first by weak May employment numbers and then by BREXI...
2016 Q1 Newsletter
March 31, 2016
The first quarter (Q1) of 2016 was dominated by very negative and extremely volatile equity markets in January and February followed by a moderate recovery in March.  Underlying the equity market volatility was negativity in commodity prices, particu...
2015 Q4 Newsletter
December 31, 2015
We share planet earth with over seven billion people who are arrayed over five continents and organized into some 200 countries. More than at any other time in our shared human history global forces are shaping local and regional investment opportuni...
2015 Q3 Newsletter
September 30, 2015
Peter Lynch is a world renowned investment manager. His thoughts on coping with volatility and corrections are insightful. “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost i...
2015 Q2 Newsletter
June 30, 2015
The second quarter (Q2) turned in a reasonable performance until June when the twin shoals of Greek debt and a steeply declining Chinese stock market took their toll. The result was a slightly negative performance for Q2 on equity markets and for LDI...
2015 Q1 Newsletter
March 31, 2015
Growth in the Canadian economy slowed to a crawl in the first quarter (Q1) due largely to the impact of lower oil prices on the Western Canadian economy.  GDP growth in Q1 2015 for Canada was a mere 0.85% and for United States was 1.49%. To read mor...