Austerity in a post-COVID world

Austerity in a post-COVID world

In 2012 The IMF studied the correlation between credit-default-swap spreads and various economic indicators. Long term indicators—for deficits, economic growth and spending on pensions and health care—had little impact on spreads. But larger short term primary deficits (which exclude interest) were associated with notably wider spreads. So, too, was weaker current-year growth. Solvency should be [...]

Sharesight: Tracking your Investment Portfolio — a visual walkthrough.

Sharesight: Tracking your Investment Portfolio — a visual walkthrough.

A common question I receive is what method I use to track my portfolio. There are ways to do this manually in Excel, although I find that process too laborious and prone to error. My preference has always been a “one-stop shop” type of program where I can input (or have automatically updated via broker) [...]

Stocks, Output, Employment, Debt: A look at 08/09 and current data

Damn, I missed the 20% upswing. Shame. Did you also participate in the 30-50% drop down?(scroll down for stock examples: Apple, Google, Waste Connections, Royal Bank, CIBC, Enbridge, Fortis, CN Rail)A bear market is known for one thing: volatility. It’s great for trades — if you can time it right.We WILL see a lot more [...]

Latecycle Portfolio: November 2019 Purchases

Latecycle Portfolio: November 2019 Purchases

I added five stocks to my portfolio the past month: Canwel Building Materials, Pembina Pipeline, Emera, Fortis, and Brookfield Property Partners. Spotlight:Canwel Building Materials (CWX) CanWel is a national distributor of construction materials, building products and a supplier of pressure-treating lumber in Canada.It serves an intermediary role in the construction materials supply chain. It made [...]