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True. Well-Founded. Real. Genuine.

True. Well-Founded. Real. Genuine.

Strategy Notes

Strategy notes - July 2, 2019

Quarterly market outlook Stock market outlook  A) The long term  As we have pointed out in a previous Quarterly Market Outlook, the...

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Strategy notes - June 15, 2019

  Why we have added to our gold holdings   Stock market outlook - introduction  Since this April, we have adopted a more...

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Strategy notes - June 1, 2019

If, as and when there is a North American recession, how bad could it be?   Stock market outlook - introduction  Our...

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Strategy notes - May 15, 2019

  Jury still out on recession risk but Canadian economy holding up better than expected  Our last Strategy Note, dated April...

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Strategy notes - May 1, 2019

  Reasons for our recent caution  Stock market outlook Making short term market forecasts is hazardous at the best of times –...

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