Archives

My Car Runs on Geopolitics – Why “Fracking” is an Important Investment for Your Portfolio

I’m an environmentalist. But as a Financial Advisor I consider that some of the best opportunities I can provide to my clients is exposure to the burgeoning US and Canadian energy markets. That’s right I’m a big proponent for one of the most ecologically damaging and publicly derided forms of energy extraction. However, next time […]

Read More

Ninjutsu Economics – Watch the Empty Hand

First, an apology that we have been on a break from our website. Over the last month we’ve had lots going on that has distracted us from doing our regular writing, but we’re back now for the rest of the summer! Since 2008 there has been two great themes in investing. One, is the search […]

Read More

By the Numbers, What Canadian Investors Should Know About Canada

I am regularly quite vocal about my concern over the Canadian economy. But like anyone who may be too early in their predictions, the universe continues to thwart my best efforts to make my point. If you’ve been paying attention to the market at all this year it is Canada that has been pulling ahead. […]

Read More

Environmentalists Don’t Get Economics, and That’s Dangerous for Everyone

The Keystone Pipeline has enraged many people since it was first announced. Traditionally framed as a conflict between environmentalists and oil executives, the Keystone Pipeline is 1897 km of 36 inch pipe running from Hardisty, Alberta to Steel, Nebraska and for several years it has existed in limbo. Caught in the cross hairs of politicians, […]

Read More

Canada’s Economy Still Ticking Along, But Don’t be Fooled

This year the Canadian markets have been doing exceptionally well. Where as last year the S&P/TSX had been struggling to get above 2% at this time, this year the markets have soared ahead of most of their global counterparts. In fact the Canadian market triumph is only half of this story, matched equally by the […]

Read More

Toronto has a Real Estate Problem

It is a common family tradition for my father and me to head down to the St. Lawrence market in Toronto for a bacon sandwich and then grab a coffee before heading off to the bookstore. As my family has grown it now frequently includes our significant others, especially my daughter Sophie who with her […]

Read More

You Would Probably Make a Terrible Stock Picker

You would probably make a terrible stock picker. You really would. Why you ask? Because the world is big and complicated and its hard to hold on to more than a small piece of it at any one time. Picking stocks isn’t exactly all the rage, but with the sheer volume of discount brokerages and […]

Read More

Why Buy an ETF?

It’s become an excepted fact amongst business reporters that the best investments to buy are ETFs, otherwise known as Exchange Traded Funds. What is an ETF and why are so many journalists convinced that you should buy them? Well an ETF is a fancy way to describe an investment that looks very similar too, (but isn’t quite) […]

Read More

Apple May Have Just Won the Tablet Wars

As of today you can download and use Microsoft Office on your iPad. This news has hit my family with a yawn, but to me this is an excellent signal for the long term financial health of both Apple and Microsoft. In fact, I’d go so far as to say that Apple may have just […]

Read More

Las Vegas and the Shrinking Invisible Economy

Just over a year ago I postulated that environmental investing may not be dead. The issue that keeps arising is the invisible economy. Traditionally in economics things that are provided “free” by the natural world don’t get counted in “The Economy”, while things that people do want from the natural world do get counted. For […]

Read More