Our Perspective: Q3 Investment Update
We hope everyone enjoyed a wonderful Thanksgiving weekend and had the opportunity to spend some
On the fifth day of Christmas, Gaggan Khangura, our Senior Investment Associate, nominated the Alzheimer Society of Calgary.
Why? “I chose to support Alzheimer Calgary as a way of honouring my grandmas, who lived with dementia during the last few years of their lives,” said Gaggan. “While it was undoubtedly difficult to witness their memory loss and the moments when they could not recognize loved ones, it has inspired me to support organizations like Alzheimer Calgary.”
“I believe in the power of their work to provide hope, assistance, and resources to families facing Alzheimer’s and related dementias. I’m proud to say that I actively participate in the Alzheimer Walk and Run every year, raising both awareness and funds for this cause – this year I was able to raise $4,525. By contributing, it’s helping to make a positive impact, ensuring that individuals and families affected by this condition receive the support they need and that, one day, a cure will be found. It’s a way to turn a personal experience into a source of hope and change for the future.”
Please follow along on our LinkedIn page and our website as we highlight a new charity every business day until December 22nd.
From the entire team at the Baun & Pate Investment Group, we wish you and your family a very Happy Holiday Season and Prosperous New Year.
We hope everyone enjoyed a wonderful Thanksgiving weekend and had the opportunity to spend some
Alexander Hamilton understood that debt is not necessarily a burden if it is matched by the means of extinguishment. The same principle should guide the American economy today. Debt can be managed when it finances productivity, expands the tax base and accelerates growth. It becomes dangerous when governments borrow merely to preserve stagnation
Equity markets continued to perform well this quarter, supported by stronger corporate earnings than expected, resilient consumer spending, easing inflation, and growing confidence that interest rates will gradually move lower over time. While periods of volatility remain a normal part of investing, the overall backdrop has remained constructive
Lewis Carroll’s Through the Looking-Glass imagined a world in which familiar rules ran in reverse. This problem is now increasingly confronting Wall Street—not only in how it reads monetary policy, but in how it reads the equity market itself. The Red Queen’s paradox is an apt description of the present economy.
In politics and markets, the decisive contest is often the one being played above the visible struggle. Elections, earnings and summit communiqués are the surface game—the real action lies in the metagame, the contest over rules, incentives and narratives that shape outcomes long after today’s skirmishes are forgotten.
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