December Market Insights: A Year In Review
December 4, 2024 The Best of Times, the Worst of Times “It was the best of times; it was the worst of times…” – Charles Dickens Download this PDF here. As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism of the global […]
U.S. Election Special Market Insights: American System 2.0
November 6, 2024 A Trump Victory – Propelling the U.S. into a New Gilded Age “Let us be brave in the face of hazards. Let us not fear wrongs, or wounds, or bonds, or poverty.” – Lucius Annaeus Seneca Download this PDF here. As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to […]
November Market Insights: Money For Nothing
October 31, 2024 The Illusion of Easy Wealth in Today’s Economy “That ain’t workin’ that’s the way you do it; Money for nothing and your chicks for free.” – Dire Straits Download this PDF here. There are moments in life that leave a lasting impression. For me, two significant memories from the 1985 Live Aid […]
Q3 2024 Quarterly Compass Newsletter
I am happy to announce that we have launched our monthly update video! The video will be available shortly after month’s end and will cover a variety of topics. We also had a webinar conversation with Cidel Bank and Trust about the role of corporate executors and representatives (powers of attorney). Both are available on […]
October Market Insights: The Great Delusion
October 4, 2024 Are We Trapped in a Cycle of Change That Never Changes? A Forecast for 2025 and Beyond “The more things change, the more they stay the same.” – Jean-Baptiste Alphonse Karr Download this PDF here. As we emerge from the shadow of COVID-19, a narrative of robust economic recovery has taken hold. […]
September Market Insights: Trump’s Trade War
September 4, 2024 America’s Imperial Twilight or Dawn of a New Golden Age? A Non-Consensus Call for Interest Rates to be “Lower for Longer” “Free trade gives to the foreign producer equal privileges with us. It invites the product of cheap labour to this market to destroy the domestic labour here.” – William McKinley Download […]
August Market Insights: Trump’s Fiscal Frenzy
August 6, 2024 Godfather of Modern Monetary Theory Warns of “Drunken Sailor” Spending “Neither a borrower nor a lender be; For loan oft loses both itself and friend, and borrowing dulls the edge of husbandry.” – William Shakespeare, Hamlet Download this PDF here. At this very moment, the U.S. faces a fiscal predicament which urgently […]
Q2 2024 Quarterly Compass Newsletter
As we continue to look for continual improvement, I am happy to announce that we will soon be launching a monthly update video available shortly after each month end. The video will cover a variety of topics and in whole or part segments on our website, X and YouTube. Further details will follow with the […]
July Market Insights: Navigating The Dual Revolutions
July 2, 2024 AI’s Underestimated Truth and the Coming Fiscal Storm “History is strewn thick with evidence that a truth is not hard to kill, but a lie, well told, is immortal.” – Mark Twain Download this PDF here. Mark Twain once delivered a sobering reminder of humanity’s tendency to disregard transformative ideas while allowing misconceptions to […]
June Market Insights: The Grand Chessboard
June 4, 2024 Navigating Geopolitical Investments In the grand geopolitical game, it’s not always the most powerful states that hold sway, but often those positioned in critical locations. Their vulnerability can significantly impact the strategies of the world’s power players. – Zbigniew Brzezinski Download this PDF here. In the complex arena of global finance, as […]