May Market Insights: Out Of Options
May 2, 2024 Navigating An Era Of Fiscal Dominance, Rate Cuts And Debt Monetization Those who fail to learn from history are condemned to repeat it. – Sir Winston Churchill Download this PDF here. The Ghost of Arthur Burns U.S. Federal Reserve Chair Jerome Powell, deeply mindful of Arthur Burns’ missteps and inspired by Paul […]
Highlights from the 2024 Federal Budget
The 2024 Federal Budget, tabled on April 16, 2024, provides a mix of expected measures and a few surprises. In line with the announcements leading up to Budget Day, Budget 2024 outlines a multitude of measures targeted at housing affordability and the cost of living. The big question was how the government was going to […]
Q1 Quarterly Compass Newsletter
As we move forward, we remain steadfastly committed to continual improvement. In this spirit, we have introduced a survey tool that we will send out prior to each Wealth Road Map Review Meeting – the objective is to allow for reflection and the construction of an agenda based on your areas of interest. Continued feed […]
April Market Insights: Greenspan’s Game Of Thrones
April 2, 2024 Navigating the Monsters and Bubbles of Today’s Transformative Economy “There are no heroes; in life, the monsters win.” – Sansa Stark, Game of Thrones Download this PDF here. We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where […]
March Market Insights: The Financial Storm Is Coming
March 5, 2024 NAVIGATING CHINA, FED TIGHTENING, FINANCIAL INSTABILITY AND RATE CUTS “A national debt, if it is not excessive, will be to us a national blessing.” – Alexander Hamilton Download this PDF here. It’s All About Timing. Navigating macro investing poses the challenge of not only identifying key events but also timing their occurrence. […]
February Market Insights: Trump’s Shadow
February 6, 2024 Echoes of History and Financial Markets in a Post-Pandemic World Download this PDF here. As we enter a presidential election year in the U.S., financial markets are resonating with historical echoes. One can particularly recognize the rise of populism after the Civil War, which parallels today’s socio-political dynamics. This comparison challenges the […]
Jim Thorne Webinar – January 2024
January Market Insights: Is There Something Rotten In The State Of Canada?
January 17, 2024 Part 2: Canada’s 2024 Economic Storm In the middle of difficulty, lies opportunity. – Albert Einstein Download this PDF here. In this sequel to Is There Something Rotten in the State of Canada? we delve further into the complex web of monetary and fiscal policies that seem at odds with one another, evoking the […]
Q4 2023 Quarterly Compass Newsletter
As we move forward, we remain steadfastly committed to continual improvement. In this spirit, we have introduced a survey tool that we will send out prior to each Wealth Road Map Review Meeting – the objective is to allow for reflection and the construction of an agenda based on your areas of interest. Continued feed […]
Investment Insights – Winter 2024
For 2024: Focus Less on the Headlines It has been 45 years since BusinessWeek declared the “Death of Equities,” warning that rampant inflation was “destroying the stock market” and “to regard the death of equities as a near-permanent condition.”1 These dramatic prognostications haven’t subsided over time, likely because negative news is more appealing. When […]