Final Thoughts For 2023: Unveiling The Path To A 1.75% Federal Funds Rate
December 15, 2023 Balancing Churchill’s Caution, Truman’s Expectations, And Gandhi’s Wisdom In The Age Of Chaos “I always avoid prophesying beforehand, because it is much better policy to prophesy after the event has already taken place.” – Winston Churchill Download this PDF here. In the realm of economic forecasting, the concept of a trilemma emerges […]
December Market Insights: 2024 Forecast
December 5, 2023 The U.S.’s Tech-Driven Reinvention “Never bet against America.” – Warren Buffett Download this PDF here. Ray Kurzweil, computer scientist and futurist, once said, “The past is over; the present is fleeting; we live in the future.” This sentiment echoes through our current moment as we stand on the threshold of an era defined […]
2023 Fall Economic Statement
November 22, 2023 Download this article as a PDF. On November 21, 2023, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland, delivered the 2023 Fall Economic Statement (FES 2023), a mid-fiscal year update that was narrower in focus than previous economic statements. FES 2023 highlighted key metrics of the Canadian economy […]
November Market Insights: Riding The Bull In The Midst Of Chaos
November 8, 2023 Investing Strategies For A New Era Of Growth And Innovation “I never seen you looking so bad, my funky one.” – Steely Dan Download this PDF here. In the investment world, volatility and uncertainty often reign, evoking a sense of unease. Remembering the call for 3000 on the S&P 500 Index in […]
Q3 2023 Quarterly Compass Newsletter
As we move forward, we remain steadfastly committed to continual improvement. In this spirit, we wanted to use this opportunity to re-introduce Calendly. When you receive an email reminder of an upcoming Wealth Road Map Review Meeting or Wealth Strategy Call, we will include a link to a feature called Calendly. Calendly allows you to directly book […]
October Market Insights: Is There Something Rotten In The State Of Canada?
October 3, 2023 The Inconvenient Truth: An Alternative Narrative “Something is rotten in the state of Denmark” – William Shakespeare, Hamlet Download this PDF here. In the grand theatre of Canadian economic governance, a clandestine struggle is waging, echoing the dramatic narratives of Shakespeare’s Hamlet. Prime Minister Justin Trudeau, once dismissive of monetary policy, now […]
Investment Insights – Fall 2023
Download PDF here The Golden Years: More Golden Chances are “you might live longer than you think.” This was the longevity message of a Wall Street Journal article earlier this year.1 Indeed, we are living longer and healthier lives — half of those born today are expected to live to the centenarian age of 100.2 […]
September Market Insights: The Fed’s High-Wire Act
September 13, 2023 Discretion is the Better Part of Valour “We are navigating by the stars under cloudy skies.” – Chairman Jerome H. Powell, August 25, 2023 Download this PDF here. The adage, “Discretion is the better part of valour,” has never been more pertinent as the U.S. Federal Reserve cautiously navigates between the perils […]
August Market Insights: Unveiling The Crystal Ball
August 16, 2023 A Glimpse Into The Future Of Financial Markets From 2024 To 2030 Download this PDF here. In early 2021, I presented a thesis regarding the latest inflation episode and its potential economic implications. At that time, I shared a perspective that differed from the prevailing narrative. Allow me to recapitulate my viewpoint. […]
Wall Street Is About To Embrace Crypto, And It’s Not What You Think!
July 10, 2023 A New Era Is Upon Us Download this PDF here. “Nothing is more powerful than an idea whose time has come.” – Victor Hugo There is an old saying, “never let a good crisis go to waste.” And true to form, Wall Street is capitalizing on the current chaos within the digital […]