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 […]
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 […]