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 […]
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 […]