December Market Insights: A Year In Review
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 economy stand out as defining characteristics.
Market Insights Video by James Thorne: Liquidity Matters
How will Trump’s U.S. election victory and recent interest rate cuts shape the future economy? James Thorne reminds investors that liquidity matters and shares where he still sees opportunities. Stay tuned for his 2024 recap this December.
U.S. Election Special Market Insights: American System 2.0
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 adversity; trust not […]
November Market Insights: Money For Nothing
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 concert stand out: […]
Market Insights Video by James Thorne: Money For Nothing
What does Dire Straits’ 1985 Live Aid performance of “Money For Nothing” have to do with our current economy? James Thorne highlights how the lyrics reflect the turbulence of today in his November Market Insights, coming soon.
October Market Insights: The Great Delusion
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. Yet, beneath this […]
Market Insights Video by James Thorne: Brace For Blows
As central banks pivot their worries from inflation to growth, Canadian investors should brace for more punches. However, there is still a glimmer of hope. Learn more in James Thorne’s next Market Insights coming soon.
September Market Insights: Trump’s Trade War
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 this PDF here. […]
August Market Insights: Trump’s Fiscal Frenzy
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 calls for proactive […]
July Market Insights: Navigating The Dual Revolutions
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 persist. As we […]
