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January Market Insights by Dr. James Thorne

January Market Insights: Is There Something Rotten In The State Of Canada?

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 drama of a Shakespearean play. The phantom of secular stagnation and deflation is likely to haunt us once again in 2024. To quote Macbeth, “By the pricking of my thumbs, something wicked this way comes.” This chilling sentiment resonates when considering the future of Canada’s economy.

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Quarterly Investment Insight – Winter 2024

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 one news website decided to report exclusively good news for a day, it lost two-thirds of its readership.2 Our brains are hardwired to react more strongly to negative information.

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Market-Insights-Dec-2023

December Market Insights: 2024 Forecast

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 by technological advancement, navigating a myriad of complex challenges and opportunities.

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2023 Federal Fall Economic Statement

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.

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November Market Insights: Riding The Bull In The Midst Of Chaos

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 late 2022, the recent correction at 4600 might seem unnerving. Yet, like the hopeful message in Steely Dan’s song Any Major Dude Will Tell You, we should maintain our resilience, knowing that things will eventually fall together again.

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The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus.