Looking at performance across geographies, factors, and asset classes (ok maybe just corporate bonds versus governments when looking at bonds), post a robust performance month of November, it strikes me as astonishing  that for all of the Bear market talk, the % declines (aside perhaps from Canadian RE and Long…

Mismatch – definition:  “a failure to correspond or match; a discrepancy. “a huge mismatch between supply and demand” Mismatch is something we’ve all encountered before, and in the world of finance, it can cause very significant problems … Remember the ABCP fiasco back in 2007 in Canada? As a refresher – Have…

A little faster … a little more intense? Canadian Banks reported their latest quarterly results, and with that, their year end results for 2022 this week. Here is how this played out in terms of some of the ETFs providing exposure to Canadian banks: $ZEB: -2.05% week over week $HCA:…

COP27 (Convention of the Parties – Convention on Climate Change) came and went … and as seems by now par for the course, the masses (us) were treated to dire and doom warnings, much in the way of press releases and lamentations, but not much in the way of concrete…

November 17, 2022 – we are, for all intents and purposes in the final stretch of what has been an overall terrible year for investors (War, inflation, bear market, death of 60/40, energy crisis), but one where, late in the year, the word “pivot” is probably becoming one of those…