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Buying Signs In An Uncertain World
Since we have a large amount of cash in client accounts it’s natural that we are looking for signs of when to buy again. It’s important that these signs are real and measurable. There are currently 25 indicators on our internal list in 5 different categories and the list is growing daily. In this article I will mention the major…
Raising Cash – New Era Coming
These are truly unprecedented times. Over the last few days we’ve stepped out of the traditional wealth management playbook and have sold significant portions of our clients’ holdings. What started as a supply chain issue has rapidly turned into a health crisis followed by demand issues and a budding debt crisis. The sequence does not make a lot of sense now but it will eventually play out in full in the financial markets. As it becomes clearer that there is an incredible degree of unknown risks at play, here are some things to consider:
Boston Ballet’s Carmen
Boston Ballet‘s resident choreographer Jorma Elo updates George Bizet’s heart wrenching tale of love, passion, jealousy and betrayal for the 21st century. In this adaptation, Carmen isn’t a feisty cigarette factory worker but a feisty supermodel. In a fantasyland of haute couture, she is one corner of a love triangle between herself, Don Jose the businessman and race-car driver Escamillo. Elo’s electrifying choreography…
Turbulence Expected or Unexpected
This week we are writing about new developments in Covid-19 and worldwide markets, as there are many. Covid-19 is negatively affecting markets this week because of the uncertainty about when new outbreaks will stop. Over the weekend, a new market – oil – was significantly affected by an oil war between Russia and Saudi Arabia. Additionally, rates in the US,…
COVID-19 And The Weeks Ahead
Last week we experienced the first material market reaction to the Coronavirus, aka COVID-19. For months, prices had completely ignored any risks of the virus spreading until finally the news broke that it had reached the United States. This market reaction was a true black swan moment in that no experts or models could have adequately predicted it. Here’s a…
Jamaica Pond Parkrun 5K
A lovely way to start the weekend is a free, timed 5k run at scenic Jamaica Pond. All ages, all abilities, all paces welcome! The meeting point is at Pinebank Promontory, Jamaica Pond. First timer’s brief at 8.50am and run starts at 9am. After the run, the group joins for coffee and chat at City Feed & Supply on Centre…
When Experts Disagree
For the last two months it seems all we have heard about is disagreement. I am not talking about political disagreement. I am referring to investment disagreements and convincing opposing arguments put forth by experts I read, with mixed signals in the markets as well. Here is a list of the six main points of disagreement and what we are…
Après Ski at Bow Market
Do you want to visit the base of a mountain without the hassle of going skiing first? Are you itching to warm your hands by a fire in this wintery weather? Après Ski at Bow Market has got you covered! The Bow Market courtyard is transforming into the base of a Ski Mountain: there will be fire pits, there will…
When News Lets You Down, Go To The Primary Sources
We live in the Age of Data. There’s an endless stream of data points on every topic, especially in the field of economics. The media and politicians regularly serve up numbers that support their point of view. If you feel it’s hard to trust these data-driven arguments, you’re right. When data is cherry-picked, omitted, conflated or obscured, any conclusions must…
