Blog: Cutting Through the Noise

Industry News + Views

A Narrowing Housing Market

Excerpt from Tom Bradley's blog on October 16, 2014

In its weekly letter, the economics team at BMO published an interesting piece on residential real estate – Canada’s Housing Boom: And Then There Were Three. Senior Economist Sal Guatieri points out that the housing market is being carried by the ‘Hot-3’ ...

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Why We Have Low Interest Rates

Excerpt from Tom Bradley's blog on October 9, 2014

In Connor, Clark & Lunn Investment Management’s latest ‘Outlook’, there is an excellent rundown of why interest rates are going to stay low. The manager of our Income Fund is of the view that rates will increase, but not fast and not far from current levels ...

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The Poor Banks

Excerpt from Tom Bradley's blog on October 2, 2014

With more stringent banking regulations post-2008, the lending and finance landscape has changed significantly. Specifically, the U.S. and European banks have exited a number of businesses because they’re now required to hold more capital against the assets ...

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Mark Your Calendar - National Portfolio Simplification Day

Excerpt from Scott Ronalds's blog on September 18, 2014

September 12th was National Chocolate Milkshake Day. September 5th was National Cheese Pizza Day. August 26th was National Dog Day. August 13th was International Left-handers Day. August 6th was National Root Beer Float Day. Something screwy ...

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Central Bankers - Dreams and Distortions

Excerpt from Tom Bradley's blog on September 9, 2014

Last month we had record auto sales in Canada and the U.S. Vehicles are zooming off dealer lots. Meanwhile, it continues to be a sellers’ market for real estate in most parts of Canada (give buyers a deadline and watch the offers come in). I guess we shouldn’t be ...

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The New Xerox

Excerpt from Tom Bradley's blog on August 25, 2014

When I came out of business school too long ago, it was a given that if you wanted to pursue a sales career, you went for a job with Xerox or IBM. These organizations put their recruits through extensive training and were known to be the best sales organizations ...

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Buying Canada: An Inexact Science

Excerpt from Tom Bradley's blog on August 19, 2014

There was a story in the Report on Business on Monday about the results so far from China’s oil investments in Canada. To date, Chinese energy acquisitions (including CNOOC’s purchase of Nexen and Petrochina’s pending acquisition of 40% of ...

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Canadian Real Estate - A Crack in the Tree

Excerpt from Tom Bradley's blog on July 30, 2014

“It’s like if the tree in the backyard has a crack in it, you worry it’s vulnerable to a storm. But if no storm happens, it goes on and on, and maybe eventually strengthens through growth. If the right storm comes along and knocks it onto your neighbour’s house ...

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One National Regulator - Two Small Steps

Excerpt from Tom Bradley's blog on July 10, 2014

It was announced yesterday that Saskatchewan and New Brunswick have joined Ontario and British Columbia in committing to a Federal securities regulator, currently (and hopefully temporarily) named the Cooperative Capital Markets Regulatory System. Why do ...

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Bond Yields - Ontario vs Italy

Excerpt from Tom Bradley's blog on July 7, 2014

In presentations over the last year, I’ve often referred to Ontario as the Italy of Canada. In other words, its finances are abysmal. At a time when the province’s key economic drivers, housing and autos, are booming, the fiscal deficits are large and show signs of ...

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Addicted to Zero

Excerpt from Tom Bradley's blog on July 3, 2014

I opened the Financial Times website this morning to see that the unemployment rate in the U.S. had dropped to 6.1%. Beside that headline was a story about the Dow Jones hitting 17,000. Just minutes before, I saw in the Globe and Mail that Canada and the U.S. are ...

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Getting in the Business

Excerpt from Tom Bradley's blog on June 26, 2014

I saw a note that 150,000 people worldwide wrote CFA (Chartered Financial Analyst) exams on June 7th. It’s a reminder of how tough it is to get into the investment business. For some reason, lots of young people want a piece of the great gig that we have ...

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