Blog

Cutting Through the Noise


August 5, 2015

By Tom Bradley

The Negative Impact of Near-zero Interest Rates

Central bankers' views on near-zero interest rates are changing, and hopefully more balance is coming into the conversation.

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June 18, 2015

By Tom Bradley

The Big Disconnect

Are central bankers getting in the way of the natural path of an economic cycle?

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June 8, 2015

By Tom Bradley

Flabbergasted

A quote from Charlie Munger captures the essence of the economic experiment that we’re all taking part in.

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May 19, 2015

By Scott Ronalds

End of an Era

Letterman's last show this week marks a changing of the guard in late night TV. Is investment management next?

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May 8, 2015

By Tom Bradley

What's the Next Excuse?

The Canadian and U.S. central banks are good at finding a reason why they shouldn’t increase interest rates. It's time to put a little hay in the loft.

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April 30, 2015

By Tom Bradley

Banking Fees - Some Context

Retail banking in Canada is hugely profitable, which is why RBC's fee hike announcement is causing a stir.

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April 24, 2015

By Scott Ronalds

TFSA Limit Increased

A look at what the increase to the annual TFSA contribution limit means for you.

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April 23, 2015

By Scott Ronalds

An Investor-friendly Budget

The federal government proposed a budget this week with some big implications for investors.

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April 7, 2015

By Tom Bradley

Beware of Soft Landings

Is the Canadian housing market heading towards a soft landing? Hardly.

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March 25, 2015

By Tom Bradley

You're Such a Tease

Uh-oh ... Canadian banks are starting to offer teaser rates on mortgages.

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March 18, 2015

By Tom Bradley

The Fed Frenzy

The media frenzy around when the Federal Reserve is going to start raising interest rates is taking Fed follies to a whole new level.

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March 5, 2015

By Tom Bradley

Trailer Fees - The Last Nail in the Coffin?

The fund industry isn't playing ball with the Canadian Securities Administrators (CSA), which raises the question, "Is this the final nail in the coffin for trailers?"

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March 3, 2015

By Tom Bradley

Bombardier: Don't Bite the Hand

Why Bomber's management team should be more attentive to the hand that feeds it.

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February 25, 2015

By Tom Bradley

The Virtuous Circle ... Unwinding?

A look at why we're intently watching to see what happens with the Alberta housing market.

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February 17, 2015

By Tom Bradley

Inhuman Volatility

The volatility we've seen in the markets so far this year has been remarkable. Valuation driven managers are eating it up.

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February 16, 2015

By Tom Bradley

The Bottomless Pit

A look at the relationship between tech companies and advertising revenues.

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January 27, 2015

By Tom Bradley

The Impact of a Strong Greenback

The strong U.S. dollar is going to be a prominent feature of this quarter’s reporting season. We look at the impact through a Canadian lens.

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January 26, 2015

By Tom Bradley

Does 'Up' Volatility Count?

Is a fund that was up 28% in a year really a low volatility fund?

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January 21, 2015

By Tom Bradley

Definitely Not Now

Clearly, Monday's letter should have been couriered to Bank Governor Poloz.

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January 19, 2015

By Tom Bradley

If Not Now, When?

A letter to Bank Governor Poloz.

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January 7, 2015

By Tom Bradley

Forecasting Follies

Be leery of forecasters. Economists have predicted 9 of the last 5 recessions.

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December 30, 2014

By Tom Bradley

Oil: A Bittersweet Tale

Oil is the topic of the day. Tom provides some perspective on this slippery matter.

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December 11, 2014

By Tom Bradley

CRM2 - Clients Raving Mad Too

New regulations will force investment dealers to provide better disclosure on performance and fees. We're doing our part to help get advisors ready.

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December 2, 2014

By Tom Bradley

An In-depth Look at the Canadian Housing Market

The real estate industry and banks are saying there are some signs of strain in the market, but the risks are benign. Tom thinks otherwise.

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November 5, 2014

By Tom Bradley

Index-linked Notes: To Who's Advantage?

A look at how index-linked notes blatantly overstate their benefits.

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