Cutting Through the Noise
January 15, 2024
“I will be a steady, long-term investor.” It’s easy to say and difficult to do. Indeed, there’s a big gap between talking about sticking to a plan and actually doing it. Tom Bradley offers a few suggestions that will improve your chances of success in his latest Globe and Mail article.
Read MoreJanuary 9, 2024
January 3, 2024
As we head into 2024, there is no shortage of negatives to focus on. But there are plenty of reasons for optimism, too. Tom Bradley highlights seven of them in his Globe and Mail column.
Read MoreDecember 18, 2023
Beware of market forecasts: There’s no accountability around them, and certainly no intellectual honesty. And for every prediction that’s right, there are 10 that are way off.
Read MoreDecember 4, 2023
Nvidia Corp. reported its results recently and the numbers were eye-popping. Revenue for the third quarter was up 206 per cent to US$18-billion, and earnings per share were up more than 12 times, year-over-year. It was one of the most remarkable earnings reports I’ve ever seen from a large, established company. So, what did the stock do? Well, it went down.
Read MoreNovember 20, 2023
Right now, the bright shiny object is the safe and reliable GIC. Yet, investors opting for the comfort and certainty of GICs are likely to expose themselves to a set of risks they hadn't considered.
Read MoreNovember 9, 2023
Canadian investors recently lost a great advocate. Glorianne Stromberg passed away in Toronto on October 15th. She will be missed but her legacy lives on.
Read MoreNovember 6, 2023
In his new Globe and Mail column, Steadyhand Chair Tom Bradley endeavours to cut through the noise and sift through the urgent (news, headlines and stats) in search of the important.
Read MoreOctober 12, 2023
Tony Hamblin was a little-known giant in our industry. He was a mentor to several of Canada's great investors and had a lasting impact on many.
Read MoreOctober 10, 2023
September 5, 2023
The world's hottest stock, Nvidia, poses a dilemma for fund managers — both those who own it and those who don't. We explain.
Read MoreAugust 21, 2023
A look at what makes investing different from every other aspect of your life, and how you can embrace its peculiarities to your advantage.
Read MoreAugust 8, 2023
Observations about trends being overlooked, misunderstood, or in transition.
Read MoreJuly 24, 2023
Speculating about something can be entertaining. Debating how the Jays will do, or the number of goals Connor McDavid will score, is fun and totally harmless. Everyone knows there’s no way of determining what will happen. Any outcome is possible. The investment industry’s preoccupation with predicting the stock market is another matter. The people making the forecasts actually believe what they’re saying. Their seemingly well-reasoned projections also have entertainment value but, unfortunately, lead to poor investment decisions.
Read MoreJuly 20, 2023
A lightly edited version of a speech that Tom Bradley gave at a Portfolio Management Association of Canada dinner for the 2023 PMAC Awards for Excellence in Investment Journalism on June 21.
Read MoreJuly 11, 2023
Why you should stay glued to your target asset mix unless there are good reasons to do otherwise.
Read MoreJuly 10, 2023
June 26, 2023
Capturing a liquidity premium can make sense for your portfolio, but there's no free lunch with this type of risk — as holders of some real estate and mortgage funds today will attest.
Read MoreMay 29, 2023
It’s not often you get a chance to talk to someone who’s been involved in a profession for more than 70 years. But the Vancouver investment community has such a person — Michael Ryan. Behold some nuggets of wisdom from the veteran money manager.
Read MoreMay 15, 2023
It’s a fascinating time to be analyzing businesses, the economy and the market. In his latest Financial Post article, Tom Bradley identifies a list of important trends that are going through profound change or just starting a transition.
Read MoreMay 1, 2023
Investors sometimes believe their advisers know more than they do. That’s a mistake, and it’s important, because it creates unrealistic expectations for an endeavour where realistic expectations are a must.
Read MoreApril 20, 2023
A composable brand is one that different people use in different ways. Like Spotify or Starbucks. Everyone has their own playlist and unique coffee order. Steadyhand, too, is a composable company — perhaps the ultimate in our industry. Here's what we mean.
Read MoreApril 17, 2023
Election polls and Fed announcements are for day traders. Important factors such as inflation and China are the ones long-term investors should try to understand. Tom Bradley expands in his Financial Post column.
Read MoreApril 11, 2023
April 3, 2023
The market’s speed and volatility has surged in recent years, but are gifts for those who have a good sense of value and can keep their head from spinning.
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