Blog

Cutting Through the Noise


April 20, 2023

By Tom Bradley

The ultimate composable brand

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.

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April 17, 2023

By Tom Bradley

7 world headlines investors should pay attention to, and 1 to ignore

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.

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April 11, 2023

By Tom Bradley

Bradley's Brief — Q1 2023

Tom Bradley's quarterly letter to clients.

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April 3, 2023

By Tom Bradley

Market volatility making your head spin? Here are 4 key things to remember

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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March 23, 2023

By Tom Bradley

Taking economics too far

Economists can have great insights, but be careful to not get too caught up in their short-term market forecasts. They're not worth the paper they're written on — no matter who writes them.

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March 20, 2023

By Tom Bradley

Banks traded at low multiples with a howling wind at their backs, so what happens now?

Last week’s banking scare in the United States goes a long way to explaining why bank stocks trade at lower valuations than other companies with less impressive track records.

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March 13, 2023

By Tom Bradley

A crisis of confidence in the banking sector

We find ourselves in another banking crisis. The word ‘crisis’ may seem like an overstatement at this stage, but when it comes to banking, confidence and trust are crucial. Right now, there’s a crisis of confidence.

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March 6, 2023

By Tom Bradley

Investing is fraught with the challenges of ‘turbo lag’. But here’s how you can stack the odds in your favour

One of the thrills of driving an electric car is the pasted-in-your-seat acceleration. Unfortunately, investing isn’t like that. There's more of a turbo lag — think of an old Volvo. Tom explains in his Financial Post column.

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February 27, 2023

By Tom Bradley

Memories fade and scars heal. In investing, just a little too fast

A good read from Joe Wiggins on investor behaviour.

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February 21, 2023

By Tom Bradley

Things that should make investors worry they're not on the right track

A good rule of thumb is that if something doesn’t seem to make sense, it probably doesn’t. Right now, there are more things than usual going clink, clink ... clunk.

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February 6, 2023

By Tom Bradley

Three important terms that confuse investors to their detriment

An attempt to clarify the meaning of diversification, volatility and fees.

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January 23, 2023

By Tom Bradley

3 reasons why investing now is better than in the go-go days of 2021

Why we like the lay of the land for bonds, price-to-earnings ratios and investor sentiment.

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January 10, 2023

By Tom Bradley

Bradley's Brief — Q4 2022

Tom Bradley's quarterly letter to clients.

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January 9, 2023

By Tom Bradley

How investors can turn last year’s mistakes into their future advantage

Last year was a tough one for investors. We can all take to heart some lessons, however, that shouldn't be wasted.

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December 12, 2022

By Tom Bradley

Questions to ask when looking at companies that have yet to turn a profit

Investors are less starry-eyed about tech and growth companies in 2022 and want to see real earnings, or at least a credible plan to get there. Here are the questions to ask when looking for the next future profit machines.

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November 28, 2022

By Tom Bradley

It takes two to tango, so investors should figure out what the other side is thinking

For every buyer, there's a seller with a different opinion. That's what makes a market. Which is why it can be helpful to pause to understand what the investor you’re transacting with is thinking before hitting the buy or sell button.

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November 25, 2022

By Tom Bradley

If you wait for certainty ...

'If you wait for certainty you'll miss the market.' These words of wisdom from Bob Hager refer to the notion that by the time the concerns and risks of the day are resolved, stock prices will already be significantly higher.

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November 21, 2022

By Tom Bradley

My 15 minutes of fame

Tom Bradley's speech from his induction into Canada's Investment Industry Hall of Fame, which took place on October 27.

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November 15, 2022

By Tom Bradley

Things investors should focus on and things they can probably ignore

Tom Bradley offers a few ideas to help you manage your attention capacity when it comes to investing.

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November 1, 2022

By Tom Bradley

There's a good side to oligopolies and a lack of competition if you're an investor

What’s hammering your budget may be benefiting your portfolio. Tom Bradley explains in his Financial Post column.

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October 17, 2022

By Tom Bradley

Don’t let the market noise drown out what's right for you

The markets right now have a lot of “not right now” going on. The common refrain from economists, strategists and analysts is not to buy yet. But this seemingly ubiquitous viewpoint needs additional context.

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October 11, 2022

By Tom Bradley

Bradley's Brief — Q3 2022

Tom Bradley's quarterly letter to clients.

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October 3, 2022

By Tom Bradley

Things to watch for in a bear market

It’s a hard time to make investment decisions. The noise is high, and emotions are higher. Here are a few thoughts that may help balance the commentary and lower the temperature.

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September 19, 2022

By Tom Bradley

Do this, don't do that: Investors should read these 11 signs

11 messages the infamous 'dude with sign' might consider if he focused solely on investing.

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September 6, 2022

By Tom Bradley

The Jackson Hole Jolt felt around the world and what it should mean for investors

Thoughts on U.S. Federal Reserve Chair Jerome Powell's short speech in Jackson Hole that jolted markets.

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