Since the pandemic and leading into the inauguration of Donald Trump as the 47th President of the United States, the U.S. economy has been extremely resilient
What Happened?
The April 2 U.S. tariffs announcement was a “known unknown.” While it was expected that President Trump would reveal his plan, the specifics were
1. How is Trump’s presidency changing the trades and orders of the world?
We expect Donald Trump in power to be, on balance, positive for U.S. markets. Trump
The world suddenly became more complex as Donald Trump began his new term as President of the United States, coinciding with the launch of DeepSeek, a Chinese
The first round of industrial revolutions (coal, gas, nuclear, internet) saw the growing use of machines and computers to enhance human productivity. The job
For this month, I have decided to interview myself. It will be fun!
Interviewer: Hi, Alfred. How did you get started in the industry?
Alfred: I found investing
After a difficult performance for the 60/40 portfolio in 2022, you might forgive investors for throwing in the towel on the idea of diversification. When stock
There were multiple factors which caused a meltdown in the Japanese stock markets and corrections everywhere since the beginning of August.
Following the
Have you noticed your social media seems to know you these days? It continues to improve in relevance, and it is only showing you content that will likely
We are in the process of normalizing the economy, but what does that mean? Positive economic growth, check. Full employment, check. Normal monetary policy via
In terms of performance, private market assets generally had a better absolute year in 2023 but a weaker relative year compared to 2022. In that year, most
Living in Canada, most of us are aware that over the past year and a half to two years interest rates and inflation have dominated the economic discussion