Blog: Cutting Through the Noise
Postings
Buyer Beware: Leveraged ETFs
Excerpt from Scott Ronalds's blog on February 3, 2009
Gold was up roughly 1.5% in 2008 (as measured by the S&P/TSX Global Gold Index) - a good year relative to most other investments. If you used a slick new breed of leveraged exchange traded funds (ETFs), you could have doubled your exposure...
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Podcast: Tom & Wil Discuss the Small-Cap Fund
Excerpt from Scott Ronalds's blog on January 29, 2009
In this podcast, Tom chats with Wil Wutherich, the manager of the Small-Cap Fund, about the fund's performance in 2008, the current opportunities in the market, and some of the fund's larger holdings...
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Liquid and Lovin' it
Excerpt from Tom Bradley's blog on January 27, 2009
As I was reading the year-end report from CGOV, the manager of our Equity Fund, I was blown away by the numbers. We’ve talked in the past about the quality of companies in the fund, how well positioned they are ...Read More
Five Misguided Mantras That Should be Put to Rest
Excerpt from Tom Bradley's blog on January 25, 2009
The Globe and Mail, Report on Business Published January 24, 2009 Readers are quick to point out when they think I am naive, dismissive, misinformed or just plain wrong. No doubt there has been some loose analysis in this column ...Read More
A Mountain of Cash in the Waiting
Excerpt from Scott Ronalds's blog on January 22, 2009
We've mentioned in recent blogs and podcasts that there's a lot of money sitting on the sidelines as tired investors have been pulling out of the market. With the year-end numbers now rolling in, here are some figures worth noting: ...Read More
Jumping in or Averaging in - Which is Best?
Excerpt from Tom Bradley's blog on January 15, 2009
I recently re-read a 2004 article from Bernstein Global Wealth Management entitled Taking the Fear out of Entering Equities . It did an excellent job of addressing the issue of whether dollar-cost averaging is the best way to invest new ...Read More
This Isn't the RRSP Season to Miss
Excerpt from Tom Bradley's blog on January 13, 2009
As regular readers will know, I follow Jeremy Grantham and his colleagues at GMO with great interest. Jeremy’s quarterly missives are always enlightening and the firm, which is based in Boston, has a great long-term track record. One of the ...Read More
Podcast: Fourth Quarter Review
Excerpt from Scott Ronalds's blog on January 12, 2009
2008 was an ugly year in the capital markets. In particular, heavy losses were experienced in the fourth quarter, as widespread de-leveraging and indiscriminate selling took place. Yet, every major market decline presents opportunities and investors should ensure their portfolios are well positioned for the 'other side of the valley'.
In this podcast we review the fourth quarter and provide our thoughts on the markets going forward.
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Debt is the Pariah in the New Economic Order
Excerpt from Tom Bradley's blog on January 10, 2009
The Globe and Mail, Report on Business Published January 10, 2009 When trying to explain what's going on in the stock market, we often draw comparisons to the housing market. It helps to put the mysteries of Wall Street into ...Read More
Tax-Free Savings Accounts (TFSAs)
Excerpt from Scott Ronalds's blog on January 5, 2009
Starting this year, a new savings vehicle will be available to all eligible Canadians who are at least 18 years old. Tax-Free Savings Accounts (TFSAs) will enable individuals to invest money in a tax-free structure throughout their lifetimes. Contributions to TFSAs ...Read More
Readers' Choice - Top Steadyhand Blog Postings of 2008
Excerpt from Scott Ronalds's blog on December 30, 2008
As 2008 comes to an end (thank god!), we’d like to thank all of the loyal readers of our blog. We hope you’ve enjoyed our thoughts, opinions, commentaries, criticisms, musings and satires on investing and the industry that we call ...Read More
Crystal-ball Gazing for 2009 - After a Less Than Stellar Shot at 2008
Excerpt from Tom Bradley's blog on December 29, 2008
The Globe and Mail, Report on Business Published December 27, 2008 The year 2008 was a tough one for prognosticators. Certainly my previously impeccable record was severely tarnished. Last year's Christmas column had a few things right - Bill Holland ...Read More
