Blog: Cutting Through the Noise
Globe and Mail Articles
Uneasy About the Market Bounce? Just Stick to Your Plan
Excerpt from Tom Bradley's blog on May 16, 2009
The Globe and Mail, Report on Business. Published May 16, 2009. What do we do now? Has the market gone too far too fast? Is it projecting too robust an economic recovery? Is it going to give back its gains as corporate earnings continue to disappoint? Or is...Read More
Size a Liability in Nimble Field of Stocks and Bonds
Excerpt from Tom Bradley's blog on May 3, 2009
The Globe and Mail, Report on Business. Published May 2, 2009. Last week I was at the Richard Ivey School of Business speaking to an investing class. It is part of the Benjamin Graham Centre for Value Investing, which has grown in international...Read More
Confessions of a Melancholic Money Manager
Excerpt from Tom Bradley's blog on April 18, 2009
The Globe and Mail, Report on Business. Published April 18, 2009. Let me set the scene. A generic portfolio manager enters a psychiatrist's office and starts talking. Let's be a fly on the wall. Thank you for seeing me, doctor. Sure, I can lie down on the couch...Read More
'It Will Sell': A Tipoff for Bad Investment Products
Excerpt from Tom Bradley's blog on April 6, 2009
As the wealth management industry works through this bear market, investment products that promise certainty and limited downside risk are going to be popular. With guaranteed investment certificates (GICs) offering minuscule yields, stock-market...Read More
Take Baby Steps When Moving Back Into Stocks
Excerpt from Tom Bradley's blog on March 23, 2009
The Globe and Mail, Report on Business. Published March 21, 2009. It is hard to find an individual investor who thinks that now is the right time to buy into the stock market. People that are holding cash are happy and have no intention of parting with their...Read More
When Others Lose Their Heads, Buffett Keeps His Focus
Excerpt from Tom Bradley's blog on March 9, 2009
The Globe and Mail, Report on Business. Published March 7, 2009. The news media have been remarkably quiet about the Berkshire Hathaway Inc. newsletter this year. And yet, as we go through this historic time, we need its calm, common sense and...Read More
Tackling Uncertainty This RRSP Season
Excerpt from Tom Bradley's blog on February 21, 2009
The Globe and Mail, Report on Business Published February 21, 2009 As regular readers know, some of my best columns are written for the sole purpose of keeping peace at home. If Lori wants me to write about something, the ...Read More
Focusing Too Much on the Short Term Can Lead to a Short Career
Excerpt from Tom Bradley's blog on February 8, 2009
The Globe and Mail, Report on Business Published February 7, 2009 I've been having trouble sleeping, so I dusted off a research report written by my friend, J.J. Woolverton, who is the chairman of Guardian Capital LP (he makes me ...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
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
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
Amid the Doom and Gloom, it's Time to Hatch a Strategy for Better Times
Excerpt from Tom Bradley's blog on December 15, 2008
The Globe and Mail, Report on Business Published December 13, 2008 “Everyone has a plan until they get punched in the mouth.” In a recent series of client presentations, we used these words from Iron Mike Tyson to segue from ...Read More
