Blog: Cutting Through the Noise
Globe and Mail Articles
'New World Order' or Not, Think Twice Before Jumping on the Bandwagon
Excerpt from Tom Bradley's blog on June 16, 2008
The Globe and Mail, Report on Business Published June 14, 2008 We can't go anywhere or do anything without feeling the impact of high oil prices. It is the topic du jour and we are at the stage where every ...Read More
Chou Runs His Fund the Way He Runs His Life - and That's a Good Thing
Excerpt from Tom Bradley's blog on June 2, 2008
The Globe and Mail, Report on Business Published May 31, 2008 I grumbled as I read Rob Carrick's profile on Francis Chou in the latest issue of Globe Investor magazine. He beat me to it. I had visited Francis a ...Read More
Watching if Sprott Can Handle Life in the Heavyweight Class
Excerpt from Tom Bradley's blog on May 20, 2008
The Globe and Mail, Report on Business Published May 17, 2008 On my way to a breakfast meeting recently, I walked by the 'Opening Soon' Apple store in Vancouver's Pacific Centre Mall. I know how hot that store is going ...Read More
Get a Reality Check Folks: Those Low-risk Big Yields are History
Excerpt from Tom Bradley's blog on May 6, 2008
The Globe and Mail, Report on Business Published May 3, 2008 Where were you in August of '82? I will always remember. I was between my years at Western in what is now the Ivey School of Business and was ...Read More
The Increasing Complexity - and Masked Risks - of Wealth Management
Excerpt from Tom Bradley's blog on April 21, 2008
The Globe and Mail, Report on Business. Published April 19, 2008 Purdy, what were you thinking? Didn't you know how complex and convoluted investment products have become? Didn't you know this would become a hornet's nest with many different interests ...Read More
Odds Can be Stacked in Your Favour Buying Bank Stocks for the Long Term
Excerpt from Tom Bradley's blog on April 7, 2008
The Globe and Mail, Report on Business Published April 5, 2008 A couple of times in recent months I've used the banks as a framework for talking about investing and the buy side of the street. I'm back at it. ...Read More
In Turbulent Times, the Wise Investor Should Ignore Fears and Get a Little Greedy
Excerpt from Tom Bradley's blog on March 24, 2008
The Globe and Mail, Report on Business Published March 22, 2008 Between now and the time I publish my next column, you should receive a quarterly statement from your investment adviser or manager. Get prepared. Your net worth will have ...Read More
At its Heart, Investing is About Risk, and Stacking the Odds in Your Favour
Excerpt from Tom Bradley's blog on March 10, 2008
The Globe and Mail, Report on Business Published March 8, 2008 During the RRSP season we were barraged with ads from the banks and insurance companies. In light of the recent market turbulence, the emphasis has been on their ‘risk ...Read More
Mixed Emotions: Sadness, Fascination and Excitement Over the PH&N Sale
Excerpt from Tom Bradley's blog on February 25, 2008
The Globe and Mail, Report on Business Published February 23, 2008 It appeared on my BlackBerry screen on Thursday afternoon. Word from the office that Royal Bank was buying Phillips Hager & North. My first reaction was to shrug and ...Read More
'Decoupling' Theory Plays Down our Integrated and Leveraged World
Excerpt from Tom Bradley's blog on February 11, 2008
The Globe and Mail, Report on Business Published February 9, 2008 In 2007, the capital markets were defined by acronyms (CDO, ABCP, SIV, CDS), but the big new word doing the rounds now is "decoupling". Decoupling refers to an economic ...Read More
As Winners and Losers Get Sorted Out, There's Opportunity for Gains
Excerpt from Tom Bradley's blog on January 28, 2008
The Globe and Mail, Report on Business Published January 26, 2008 I had a column written for this week on how investors should expect lower returns, lower than what they have achieved in the past 10 to 25 years. I ...Read More
Depleted, Can Trimark Still Execute?
Excerpt from Tom Bradley's blog on January 10, 2008
The Globe and Mail, Report on Business Published January 12, 2008 Note: this article is a revised version of a previous blog posting titled Fit to be Tyed that was picked up by the Globe and Mail. It was a ...Read More
