Blog: Cutting Through the Noise

The Investment Profession-versus-business Tug of War

Excerpt from Tom Bradley's blog on January 7, 2008

The Globe and Mail, Report on Business Published January 5, 2008 Over the holidays I had a chance to read Michael Mauboussin's More Than You Know: Finding Financial Wisdom in Unconventional Places . From his perch as chief investment strategist ...

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On Fund Mergers, Facebook and Lawn Clippings

Excerpt from Tom Bradley's blog on December 23, 2007

The Globe and Mail, Report on Business Published December 22, 2007 I put my neck on the line last year with some bold and provocative predictions for 2007 . Rather than make economic or market calls, however, I focused on ...

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Why are the Banks Trading so Cheaply?

Excerpt from Tom Bradley's blog on December 10, 2007

The Globe and Mail, Report on Business Published December 8, 2007 What price-earnings multiple would you put on a company that is growing at 10 per cent, is highly profitable and pays a healthy dividend? A company that has steadily ...

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Short-term Market Pain is a Chance for Long-term Gain

Excerpt from Tom Bradley's blog on November 26, 2007

The Globe and Mail, Report on Business Published November 24, 2007 Over the last few weeks, I've been spending lots of time speaking with clients and other investors. It's been interesting because while I want to talk about Steadyhand, Steve ...

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Stick to the Fundamentals and Good Things can Happen

Excerpt from Tom Bradley's blog on November 12, 2007

The Globe and Mail, Report on Business Published November 10, 2007 As an equity guy, I don't like to admit it, but I recently spent some time with the bond team at Connor Clark & Lunn Investment Management. Bondies aren't ...

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Investors Have More Options, so Should Fund Managers

Excerpt from Tom Bradley's blog on October 29, 2007

The Globe and Mail, Report on Business Published October 27, 2007 My partners and I were bouncing around ideas this week for an advertising program. We weren't coming up with anything too brilliant and even starting to get a little ...

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Hedgies are Bulking Up, But it may not Benefit Investors

Excerpt from Scott Ronalds's blog on October 15, 2007

The Globe and Mail, Report on Business Published October 13, 2007 The first column I wrote for The Globe and Mail was on hedge funds. As a guest columnist, I innocently poked my head up and declared that their fees ...

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We Know They're Mistakes, So Why Keep Making Them?

Excerpt from Scott Ronalds's blog on October 1, 2007

The Globe and Mail, Report on Business Published September 29, 2007 "Wisdom comes from sitting on your ass." According to Warren Buffett's sidekick, Charlie Munger, it's the best road to effective thinking. For the last six weeks I've been laid ...

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Bigger Isn't Better, So Give Some Love to the Little Guys

Excerpt from Scott Ronalds's blog on September 16, 2007

The Globe and Mail, Report on Business Published September 15, 2007 If you've been a regular reader of this column, you know that I sometimes write about things that are driving my wife crazy. When Lori gets on a rant ...

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Immaculate Correction? Maybe, But Times Have Changed

Excerpt from Scott Ronalds's blog on September 4, 2007

The Globe and Mail, Report on Business Published September 1, 2007 Are we experiencing another immaculate correction? That’s how I describe the market corrections we’ve experienced while living under the protective umbrella of U.S. President George W. Bush and former ...

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Keep Emotions in Check, and Stick to the Plan

Excerpt from Scott Ronalds's blog on August 20, 2007

The Globe and Mail, Report on Business Published August 18, 2007 Shouldn't I be doing something? In historical terms, volatile markets like we're experiencing now are not unusual, so I don't want to overplay it. I'll admit, however, that I ...

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Time for Advisers to Temper Investor Expectations

Excerpt from Tom Bradley's blog on August 7, 2007

The Globe and Mail, Report on Business Published August 4, 2007 At some point in the next year or two, it is going to get much harder to be an investment professional. A significant market decline and/or bursting of the ...

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