Blog: Cutting Through the Noise

Postings

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 ...

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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 ...

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He Couldn't Carry Trevor's Bag

Excerpt from Tom Bradley's blog on December 20, 2008

I’m a sports fan. I’m a Canucks fan. I was a Mats Sundin fan. Until now. Mats’ little dance with NHL general managers is one of the most cynical things I’ve witnessed in sports - the NY Knicks signing of ...

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Road of Least Recovery

Excerpt from Tom Bradley's blog on December 18, 2008

I am on a list to receive a daily email advertisement from Advisor.ca. I see a different product from a different company every day. For me, it’s a great way to keep in touch with what products are being pushed ...

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Podcast: 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

In this podcast, I expand on my latest Globe and Mail column, where I identify three reasons why investors should be looking beyond the doom and gloom: (1) stock and corporate bond valuations are very attractive, (2) investor sentiment is close to maximum bearishness, and (3) there's a mound of cash building up on the sidelines...

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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 ...

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China Inc. - Buy, Hold or Sell

Excerpt from Tom Bradley's blog on December 9, 2008

I think it’s a fascinating time for China watchers. What am I saying? It’s always an interesting time to be a China watcher. There has been an underlying assumption in the market that China will grow rapidly forever. Government resources ...

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No Laughing Matter

Excerpt from Tom Bradley's blog on December 6, 2008

The other night Lori and I were drowning our sorrows with a bottle of red wine - markets, markets, markets...drink, drink, drink. The wine, called Portfolio 2006 , was a diversified mix of Merlot, Cab, Cab Franc, Malbec and Petit ...

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Armchair v. Professional Investor: These Days it's a Much Fairer Fight

Excerpt from Tom Bradley's blog on December 1, 2008

The Globe and Mail, Report on Business Published November 29, 2008 I've been getting more "hate" mail lately. The e-mails from readers who disagree with me have become more pointed; I need oven mitts to handle some of them. It ...

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Progress on Fund Fees

Excerpt from Tom Bradley's blog on November 21, 2008

I have been vocal about our high cost wealth management industry and cynical about pronouncements of fees coming down. There have been some fee reductions, but for the most part the adjustments have been on small, unpopular funds and/or funds ...

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Look For Managers Who Put Their Money Where Their Mouth Is

Excerpt from Tom Bradley's blog on November 17, 2008

The Globe and Mail, Report on Business Published November 15, 2008 It's always hard to pick someone to manage your money. You want people with experience and an investment philosophy you're comfortable with. You want to be sure they have ...

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