Blog

Cutting Through the Noise


July 31, 2006

By Tom Bradley

Who'd Be Crazy Enough to Start a New Mutual Fund?

Us - that's who! I am partnering with Neil Jensen and a few other like-minded people to start Steadyhand Investment Funds . We're hoping to open the doors in the first quarter of 2007, although the date will be highly ...

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July 27, 2006

By Tom Bradley

The Wise CEO Rides the Cycle

The Globe and Mail, Report on Business, Guest Column July 21 2006 There are big decisions being made in the resource sector these days, as there are in the housing market, and at their core, the decisions are very similar. ...

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July 27, 2006

By Tom Bradley

Are We Near Top of Market Cycle? Ask a Porsche Dealer.

The Globe and Mail, Report on Business, Guest Column July 12 2006 In April, 2003, when everyone was felling pretty beaten up after three years of falling stock markets, I wrote an article in the Phillips, Hager & North Quarterly ...

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July 12, 2006

By Tom Bradley

The Mutual Fund - What a Concept!

As I contemplate starting a new investment company, I've had to assess what form it will take. Specifically, I've been trying to decide whether the good ole mutual fund is still a valid investment vehicle, or is it going the ...

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July 4, 2006

By Tom Bradley

If It Isn't Worth Doing...

"If something isn't worth doing, it isn't worth doing well." This is one of my favourite Charlie Munger lines and I think it's very applicable for those of us who manage money, for clients or just for ourselves. Specifically, I'm ...

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July 4, 2006

By Tom Bradley

Is Phelps Dodge the Next Time Warner?

I can't help but feel that the move by Phelps Dodge to buy (or merge with) Inco and Falconbridge will turn out badly. I admit, I'm not a bull on commodities. I think record high prices will stimulate significant growth ...

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June 28, 2006

By Tom Bradley

Three Keys to Investment Success

The Globe and Mail, Report on Business, Guest Column April 12 2006 A while back, Ira Gluskin recommended the new Barton Biggs book, Hedgehogging , in his column. I've enjoyed reading Mr. Biggs since his days at Morgan Stanley and ...

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June 28, 2006

By Tom Bradley

Time to Sell Canada Inc.?

The Globe and Mail, Report on Business, Guest Column March 17 2006 As I sat and watched the Neil Young movie Heart of Gold last week, I was reminded how great it is to be Canadian. Throughout the movie, Neil ...

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June 28, 2006

By Tom Bradley

China Uninterrupted

The news was out last week that China's economic growth in the first quarter was as strong as ever. The message was the same as it is every quarter (boring!), but it's nonetheless important because China's rapid growth is the ...

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June 22, 2006

By Tom Bradley

An Orderly Decline of the Housing Market? Not.

It is pretty much conventional wisdom that the housing cycle in the U.S. is going to turn down. The fundamentals point that way and there are now signs of a slowdown. The consensus amongst the analysts, however, it that it ...

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June 22, 2006

By Tom Bradley

Feeling Comfortable? Maybe it's Time to Shake Up Your Portfolio

The Globe and Mail, Report on Business, Guest Column February 16, 2006 When I talk to investors, invariably I find myself reminding them that there is no free lunch in investing. If someone is promising you higher returns, then there ...

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June 22, 2006

By Tom Bradley

I May Be A Dinosaur But It's Hedge Funds That Are Endangered

I've always pushed myself to stay current, and now that I'm a newly minted 50-year-old, I work at it even harder. There's no Eagles' Greatest Hits in my music collection. It's the New Pornographers and Metric on my iPod. I use a BlackBerry, a Bosu balance trainer, read blogs and leave my T-shirt untucked.

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