Blog

Cutting Through the Noise


January 20, 2020

By Tom Bradley

Interest rates have been a tailwind for investors for 40 years. Will this be the decade that changes?

No matter how long the declining interest rate trend goes on, it’s wise to remember that rates are still a risk, not a given.

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December 30, 2019

By Tom Bradley

Forecasting the market is almost impossible — so here's what investors should do instead

The odds of getting a market forecast right are very low — so here's one recommendation that’s guaranteed to produce better investment outcomes.

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December 19, 2019

By Tom Bradley

The Bank Profit Indicator

Canada's big banks make gobs of money. We feel obligated to report just how much.

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December 16, 2019

By Tom Bradley

Four reasons to be upbeat about markets you won’t find in the headlines

What drives the market in 2020 is probably not the hot button issues we're reading about now.

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December 11, 2019

By Tom Bradley

Management changes at Steadyhand

We're excited to announce that Neil Jensen is now our Chief Executive Officer (CEO), with Tom Bradley becoming Chair and Chief Investment Officer (CIO).

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December 2, 2019

By Tom Bradley

Beware the 'bezzle': Three likely sources of illusory wealth in the markets today

With the 'bezzle,' you don’t know you’ve been robbed until much later. Tom Bradley reviews three probable sources of this illusory wealth that are on the investment landscape today.

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November 18, 2019

By Tom Bradley

Private equity has been booming, but public markets are starting to push back

There's a smackdown going on in private equity as public investors are starting to drive a harder bargain.

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November 4, 2019

By Tom Bradley

Time to turn down the vol on investment industry jargon

The investment industry invents new words, gives existing ones new meaning, and of course, there’s a slew of acronyms. Here's a much needed translation.

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October 21, 2019

By Tom Bradley

The 'R' word — Everybody's talking about it

Whether it’s next week, next year or beyond, we need to remember that a recession’s relationship to investing is a complicated one. Here’s what we mean.

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October 15, 2019

By Tom Bradley

Getting what you deserve from the markets

The struggle between thinking long term and making decisions based on short-term information and feedback is a mighty one. Here's a great video that brings it to life.

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October 7, 2019

By Tom Bradley

Is WeWork a disruptor or just another real estate company?

WeWork is the latest poster child for companies that are disrupting established industries. But is it the next Amazon, or the next Valeant? Tom Bradley weighs in.

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October 3, 2019

By Tom Bradley

Currency diversification — yay or nay?

There are ways to avoid the currency risk associated with owning foreign stocks. In our view, though, it's best to avoid such hedging.

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