Cutting Through the Noise
August 21, 2023
A look at what makes investing different from every other aspect of your life, and how you can embrace its peculiarities to your advantage.
Read MoreAugust 8, 2023
Observations about trends being overlooked, misunderstood, or in transition.
Read MoreJuly 24, 2023
Speculating about something can be entertaining. Debating how the Jays will do, or the number of goals Connor McDavid will score, is fun and totally harmless. Everyone knows there’s no way of determining what will happen. Any outcome is possible. The investment industry’s preoccupation with predicting the stock market is another matter. The people making the forecasts actually believe what they’re saying. Their seemingly well-reasoned projections also have entertainment value but, unfortunately, lead to poor investment decisions.
Read MoreJuly 20, 2023
A lightly edited version of a speech that Tom Bradley gave at a Portfolio Management Association of Canada dinner for the 2023 PMAC Awards for Excellence in Investment Journalism on June 21.
Read MoreJuly 11, 2023
Why you should stay glued to your target asset mix unless there are good reasons to do otherwise.
Read MoreJuly 10, 2023
June 26, 2023
Capturing a liquidity premium can make sense for your portfolio, but there's no free lunch with this type of risk — as holders of some real estate and mortgage funds today will attest.
Read MoreMay 29, 2023
It’s not often you get a chance to talk to someone who’s been involved in a profession for more than 70 years. But the Vancouver investment community has such a person — Michael Ryan. Behold some nuggets of wisdom from the veteran money manager.
Read MoreMay 15, 2023
It’s a fascinating time to be analyzing businesses, the economy and the market. In his latest Financial Post article, Tom Bradley identifies a list of important trends that are going through profound change or just starting a transition.
Read MoreMay 1, 2023
Investors sometimes believe their advisers know more than they do. That’s a mistake, and it’s important, because it creates unrealistic expectations for an endeavour where realistic expectations are a must.
Read MoreApril 20, 2023
A composable brand is one that different people use in different ways. Like Spotify or Starbucks. Everyone has their own playlist and unique coffee order. Steadyhand, too, is a composable company — perhaps the ultimate in our industry. Here's what we mean.
Read MoreApril 17, 2023
Election polls and Fed announcements are for day traders. Important factors such as inflation and China are the ones long-term investors should try to understand. Tom Bradley expands in his Financial Post column.
Read MoreApril 11, 2023
April 3, 2023
The market’s speed and volatility has surged in recent years, but are gifts for those who have a good sense of value and can keep their head from spinning.
Read MoreMarch 23, 2023
Economists can have great insights, but be careful to not get too caught up in their short-term market forecasts. They're not worth the paper they're written on — no matter who writes them.
Read MoreMarch 20, 2023
Last week’s banking scare in the United States goes a long way to explaining why bank stocks trade at lower valuations than other companies with less impressive track records.
Read MoreMarch 13, 2023
We find ourselves in another banking crisis. The word ‘crisis’ may seem like an overstatement at this stage, but when it comes to banking, confidence and trust are crucial. Right now, there’s a crisis of confidence.
Read MoreMarch 6, 2023
One of the thrills of driving an electric car is the pasted-in-your-seat acceleration. Unfortunately, investing isn’t like that. There's more of a turbo lag — think of an old Volvo. Tom explains in his Financial Post column.
Read MoreFebruary 27, 2023
A good read from Joe Wiggins on investor behaviour.
Read MoreFebruary 21, 2023
A good rule of thumb is that if something doesn’t seem to make sense, it probably doesn’t. Right now, there are more things than usual going clink, clink ... clunk.
Read MoreFebruary 6, 2023
An attempt to clarify the meaning of diversification, volatility and fees.
Read MoreJanuary 23, 2023
Why we like the lay of the land for bonds, price-to-earnings ratios and investor sentiment.
Read MoreJanuary 10, 2023
January 9, 2023
Last year was a tough one for investors. We can all take to heart some lessons, however, that shouldn't be wasted.
Read MoreDecember 12, 2022
Investors are less starry-eyed about tech and growth companies in 2022 and want to see real earnings, or at least a credible plan to get there. Here are the questions to ask when looking for the next future profit machines.
Read More