Blog

Cutting Through the Noise


March 13, 2023

By Tom Bradley

A crisis of confidence in the banking sector

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.

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March 6, 2023

By Tom Bradley

Investing is fraught with the challenges of ‘turbo lag’. But here’s how you can stack the odds in your favour

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.

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February 27, 2023

By Tom Bradley

Memories fade and scars heal. In investing, just a little too fast

A good read from Joe Wiggins on investor behaviour.

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February 21, 2023

By Tom Bradley

Things that should make investors worry they're not on the right track

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.

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February 6, 2023

By Tom Bradley

Three important terms that confuse investors to their detriment

An attempt to clarify the meaning of diversification, volatility and fees.

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January 23, 2023

By Tom Bradley

3 reasons why investing now is better than in the go-go days of 2021

Why we like the lay of the land for bonds, price-to-earnings ratios and investor sentiment.

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January 10, 2023

By Tom Bradley

Bradley's Brief — Q4 2022

Tom Bradley's quarterly letter to clients.

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January 9, 2023

By Tom Bradley

How investors can turn last year’s mistakes into their future advantage

Last year was a tough one for investors. We can all take to heart some lessons, however, that shouldn't be wasted.

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December 12, 2022

By Tom Bradley

Questions to ask when looking at companies that have yet to turn a profit

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.

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November 28, 2022

By Tom Bradley

It takes two to tango, so investors should figure out what the other side is thinking

For every buyer, there's a seller with a different opinion. That's what makes a market. Which is why it can be helpful to pause to understand what the investor you’re transacting with is thinking before hitting the buy or sell button.

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November 25, 2022

By Tom Bradley

If you wait for certainty ...

'If you wait for certainty you'll miss the market.' These words of wisdom from Bob Hager refer to the notion that by the time the concerns and risks of the day are resolved, stock prices will already be significantly higher.

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November 21, 2022

By Tom Bradley

My 15 minutes of fame

Tom Bradley's speech from his induction into Canada's Investment Industry Hall of Fame, which took place on October 27.

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November 15, 2022

By Tom Bradley

Things investors should focus on and things they can probably ignore

Tom Bradley offers a few ideas to help you manage your attention capacity when it comes to investing.

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November 1, 2022

By Tom Bradley

There's a good side to oligopolies and a lack of competition if you're an investor

What’s hammering your budget may be benefiting your portfolio. Tom Bradley explains in his Financial Post column.

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October 17, 2022

By Tom Bradley

Don’t let the market noise drown out what's right for you

The markets right now have a lot of “not right now” going on. The common refrain from economists, strategists and analysts is not to buy yet. But this seemingly ubiquitous viewpoint needs additional context.

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October 11, 2022

By Tom Bradley

Bradley's Brief — Q3 2022

Tom Bradley's quarterly letter to clients.

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October 3, 2022

By Tom Bradley

Things to watch for in a bear market

It’s a hard time to make investment decisions. The noise is high, and emotions are higher. Here are a few thoughts that may help balance the commentary and lower the temperature.

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September 19, 2022

By Tom Bradley

Do this, don't do that: Investors should read these 11 signs

11 messages the infamous 'dude with sign' might consider if he focused solely on investing.

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September 6, 2022

By Tom Bradley

The Jackson Hole Jolt felt around the world and what it should mean for investors

Thoughts on U.S. Federal Reserve Chair Jerome Powell's short speech in Jackson Hole that jolted markets.

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August 30, 2022

By Tom Bradley

Words of wisdom on quick versus careful decision making

Words of wisdom from Baillie Gifford, a Scottish growth manager that's been under pressure recently due to a stretch of underperformance.

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August 22, 2022

By Tom Bradley

How to please the future you by taking investing actions today

These things are more important than being a brilliant stock picker or market timer, and way easier.

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August 18, 2022

By Tom Bradley

Building Trust

An informal poll by the Globe and Mail personal finance columnist Rob Carrick indicated that Steadyhand is recognized by Canadians as one of the country's most trusted financial brands. We recap some of the things we do—big and small—that we hope engender trust in our business.

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August 8, 2022

By Tom Bradley

What's baked into the cake? That's a question investors should always be asking

In investment parlance, 'baked into the cake' refers to the fact that investors in aggregate are aware of the prevailing outlook and have already factored it into stock prices. We look at what is and isn't being 'baked in' right now.

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July 25, 2022

By Tom Bradley

Buying stronger companies in times of weakness can give investors the nerve to be countercyclical

Investing in the strongest companies may maximize your returns over the next few years. Tom Bradley explains in his Financial Post column.

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July 11, 2022

By Tom Bradley

The great normalization has crushed investor sentiment — and that may be a sign the worst is over

Global stocks are down almost 20% year-to-date, investor sentiment has gone from one extreme (greed) to another (fear), and the R-word (recession) is increasingly being thrown around. So where does this leave us as we look ahead to the second half of the year? Tom Bradley provides some perspective in his Financial Post column.

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