Quotes for thought for year-end reading
Quotes for thought for year-end reading As we write this 4th quarterly comment, we can’t help but think about how lucky we were for last year’s performance, especially after a great 2013. It would be nice if, as they say in French: “jamais deux sans trois”…. As usual, the US market continues to climb a […]
Investment outlook still positive, equity experts say
Against all odds, North American equity markets extended their upward progression for a sixth year in 2014, with U.S. stocks setting the pace. This, despite a steep late-year fall in oil prices. For a professional perspective on what this might presage for the year ahead on the investment front, Montreal Gazette reporter Paul Delean met […]
Stock markets at historical valuations
Stock markets at historical valuations Overall stock market indices keep marching on after a wonderful year in 2013 and delivered roughly a 5% increase for the first quarter (in CAD). As a reminder, March 2014 is the five-year anniversary of the February 2009 market bottom. During this 5 year period, we have experienced a non-functioning […]
What a year! Sometimes luck helps…
What a year! Sometimes luck helps… WHAT A YEAR! Dividends included, the US market went up 32%, the euro index went up 22.5% and the Tokyo market went up 54% (although 26% in USD). The emerging markets in general have not done as well though (some markets are actually down for the year). Many economists […]
Quantitative easing, when the music ends
Quantitative easing has been the central element fueling the U.S. stock market’s rise over the past four years. Read this French article on Finance et Investissement
What is an investment? … A refresher course.
What is an investment? … A refresher course. The first quarter of 2013 was fairly spectacular for the U.S. (up 11%), Switzerland (up 10%) and Japan (up 9%) and some smaller markets like Sweden, Mexico and Turkey. Unfortunately, for Canada, the SPTSX was down about 3%, due to weakness in the materials and utilities sectors. […]