Monthly Archives: June 2024

A worthwhile discussion in this segment… So far this year, the top 10 stocks in the S&P 500 have accounted for more than 76% of the index’s gain. This is the 2nd most concentrated reading for the S&P in the … Continue reading →

The unemployment rate and bankruptcies are surging. Here is a direct video link. Canadian corporate bankruptcies are +93% year over year (shown below since 2014). While the Canadian stock market has gone nowhere since November 2021…

Twelve years of continuous central bank interventions (2010 to 2022) helped to sustain near-zero interest rates, which increasingly starved capital of conventional investment income/yield—the long-standing engine of compound returns. The finance sector capitalized on the yield void by offering high-fee … Continue reading →