Monthly Archives: February 2025

Big leverage magnifies boom and bust

Human life is full of unforeseen risks every day. Unexpected events are the norm, not the exception. There’s no such thing as certainty. Only daily choices and habits are within our control. But that gives the disciplined a big advantage … Continue reading

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Less over-valued equities do not equate to ‘safe haven’

Participating in a recent VRIC panel with my two favourite economists was fun, and I have included the video clip below. As the only money manager on the panel, I must add a caveat to David’s comments about the Canadian … Continue reading

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Canadian insolvencies at 15-year high and rising

According to the latest Canadian Association of Insolvency and Restructuring Professionals, 2024 saw a 15-year high in Canadian business and consumer insolvencies—about 375 daily. The group expects pressure on companies and consumers to continue in 2025 amid threats from potential … Continue reading

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