Category Archives: Main Page

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

Posted on February 5, 2025 by Danielle Park

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

Posted on February 4, 2025 by Danielle Park

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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Starting points matter most of all

Posted on February 3, 2025 by Danielle Park

How long the Trump bump will continue in stock prices is everyone’s guess. Still, great expectations increase room for disappointment, and nothing matters more to long-term investment returns than the level of fundamental valuation at the starting point. Donald Trump … Continue reading →

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