Macro Research

Today I want to share what I call “The Jimmy”. I admire everything about this great man. A true Canadian Living Legend. But he is the world’s worst seller of stocks.

Coronavirus reached every corner of the earth and pushed every central bank and government to the brink. With that, unprecedented stimulus around the world was required.

Even though they’re publicly issued, these investments are essentially “invitation-only” and fill up fast. I was hooked since the first time I found about it in the early 2000s

A bull market can make an average or even rookie investor feel smarter than a Wall Street or Bay Street vet. But buyer beware and prepare.

This one book really helped me understand the thought process of Charlie Munger. It’s over 400 pages of brilliance in a fun and easy format. I’ve read this book more than any other book.

If you didn’t put your cash to work in 2020, then you’re fighting the tide ignited by the Fed.

Investors love chasing stories that are on the front page. But it’s the ones on the back pages that get no love that have the most upside.

Then the generalist funds were quick to move and locked in their gains in gold stocks post vaccine news.