Barry’s Take on Onex CEO Gerald Schwartz’s Presentation at the CFA Annual Investment Dinner

By |November 10th, 2019|

Barry attended the CFA Society’s Annual Investment Dinner where Gerry Schwartz, CEO of Onex, was the keynote speaker. While the presentation didn’t initially meet his expectations, he realized afterward that it was one of the best he’d ever heard.

Waiting for the Recession. Calmly.

By |August 22nd, 2019|

Economies move in cycles. At the start of a new cycle demand for goods and services is strong and growing. Businesses hire more workers, open new stores and factories, and scramble to increase production. The newly hired workers spend their wages, increasing demand even further. Times are good, everybody pays their bills and the only people suffering are the bankruptcy lawyers.

Our remedy for low interest rates

By |June 18th, 2019|

“It appears interest rates will stay low for the next ten years,” said Bruce Flatt, CEO of Brookfield Asset Management. This is a rather bold prediction, considering that just last year investors were told to prepare for rising interest rates. In his latest blog, Barry discusses the implications for this and the path that we are following in this environment.

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