Tariffs and market volatility – Part 2
In this week's episode of the Long-Term Investing Podcast, Barry and Ernest provide more updates on tariffs as well as how best to position your portfolio in an uncertain time.
Tariffs and the market volatility
In this week's episode of the Long-Term Investing Podcast, Barry and Ernest discuss the market uncertainty relating to tariffs in the US and how Baskin Wealth is responding to the macroeconomic uncertainty.
How we are navigating through the tariffs
Almost exactly 5 years ago amidst the initial stages of the COVID-19 pandemic, I wrote a blog post about our framework for investing amidst a crisis. Today, we find ourselves again in a similar situation only this time, not from [...]
Monthly Newsletter – March 2025
Someone (perhaps Mark Twain) once said that history doesn’t repeat itself, but it rhymes. Right now, the market seems to be composing a particularly unpleasant limerick. The sharp drop after President Trump’s Liberation Day speech was jarring, but if history is any guide, it will soon fade into the background noise of investing—much like every other “once-in-a-lifetime” market panic. As always, the best strategy is to take a deep breath, resist the urge to run for the exits, and remember that time in the market beats timing the market.
CNQ’s tar-rific 2024
This week, Barry and Ernest first discuss how Baskin Wealth is navigating the upcoming Canadian federal election before reviewing 2024 results of Canadian Natural Resources and Tourmaline Oil.
Ernest Wong on BNN’s The Open – Hot Picks in tariff defensive stocks
Ernest Wong shares his hot picks in tariff defensive stocks on BNN's The Open.
Constellation’s stellar year
In this week's episode of the Long Term Investing Podcast, Barry and Ernest discuss Constellation Software and Topicus.com's 2024, whether they can continue to grow at the same pace and what potential risks they face from AI.
Staying the Course: Why We Don’t Sell in Down Markets
We know that many of our clients are concerned about the recent sharp drop in the stock markets in both Canada and the US. The last six weeks have seen the most precipitous slide in prices in the past few years and it is far from clear what will happen next. We do not have any special ability to tell the future, but we have been doing this for a long time, and I hope our experience can help bring some perspective to the situation.
Navigating Tariff Threats
This week, Barry and Ernest talk tariffs - why they are being put in place, how long they might last and what impact they may have on your portfolio. Lastly, they review Baskin Wealth Management's strategy in these uncertain times.
Compounding for 94 years
This week, Barry and Ernest discuss Warren Buffett’s annual letter, then provide updates on Alimentation Couche-Tard’s acquisition of 7-Eleven as well as earnings for National Bank and Domino’s Pizza.
