Outlook

Normally we discourage our clients from spending too much time worrying about the day-to-day gyrations of the stock markets, however, we felt that it would be worthwhile to share some of our thoughts with you, as well as the data for the month and links to essays you might have missed on a regular basis so we have created this monthly newsletter to keep you informed.

In his quarterly newsletter, David acknowledges that there is plenty we don't know about how the COVID crisis will evolve but we do know that the economy will not dry up and blow away. While it will contract by possibly an unprecedented amount and not all companies will survive, people will return to return to their prior way of life and companies will need to meet those demands.

David provides our perspective and approach in light of the recent market turmoil.

In his year end newsletter, David discusses why, while deep into the longest continuous period of economic expansion in U.S history, the markets produced remarkable gains in 2019 and what clues this can give us to possible future performance.

On October 30, 2019, David Baskin, Barry Schwartz and Scott Mazi delivered their Outlook 2020 at the Westin Prince Hotel in Toronto.

I have often told our clients that the best thing about my job is that I get to think about a very wide range of problems, challenges and opportunities that could affect the economy, and their investments. Obviously climate [...]

The old cliché that markets climb a wall of worry is as true today is it ever has been but, are we too worried? In this quarter end newsletter, David talks about what's causing him to lose sleep and suggests that a little bit of worry is not necessarily a bad thing.

David explains the "inverted yield curve" and that, despite this, it's not time to panic and we remain in business as usual mode.

In his year end newsletter, David looks back on what worked and what did not.