Commentaries

I have been an avid and passionate follower of financial markets for decades…mostly to satisfy my own curiosity, but also to form opinions to share with others.  My interests cover everything from equities to government and corporate debt, currencies, commodities, and other asset classes such...

October 11, 2018 - Market Update Finally we are getting a bit of a sell off.  Techs are being sold off and I would hope that we will see some sell off in other 30-40x earnings firms.  October sell-offs are very normal.  Use the opportunity to...

Portfolio Update - June 2018 The DVI portfolio was up .66% in June 2018, slightly beating the Dow 30 Industrials (+.62%), the S+P 500 (-.46%), the Nasdaq (-1.49%) while slightly under performing the TSX which was up about 1% for the month. $10,000 invested in June...

The DVI Portfolio was up another 3% during the month of May, driven by good performance in my investments in retail and insurance.  During the month of May I realized profits in one of our retail decisions, which is up over 100% over the past...

David Rosenberg, Chief Economist for Gluskin+Sheff, penned an article in Saturday's Globe and Mail in which he forecasted a Recession occurring over the next 12 months. Rosenberg blamed the upcoming recession on "Trumpenomics." In his view, cutting taxes for corporations and also providing tax breaks...