Investment Thoughts - Markets by Howard Marks, The Yen Carry Trade and EdgePoint's Journey

Every now and them we come across a real investment theory golden...

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There Seems to be a Consensus Brewing

“Be greedy when others are fearful and be fearful when others are...

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Not So Fundamental Valuations

For the past year or so, artificial intelligence or AI has been o...

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Hey Les, where's the market correction?

As we move through 2023, our portfolios have accumulated higher l...

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Interest Rates, Artificial Intelligence, and Money Supply

It’s becoming clear that the historic rise in current interest ra...

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