Items that may only interest me …. For some analysts, semiconductor (chips) manufacturers are considered a proxy for economic growth. That is not good news as lately chipmakers have issued ominous warnings about the economy. Last week, AMD and Samsung both revealed that demand for their chips has plunged — a bad omen for the entire […]
Author Archives: 1investor
The week ending October 7, 2022
Fractional shares…. With the start of a new quarter, comes an update of all three Portfolios as of September 30. Check out the latest holdings and gains for Portfolio 1, Portfolio 2, and Portfolio 3. After a terrible third quarter, investor sentiment is definitely bearish. However, with very low expectations its possible the fourth quarter […]
The week ending September 30, 2022
Fractional shares…. And so ends the third quarter of 2022. After a rally to start the quarter, the markets ended with a thud! The Toronto Stock Exchange Composite Index (TSX) is doing the best of the four major North American Indexes, and it is in a market correction (down more than 10% from recent highs). […]
The week ending September 23, 2022
Fractional shares…. The big news that impacted us investors came out of the USA this week, causing share prices to tumble. As expected, the US Federal Reserve (Fed) raised the US benchmark interest rate by 0.75% this week. This was the third straight 0.75% increase. What was unexpected was the Fed’s vow to crush inflation, […]
Look to the future for opportunities
Back at the start of the year, in January 2022, financial analysts were warning, if not screaming, that inflation and higher interest rates were coming. Prices were rising and it was going to cost more to pay off debt, be it loans, mortgages, or corporate debt. That we knew should have planned accordingly (I did […]
The week ending September 16, 2022
Fractional shares…. Just when supply chain problems were slowly being eliminated, rail workers in the US threatened to go on strike. Fortunately, a deal between the major U.S. railroads and the railroad unions was reached to avert a work stoppage. This was such a crucial deal for the US economy that even President Biden took […]