Category Archives: Updates

One of the things I look for in a company is a loyal customer base. The type of customers that will sing the praises of the company no matter what, that will pay a premium for the product, and will line up for hours to get the latest product from the company. One such company […]

January effect: the belief that markets rise more in January than in other months. This belief is likely fuelled by the optimism of a new year, additional cash available thanks to money raised through tax loss harvesting to offset capital gains and the resulting lower share prices, and Christmas/end of the year bonuses. Its hard […]

Many of the institutions and brokerage houses took the holiday week off. With most of the professionals taking the week off, the markets were let to retail investors, also known as us amateur investors. As a result, the trading volume was considerably less than normal causing share prices to be more erratic. While December was […]

The Grinch attempted to stop the Santa Claus Rally at the start of the week, but investors were having none of that. Not only did the Grinch fail to steal the Santa Claus Rally but as his heart swelled with Christmas spirit, he managed to quell fears of the Covid-19 Omicron variant and the potentially […]

You may have heard the S&P 500 Index (S&P) is having another banner year, with a total return of 26%, year to date. Sounds great. But look a bit closer and, per David Kostin at Goldman Sachs, you’ll see over 33% of the S&P’s gains in 2021 have come from 5 very large companies (based […]

Ho, ho, ho. The Santa Claus rally may be just around the corner. Usually, though not every year, there is a lift to the markets in late December. There are many theories to the Santa Claus rally but there all just that – theories. From extra cash on hand thanks to unloading losing investments for […]