Toronto Money Show – Timing the Market Using Fundamental, Technical, and Seasonality Analysis
Join CastleMoore’s Jon Vialoux at the Toronto Money Show as he presents on the topic of Timing the Market Using Fundamental, Technical, and Seasonality Analysis.... Read More →
The Summer Set Up: Moving on from Spring Investments
The Summer Set Ups The change from spring to summer in markets tends to usher in a more conservative portfolio stance. In general, this is... Read More →
Markets Missive
MACRO FUNDAMENTALS Monetary Policy Takes Back Seat Near Term to US Election, China Economics, Geopolitics The major fundamental themes impacting markets over the next quarter... Read More →
Post Fed & Pre-Election
With the September Fed meeting behind us and the US Presidential Election ahead we are in between days it seems, like waiting for Godot, waiting... Read More →
Central Banks on Tap
The obvious main driver of markets near term will be the FOMC meeting on Wednesday, September 21. However, the People’s Bank of China’s currency strategy... Read More →
Tuesday Market Missive – Defensives Weaken On Cue
Overall indices are in a holding pattern at elevated levels without any usual August volatility to this point in the month. With earnings winding down... Read More →
Wednesday Markets Missive
Stocks markets are currently displaying a low risk state, typical of August, with Q2 earnings coming to an end, and August holidays in full swing.... Read More →
What’s Catching Our Eye
Now that we are up almost 9% on the S&P and 7% on the TSX since the late June bottom we are assessing where we... Read More →
Markets Mondays Missive
Equity markets remain in a neutral phase longer term (monthly data). This condition, market by flat readings for the TSX and S&P has remained for... Read More →
Hedging or Reducing Market Risk is Building
Things can move in one direction far exceeding our expectations of reversion timing. Lord Keynes, though the attribution is sketchy, apparently said something about this... Read More →