Alts Get A B+ This Bear
Everyone likes the sound of something that is unique or even exotic. Would you rather own a fund that invests … Read more
Connected Wealth
Behavioural Mistakes Abound
Behavioural finance has gained a considerable amount of popularity over the past few years as it pertains to investing. Among … Read more
Machine Learning Meets Portfolio Management
Financial markets have become increasingly efficient, making it harder to beat them using conventional methods. While we are still in … Read more
Energy Not Adding Up
A barrel of oil, West Texas Intermediate, currently fetches $65 per barrel, that is a fairly decent price looking back … Read more
Active Beat Passive In 2017?
Sacrilege, right? Over the years, have we not been taught that actively managed funds simply don’t stand a chance against … Read more
Avoiding Mistakes
If you believe most marketing material, it would be easy to come to the conclusion that great ideas are the … Read more
Cyclical Yield En Vogue
In the past three Market Ethos instalments, we covered the market correction and its most likely culprit, namely rising bond … Read more
Expectations Are Inflating
The U.S. Federal Reserve has a dual mandate of targeting 2% inflation and maximum employment. They are doing a great … Read more
The Bell Has Been Rung
Last week we wrote a piece titled “Hey Equity Markets, Bond Yields Toll for Thee.” Well, bond yields tolled alright, … Read more
Hey Equity Markets, Bond Yields Toll For Thee
The TSX has dropped over 4% this past week, the S&P 500 is down almost 4%, about the same for … Read more
All About FX
The S&P 500 is rocking new high after new high. Since the end of November, it is up 7.9% in … Read more
Growth vs Value And Your Age
It should not be lost on investors that in 2017 the S&P 500 Growth Index outperformed the S&P 500 Value … Read more
Managing Your Biases
If you had to analyze every decision you make on a given day, you probably wouldn’t get much done. You … Read more
Stars Remain Aligned
This is an excerpt from our upcoming Redwood Core Income Investor letter which will be published and distributed this week. … Read more
The Anatomy Of A Bubble
Stock market bubbles don’t grow out of thin air. They have a solid basis in reality, but reality as distorted … Read more
