Category Archives: Uncategorized


24

Feb 2021

There’s No Place Like Home?

“The only investors who shouldn’t diversify  are those who are right 100% of the time.” – John Templeton I do appreciate that for most investors one of our behavioural “ticks” is to invest primarily in what we are familiar with. As a result, time and time again, I come across portfolios that are significantly over invested in Canadian companies. RBC Global Asset Management reported that as of May, 2019, while Canada…

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There’s No Place Like Home?

25

Jan 2021

It All Goes Back In The Box

“You have to ask yourself: When you finally get the ultimate possession, when you’ve made the ultimate purchase, when you buy the ultimate home, when you have stored up financial security and climbed the ladder of success to the highest rung you can possibly climb it, and the thrill wears off – and it will wear off – then what?”– John Ortberg Growing up I was…

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It All Goes Back In The Box

18

Dec 2020

Merry Christmas from Monty the Penguin

“There is no such thing as information overload – only filter failure.”– Clay Shirky For over a decade the British retailer, John Lewis, has aired what has become an iconic holiday season commercial. Although this year’s “Give a Little Love” was clever, in my opinion nothing comes close to 2014’s “Monty the Penguin”. Ironically, given our opening Dr. Seuss quote, it is a rather slick piece of marketing…

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01

Nov 2020

Filter Failure

“There is no such thing as information overload – only filter failure.”– Clay Shirky One critical challenge we face is choosing what to ignore. This is especially true when it comes to investing.  I was reminded of this fact during the lead up to the recent U.S. election after having numerous conversations around what the stock market might do if Trump either lost or won. A…

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Filter Failure

01

Oct 2020

Mindset Is Everything

“Happiness has to do with your mindset, not with outside cirumstances.”– Steve Marboli Who knew that Canada is one of the happiest places on the planet. Granted the info-graphic below was published pre pandemic, one could still make the argument that compared to the rest of the world during Covid 19 Canada is still a pretty happy place Please click here to enlarge and read the full article….

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Mindset Is Everything

02

Sep 2020

Calm Has A Coefficient

“Trying to determine what is going on in the world by reading newspapers, is like trying to tell time by watching only the second hand of a watch.”– Ben Hecht As we continue to live through this pandemic, I have observed that there seem to be two very distinct groups of people. The first group appears to be in a constant state of agitation, frustration and/or…

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Calm Has A Coefficient

01

Jun 2020

Reflection On the Last Six Months

“Our favourite holding period is forever.”  – Warren Buffet The first six months of 2020 saw the advent of the worst global public health crisis in a century—since the 1918 influenza pandemic. In response, the world locked down, putting its economy into a kind of medically induced coma. In this country, the immediate effects were (1) a savage and nearly instantaneous economic recession, accompanied by record unemployment, and (2) the fastest, deepest…

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Reflection On the Last Six Months

01

May 2020

The Key to Happier and More Productive Life

“If everything is amplified, we hear nothing.”  – Jon Stewart At the risk of straying into “life coach” territory I would like to share with you how I became happier and more productive during Covid-19. It all started this past March with our family’s trip to Kenya. I had minimal access to T.V., radio, print media, and the internet given that we were on safari in the middle…

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The Key to Happier and More Productive Life

02

Apr 2020

The Bill Comes Due

“Don’t do anything is the best advice for most people most of the time, but it’s not intellectually stimulating enough for many people to take seriously. Most fields have a positive correlation between effort and results. Investing is one of the few where the correlation is negative, especially for amateurs. The higher your IQ is, the harder it is to accept this.” – Morgan Housel…

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The Bill Comes Due

01

Mar 2020

Context is Everything

“Wisdom is intelligence in context.“ – Raheem Faroog It seems like a lifetime ago (COVID time?) when on March 13th I last sent out this newsletter. Back then my family and I were on March Break having breakfast with the local wildlife at Giraffe Manor. Although the “shut in” world we are now experiencing has changed, one thing should not … thoughtful context. Whether it…

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Context is Everything


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