• Notes from the North: June 2017

    Posted:

    Over 150 years ago Charles Dickens wrote A Tale of Two Cities. Today, investors find themselves in “A Tale of Two Markets”. It is the best of times if you take your cues from the stock market, but something closer to the worst of times if you are watching bond prices.

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  • Notes from the North: May 2017

    Posted:

    As corporate earnings season winds down, overall market volatility has remained low, masking some large moves in individual companies and industries such as retail (down) and technology (up).

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  • Notes from the North: April 2017

    Posted:

    We may see increased volatility in individual stocks and perhaps in the market as a whole. Our advice? Mind the gap – the behavior gap.

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  • Notes from the North: March 2017

    Posted:

    Interest rates are rising and stock prices too. The S&P 500 index rose nearly 1% yesterday in response to the Fed raising short term interest rates for the second time in three months.

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  • Notes from the North: February 2017

    Posted:

    With U.S. equities hitting all-time highs on a daily basis, it is getting harder (but not impossible) to find good value. It is also getting easier to fall prey to emotions.

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  • Notes from the North: January 2017

    Posted:

    Best wishes on Inauguration Day. We have brought some forecasts for 2017 into our newsletter this month, but keep in mind that no matter how logical the forecast seems and how confident the forecaster appears, it’s always helpful to remember just how much is out there that simply can’t be predicted.

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  • Notes from the North: December 2016

    Posted:

    Sometimes, everything seems to change at once.

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  • Notes from the North: November 2016

    Posted:

    Much has changed, nothing has changed. Top of mind topics continue to be: Valuations, earnings, and elections.

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  • Notes from the North: October 2016

    Posted:

    Top of mind topics: Valuations, earnings, and elections. Some thoughts on these subjects are attached.

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  • Notes from the North: September 2016

    Posted:

    Two factors underpinning the market have been stock buybacks and dividend growth – both of which have begun to ebb. Yet there are no good alternatives to stocks, giving rise to the latest acronym, “TINA” (There Is No Alternative).

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