Metaverse… Closer than you think
THE FUTURE OF AUGMENTED REALITY Are we to assume from Facebook’s name change that Mark Zuckerberg is embracing a corporate transformation? Or could it be an attempt to shift attention
Research Update – Worried About Inflation? Chill out…
WORRIED ABOUT INFLATION? CHILL OUT… The latest Canadian data suggests that inflation, on a month-over-month basis, may be abating. Could it be that central bankers are right in the assertion
Search For Income
INCOME PORTFOLIOS A central theme in portfolio management is risk-adjusted return. Weighing potential upside performance against downside variability is the essential element in setting an appropriate asset mix. Most investors
CROFT FINANCIAL COMMENTARY – Delta Woes
DELTA WOES Conventional wisdom tells us that healthy bull markets climb a wall of worry. Ascending to new heights by scaling an abundance of negative factors that are seen as
Research Update: Canada’s Debt in Context
CANADA’S DEBT IN CONTEXT Buy now… pay later! That is the message being telegraphed by most governments as they engage in an unhindered and unprecedented spending spree. Supported by central
In Praise of Dividends
SECOND QUARTER EARNINGS U.S. equities continued to rally through the first quarter of 2021 supported by strong consumer demand, plus outsized monetary and fiscal stimulus combined with ultra-low interest rates.
Economic Outlook – The China Syndrome
ECONOMIC OUTLOOK It seems the US Federal Reserve (FED) is flexible when it comes to defining “transitory” inflation. The FED’s base case for 2021 year-over-year inflation was 2.4%. That number
RESEARCH UPDATE – Inflation, Bitcoin and Bond Substitutes
POLITICS AS USUAL It did not take long for newly installed Republican party Representative Elise Stefanik (she is Liz Cheney’s replacement) to go after Joe Biden. It was grandstanding at
Q1 2021 Commentary & Outlook
The First Few Days of 2021 Within the first few days of 2021, the last vestige of uncertainty from the U.S. presidential election about which party would gain control of