
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
Research Update – Upward Bias Bumpy Ride
UPWARD BIAS… BUMPY RIDE! Covid-19 was center stage throughout 2020 and will continue to frame expectations in 2021. The rise of new variants, the rollout of vaccines and the sentiment
The Case for Alternative Assets
WHAT IS MONEY We think about money in terms of paper currency, coins, debit, and credit cards… anything that can act as a “medium of exchange” to purchase goods and