Sep 11, 2018 | Monthly Commentaries
“I like putting all my eggs in one basket and then watching the basket very carefully.” Stanley Druckenmiller Last month, we looked at the trend in wealth management of constructing more diverse portfolios as a means of risk reduction. We even drudged up Peter...Aug 9, 2018 | Monthly Commentaries
“The idea of excessive diversification is madness.” Charlie Munger The route to creating and building wealth usually involves concentrated bets. Entrepreneurs notoriously put all their eggs (and often some borrowed ones) into a singular basket. Others pursue and...Jul 10, 2018 | Monthly Commentaries
“In football everything is complicated by the presence of the opposite team.” Jean-Paul Sartre As the calendar flips from June to July, it marks the midpoint of the year and the first weeks of summer (yeah). And while the temperatures in Toronto have...Jun 7, 2018 | Monthly Commentaries
“Politics is not the art of the possible. It consists in choosing between the disastrous and the unpalatable.” John Kenneth Galbraith For centuries, Italian chefs and vintners have been serving up a wide array of culinary delights. However last week, it...May 14, 2018 | Monthly Commentaries, News
“Bubble, bubble, you’re in trouble.” Duck Tales As long as humans are involved in the activities of investing and speculating, bubbles will occur. And while policymakers and academics debate whether and how to mitigate or lean against them, it is the job...Mar 1, 2018 | Monthly Commentaries, News
“Trade wars are good, and easy to win.” Donald J Trump After months of protectionist rhetoric and threats of looming trade wars, it appears that the first shots have been fired. Trump followed-up his steel and aluminum levies by targeting $60bn worth of...
