Unique opportunity to do a webinar with Stephen Harper this morning. Interesting to hear his perspectives on world politics, inflation, liquidity and the future.
It looks like Q2 earnings season is just like every other earnings season, with three quarters of companies beating lowered guidance. Same as it ever was.
Getting current perspectives from ex-CIA senior leader David Bridges on political unrest in Ukraine/Russia. Looking forward to hearing his commentary again on Tuesday.
What happens to the stock market when the Fed begins to tighten, as it is about to do now? More often than not, stocks hang in there. This chart shows the S&P 500 from the start of the Fed cycle. I think we can expect ongoing positive returns, but less robust, with more wobbles.