Fraser Betkowski

Portfolio Manager, Senior Investment Advisor
MacBeth | MacLeod Partners • Richardson Wealth Limited

[Fraser Betkowski @fraserbetkowski]

Higher bond yields are starting to matter at home https://t.co/3Z9NksVbJn #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

Canada, Europe, and the search for economic resilience https://t.co/kOXE8j5DRQ #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

Retirement planning isn't about predicting the next market crash https://t.co/w6l4qNJ3ni #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

Retirement planning isn't about predicting the next market crash https://t.co/w6l4qNJ3ni #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

Your Mortgage Is a Risk Decision, Not Just a Payment Decision https://t.co/cX7f2LZ8HV #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

Your Mortgage Is a Risk Decision, Not Just a Payment Decision @hmacbe https://t.co/ITY1oxgX18 #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

@hmacbe The Taiwan risk investors forget https://t.co/t5umttj9JI #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

For investors, Taiwan is not simply a geopolitical flashpoint. It is the center of gravity for the modern technology economy.... *links in replies* @hmacbe #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

@hmacbe A new voice in Omaha https://t.co/Zlxq6KmpeN #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

Greg Abel stepped onto the Omaha stage last weekend facing a question that has lingered ever since Warren Buffett named him successor: can anyone really follow the Oracle? *links in replies* #whenthebubblebursts @hmacbe

[Fraser Betkowski @fraserbetkowski]

Party like it's... well, you know https://t.co/MQfxRbo53Z #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

Party like it's... well, you know https://t.co/MQfxRbo53Z #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

A number of clients have been asking the same question lately: What gives? Why does the stock market keep rising? It’s a fair question. The S&P 500 continues to levitate, seemingly indifferent to geopolitical tension.... *links in replies* #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

SpaceX goes public: scale, valuation and the road ahead https://t.co/RAQYoGdXjP @hmacbe #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

SpaceX goes public: scale, valuation and the road ahead https://t.co/RAQYoGdXjP @hmacbe #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

SpaceX’s confidential IPO filing has jolted markets in a way few listings ever do. The scale, timing, and ambition of the deal signal not just a major capital‑markets event, but a test of how far public investors are willing to stretch.... *links in replies* #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

@hmacbe Why Canada's housing market isn't done correcting https://t.co/B0pamI17Ua #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

Taken together, these developments point to a housing market that is likely to remain under pressure. Slowing population growth reduces demand at the margin, while tightening credit conditions—especially for subprime borrowers.... *links in replies* #whenthebubblebursts @hmacbe

[Fraser Betkowski @fraserbetkowski]

Tech’s Momentum Breaks — And the Market Scrambles for Alternatives https://t.co/zeIh7Ev1mf @hmacbe #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

Tech’s Momentum Breaks — And the Market Scrambles for Alternatives https://t.co/zeIh7Ev1mf @hmacbe #whenthebubblebursts

[Fraser Betkowski @fraserbetkowski]

Technology investors are discovering that nuance cuts both ways. Markets are no longer reacting simply to whether a company is “in AI” or “not in AI”, they’re reacting to how AI reshapes business models.... *links in replies* #whenthebubblebursts