Ken Norquay notes that small investors can move in and out of markets without disturbing a thing. Large investors can’t. Our plans should take this into account.
Today the press is   Read More

Ken Norquay notes that small investors can move in and out of markets without disturbing a thing. Large investors can’t. Our plans should take this into account.
Today the press is   Read More

Behavioural finance analyst Ken Norquay warns: “Stay vigilant. Remember the old stock market slogan: “In a bear market, whoever sells first, wins.”
What financial forces are at work as the year   Read More

Ordinary investors need to know that these are not ordinary times. It’s time to review your risk tolerance. Ken Norquay asks: Are you satisfied with the profits you have just   Read More

Financial trends illustrate the forces at work in the economic world. Behavioural finance analyst Ken Norquay wonders how this tangled web will unwind.
“It’s like déjà vu all over again,” baseball’s   Read More

Ordinary investors need to know that these are not ordinary times. It’s time to review your risk tolerance. Ken Norquay asks: Are you satisfied with the profits you have just   Read More

Behavioural finance analyst Ken Norquay ponders a dilemma: For stock market investors, negative news about the economy is good—positive news is bad. Go figure.
Skeptics like to say: “Seeing is believing.”   Read More

Behavioural finance analyst Ken Norquay ponders a dilemma: For stock market investors, negative news about the economy is good—positive news is bad. Go figure.
Skeptics like to say: “Seeing is believing.”   Read More

Ken Norquay says in times of aggressive monetary policy, pandemic, potential deflation, potential hyperinflation and economic melt down, focus on preservation of capital.

The financial winds have shifted. Eight months after   Read More

Most bond funds are conservative, produce reliable returns, are unexciting and have trouble keeping up with the bond market. You’re better off buying a bond ETF or investing directly.

We seldom   Read More

Behavioural finance analyst Ken Norquay says: Be alert for a sell signal in both stocks and bonds. We should be preparing to buy gold and oil ETFs.
Gold bugs are investors   Read More

There is a distinct possibility that the bond market, the stock market and the economy all peaked in the third quarter of 2019. Something is wrong. Beyond the Bull author   Read More

Ken Norquay recalls the late Richard Russell’s admonition in making the case that investors who have not adopted financial plans that include selling, should do so immediately.

I remember those carefree   Read More

Behavioural finance analyst Ken Norquay casts his skeptical eye on the notion that the baby boomers have had their financial dreams come true. Why would they worry?
While travelling in Colorado   Read More

Long term buy-and-hold strategies rely on up trending markets. Long term buy-low-sell-high strategies rely on volatility. That’s why behavioural finance analyst Ken Norquay recommends incorporating selling into your investment strategy.

Previously   Read More

Behavioural finance analyst Ken Norquay says when you have an investment plan that buys and sells securities in harmony with ever-changing financial risk, your portfolio is safest.

In the 1970s, when   Read More

Equity mutual fund managers sense a high risk in the stock market and are increasing their cash reserves. But the amount of cash they hold is restricted by the fund’s   Read More

Equity mutual fund managers sense a high risk in the stock market and are increasing their cash reserves. But the amount of cash they hold is restricted by the fund’s   Read More

There’s still a few weeks before it’s time to sell in May and go away. Barrie, Ont.-based ValueTrend portfolio manager Keith Richards notes their portfolios still hold plenty of U.S.   Read More

Every month the Money Reporter, the newsletter for investors whose interest is more interest, publishes its list of recommended bonds and preferred shares.
What to do about bonds now
The Canadian bond   Read More

With apologies to the “No Sex, Please—We’re British” playwrights,  The MoneyLetter’s behavioural finance analyst Ken Norquay takes a look at why people make seemingly irrational decisions about investment strategy. His   Read More

With our current recommendation of a 40-per-cent allocation to fixed income, and 55 per cent of that in corporates, it is worth considering using some preferred shares to boost the   Read More