Index returns are discussed ad nauseam but rarely analyzed. The current market rally has been a narrow one and merits a deeper dive ...

"Investors are on edge. Rapid interest rate increases are creating stresses in the banking sector... " ...

"There are a million ways to get wealthy… but there’s only one way to stay wealthy: some combination of frugality and paranoia” ...

As the Oracle of Omaha himself so aptly put it, value investing is simple, but not easy ...

Funiculì, Funiculà The Value Fund is down -9.2% year-to-date (YTD), more than half of that decline coming in the month of June. The bear market has officially arrived with the S&P500 off to its worst start in over 50 years. People holding more speculative assets like cryptocurrencies, have likely suffered ...

"Buy quality companies when they are on sale. Avoid leverage, folly and big mistakes that set you back. It is simple, but not easy.” ...

Decennium The Value Fund finished the year +20.8% (net). A weakening US dollar lowered our returns by approximately -0.8% for the year. Stock markets ended the year near record highs: DJIA +20.1%, Nasdaq +21.4%, S&P/TSX +25.1%, S&P 500 +27.9%.(1) The past year was GreensKeeper’s tenth-consecutive year of positive returns. Granted, ...

“No Chinese leader has ever abandoned the insistence on ultimate unification [of Taiwan] or can be expected to do so. No foreseeable American leader will jettison the American conviction that this process should be peaceful or alter the American view on the subject”. Henry Kissinger, On China (1) ...

Trying to predict and successfully time when the next storm will arrive is not a substitute for sturdy construction. Financial storms tend to arrive with little warning. The key to resilience is to know that they will inevitably come and to prepare in advance ...

During the quarter we initiated a position in TVA Group (TSX:TVA.B). Based in Quebec, the company is a leading broadcaster and owner of specialty channels targeting the French-Canadian audience ...