Hilliard’s Weekend Notebook


Thoughts, views and opinions as current events unfold: With topics taken from current market events and my latest book — When the Bubble Bursts: Surviving the Canadian Real Estate Crash (Dundurn: March 2015)  and my first book Investment Traps and How to Avoid Them (1999) — this short piece will give you unique and valuable insights filtered by my thirty-six years’ experience as an investment professional.
 

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NAFTA threats put Canada on the spot

Published by Hilliard MacBeth on Aug 29, 2018

The U.S. administration has threatened Canada, again, over NAFTA. By negotiating directly with Mexico, the U.S. put pressure on Canada to agree to a new trade agreement. Since NAFTA is a three-way agreement there is no chance that NAFTA can be amended... Read more
Emerging markets are cheap

Published by Hilliard MacBeth on Aug 24, 2018

Emerging markets equities have underperformed global markets in 2018 and over the last decade. Especially compared to U.S. markets, emerging markets look relatively attractive on a valuation basis. Emerging markets are going to outperform developed markets... Read more
Canada could become a superpower

Published by Hilliard MacBeth on Aug 17, 2018

The dire predictions of the English cleric Thomas Robert Malthus in 1798 have proven to be incorrect, so far. Malthus predicted that rapid growth in human population coupled with slower growth in food production would lead to widespread famine and death... Read more
Elon Musk squeezes Tesla short sellers

Published by Hilliard MacBeth on Aug 10, 2018

Elon Musk, CEO of Tesla, Inc., is causing trouble for the myriad of speculators who are betting against Tesla. By announcing that he is thinking about buying all publicly traded shares at $420 per share, he sent a chill down the spines of many short sellers... Read more
U.S. escalates the trade war with China

Published by MacBeth Team on Aug 03, 2018

The U.S. administration escalated the trade war with China this week. Previously, they had announced 10 percent tariffs on some Chinese goods to take effect on August 31. The U.S. upped the ante with a threat to raise the proposed tariff rate to 25 percent... Read more