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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Canada suffers from Dutch disease

Published by Hilliard MacBeth on Oct 25, 2019

Canada, like some wealthy countries that receive substantial resource income, suffers from “Dutch disease”, according to some analysts. That label is used to describe a country that enjoys the income from selling natural resources but is hurt by the side... Read more
Technology disrupts autos

Published by Hilliard MacBeth on Oct 18, 2019

The automobile industry is vulnerable to the advent of new technology. Electric-drive technology will force a revolution in the manufacturing and sale of automobiles. The incumbent car makers, auto dealers and those who finance the purchase of cars may... Read more
Value investing is only for very patient investors

Published by Hilliard MacBeth on Oct 11, 2019

Investment strategies get divided into two camps, growth and value. Most successful investors like Warren Buffet believe that value investing is better than growth investing. However, in the last decade, value investing has performed abysmally compared... Read more
Trump supporter jumps ship

Published by Hilliard MacBeth on Oct 04, 2019

A high-profile former supporter of President Donald Trump, Anthony Scaramucci, spoke at a conference in New York that I attended. Scaramucci is famous for getting fired after an 11-day stint as communications advisor in the Trump White House. He has some... Read more