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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President Trump has a chance of winning

Published by Hilliard MacBeth on Nov 29, 2019

President Trump’s reelection chances in November 2020 are better than some people think. The incumbent president usually wins when going for a second term, if the economy is in good shape. Will Donald Trump win a second term in 2020? There are several... Read more
Guest post: Bond prices are at a peak

Published by Fraser Betkowski on Nov 22, 2019

The standard safe-haven investment in a portfolio has always been fixed income or bonds. While not known for producing larger capital gains, bonds are useful as a store of value and generators of income. However, recent trends in North American bond markets... Read more
Saudi Aramco is a gamble on oil demand

Published by Hilliard MacBeth on Nov 15, 2019

The world’s largest company, Saudi Aramco, is proposing to list its shares on the stock exchange in Saudi Arabia. The prospectus issued last weekend, at 658 pages, includes a lot of interesting information about the oil business, the company’s size and... Read more
Too much cash can be a good thing

Published by Hilliard MacBeth on Nov 08, 2019

Warren Buffett’s Berkshire Hathaway is invested in a lot of cash and cash equivalents, about $122 billion in August 2019. Most investment managers cannot afford to wait to invest in stocks when the market is rising, as missing out on gains upsets investors... Read more
IMF warns of slower growth

Published by Hilliard MacBeth on Nov 01, 2019

The International Monetary Fund cut its forecast for world economic growth for the fifth straight time this week. The IMF sees growth slowing as global trade tensions escalate and business investment is weak. The words “synchronized slowdown” and “precarious... Read more