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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The end of easy money is near

Published by Hilliard MacBeth on Jan 28, 2022

The Federal Reserve has been promoting asset bubbles for years. This easy money policy has created a series of booms, widened income and wealth inequality and added massive debt to the system. This week the Fed signaled it is ready to end this misguided... Read more
The end of the property bubble in China

Published by Hilliard MacBeth on Jan 21, 2022

The end of the property bubble in China has arrived. The likely next stage is liquidation, with the government deciding who writes off the bad debts that have been created. China’s property bubble is second to none. The size of total debt, the scale of... Read more
Concentrated markets are irrational

Published by Hilliard MacBeth on Jan 14, 2022

The U.S. stock market is at record highs. But only a few stocks are responsible for driving the majority of the recent gains. Is a concentrated stock market a healthy market? Most people are aware that the U.S. stock market has been gaining strength for... Read more
Tesla will face major competition soon

Published by Hilliard MacBeth on Jan 07, 2022

Tesla, the world’s leading electric automobile manufacturer, announced a sales record for the quarter ending December 31. The share price of Tesla is up about 10-fold since March 2020. Is competition from Volkswagen and Toyota about to derail Tesla’s... Read more