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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New battery design for BEVs could be a breakthrough

Published by Hilliard MacBeth on Jun 30, 2022

Battery technology will be key to rapid adoption of battery electric vehicles (BEVs). The world’s largest EV battery manufacturer — Contemporary Amperex Technology Co Ltd (CATL) — has announced the specifications for a new battery design. Will this improvement... Read more
The Fed will continue to hike until it hurts

Published by Hilliard MacBeth on Jun 17, 2022

The Federal Reserve hiked interest rates by 75 basis points on Wednesday. Only once before has the Fed hiked by such a large amount. Conventional wisdom says that when inflation is out of control the Fed must hike until it hurts, and even beyond. There... Read more
Canadian banks declare premature victory over COVID

Published by Hilliard MacBeth on Jun 03, 2022

Canadian banks declared victory, prematurely, over the COVID-19 crisis by reporting increased profits, in most cases, and raising their dividends. The looming interest rate increases powered by the central banks and the markets did not deter the banks... Read more