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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Warren Buffett loses his magic touch

Published by Hilliard MacBeth on Aug 19, 2022

The massive conglomerate Berkshire Hathaway, run by the famed investor Warren Buffett, reported a large loss in the second quarter. Berkshire lost money because of accounting rules that require that losses on securities that are held must be recorded... Read more
The Bank of England is on the hot seat

Published by Hilliard MacBeth on Aug 12, 2022

The Bank of England ignited a firestorm by calling for much higher rates and predicting inflation of 13.3 percent by the end of 2022. Is the Governor of the BOE overreacting? Source: Bloomberg The governor, Andrew Bailey, has put himself and the BOE under... Read more
The official recession label will come much too late to be useful

Published by Hilliard MacBeth on Aug 05, 2022

The probability of recession in the U.S. is high. The popular definition of recession — two consecutive quarters of negative growth — has already occurred. But there is no official declaration of recession, yet. Why the delay in calling a recession? Some... Read more