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 Federal Reserve believes the soft landing myth

Published by Hilliard MacBeth on Mar 22, 2024

The Federal Reserve announced that interest rates will remain unchanged. The chairman, Jerome Powell, seemed confident in his remarks that inflation will come down further, while economic growth gets stronger, and unemployment stays at the current low... Read more
Banks are fighting proposals for tougher regulatory rules

Published by Hilliard MacBeth on Mar 15, 2024

A battle is underway in the U.S. over new rules requiring higher equity capital for the banks. Enhanced equity capital protects the bank from insolvency in the event of a financial crisis. Bank lobbyists are fighting hard to keep capital requirements... Read more
Apple struggles with slumping sales in China

Published by Hilliard MacBeth on Mar 08, 2024

China and the iPhone are closely linked, as sales in that country are a key to Apple’s success. China is going through an economic slump which shows up in sales of Apple’s most successful product, the iPhone. Recently competitors in China have been growing... Read more
Warren Buffett is at a crossroads

Published by Hilliard MacBeth on Mar 01, 2024

Berkshire Hathaway, the investment vehicle of Warren Buffett, reported results for 2023 and Buffett left investors with some pearls of wisdom in the accompanying letter to shareholders. As Warren Buffett explains, investing is not easy, but it is very... Read more