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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Trump is wrong to impose tariffs on Canada

Published by Hilliard MacBeth on Feb 28, 2025

Tiff Macklem, Governor of the Bank of Canada, outlined the likely economic impact of new U.S. tariffs on Canadian exports announced by President Trump. These 25 percent tariffs on most Canadian goods are expected on March 4. Canadian energy and electricity... Read more
Population collapse is a serious threat

Published by Hilliard MacBeth on Feb 21, 2025

Population collapse will be a very important issue in many parts of the world in the near future. Outside of sub-Saharan Africa, the number of births is not sufficient to maintain the world’s population at 8 billion people. The impact on the economy will... Read more
Higher inflation could end rate cuts for this year

Published by Hilliard MacBeth on Feb 14, 2025

Higher inflation returned this week. The numbers for January CPI inflation came in hotter than expected. A significant upturn in Core CPI on a monthly and annual basis raised eyebrows, although the markets were not rattled for long. Is this the end of... Read more
Elon Musk will not meet his deficit cutting targets

Published by Hilliard MacBeth on Feb 07, 2025

Elon Musk is wrong about how government deficits work. He is firmly in the camp that says that government budgets must be balanced because otherwise a government will go bankrupt. He compares the government deficit problem to a household spending crisis... Read more