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 tariff war risks causing a recession

Published by Hilliard MacBeth on Mar 28, 2025

President Donald J. Trump surprised the world again Wednesday with new tariffs on automobiles and auto parts. This appears to be in addition to tariffs announced previously and shocked automakers like GM and Ford who make a significant number of vehicles... Read more
Chinese automaker BYD is taking over Tesla

Published by Hilliard MacBeth on Mar 21, 2025

Chinese automaker BYD is flooding the world outside of North America with new, inexpensive models both hybrid and all-electric. And the latest announcement from BYD of an all-electric vehicle that can add 400 kilometers of range in five minutes is sending... Read more
Interest rate cuts won't be enough to save the Canadian economy

Published by Hilliard MacBeth on Mar 14, 2025

Canadian central bankers cut their official rate by ¼ of a percent on Wednesday this week. But that won’t be enough to boost the economy in the face of higher tariffs and repeated threats from the U.S. President. How bad will the downturn get? Tiff Macklem... Read more