Published by Richardson GMP on Sep 12, 2019
We take a deeper look at why September has a troubled reputation, and why certain market cycles exist at all. Although economic cycles, political climates and public markets are constantly changing, the behaviour patterns of humans remain the same.... Read more Published by Richardson GMP on Sep 03, 2019
This week’s Ethos is our monthly investor strategy entitled “Late-summer volatility”. Topics include a market recap, a cycle update, trade wars, canadian credit, consumer contagion, and portfolio positioning.... Read more Published by Richardson GMP on Aug 26, 2019
With markets clearly experiencing a bout of volatility, this week’s Ethos takes a look at whether to be tactical with your asset allocation or remain buy and hold.... Read more Published by RichardsonGMP on Aug 19, 2019
After a very volatile week in the markets we have revisited a number of correction indicators. While some have indicated a potential bottom, such as individual investor sentiment, others have not.... Read more Published by Richardson GMP on Aug 13, 2019
As reliable as the trade winds, volatility has returned as we entered August. This week's Ethos is replaced by our Monthly Investor Strategy report. We provide a market recap/forecast along with some deeper looks into manufacturing and energy.... Read more Published by Richardson GMP on Aug 06, 2019
Well this week’s Ethos required a bit of a re-write given the developments on Monday. In this edition we take a look at how fragile the market has become over the past week including our Correction Watch indicators.... Read more Published by Richardson GMP on Jul 29, 2019
This week’s Ethos is all about gold. The yellow metal has finally, after a few years, broken out above $1,400/oz. In this report we share a number of contributing factors and our longer term view/positioning in this sector.... Read more Published by Richardson GMP on Jul 22, 2019
The global economic data has continued to soften but the U.S. consumer remains rather resilient and in pretty good shape. This week's Ethos is all about the consumer. ... Read more Published by Richardson GMP on Jul 15, 2019
Sports betters and casino gamblers are always looking for an edge to improve their chances of winning. Investing, however, isn’t gambling but there is a fix you can use to your advantage.... Read more Published by Richardson GMP on Jul 08, 2019
Not a traditional market ethos this week, as instead we focused our efforts on our seven page Investor Strategy report and what to expect in the second half of the year. ... Read more