by Uncommon Sense Investor | Sep 30, 2023 | Big Picture, Canada, Feature, Financial Planning, Interviews, Investing, Media, United States, Videos
John O’Connell weighs in on higher oil prices, inflation and interest rates and explains why much of the market and media conversation is overly dramatic and simplistic. He believes the “higher for longer” narrative for rates is not useful when...
by Uncommon Sense Investor | Sep 30, 2023 | Big Picture, Canada, Disruption, E-Commerce, Feature, Financial Planning, Interviews, Investing, Media, Stocks, Technology, Top Ideas, United States, Videos
By now, you likely know John O’Connell spends a lot of time reading and thinking about technological trends, what’s coming next and how clients can profit by owning shares of the largest, most dominant, innovative companies. The Chair, CEO and CIO of Davis...
by Uncommon Sense Investor | Sep 9, 2023 | Big Picture, Blogs, Canada, Disruption, E-Commerce, Feature, Investing, Stocks, Technology, United States
by Morgan Stanley Research The U.S. Department of Justice (DoJ) vs. Google trial will begin on September 12 and the key focus for investors is whether we’ll see changes to Google’s Search contracts. We quantify the risk to Google (GOOGL) and Apple (AAPL)...
by Mark Bunting | Sep 9, 2023 | Big Picture, Blogs, Canada, E-Commerce, Investing, Stocks, Top Ideas, United States
This company is the “best idea in retail, hands down” over a six-month, one-year, three-year, and five-year time duration. “No company has more torque in their model.” And the Chairman and CEO, who is “very macro aware and...
by Uncommon Sense Investor | Aug 25, 2023 | Big Picture, Blogs, Canada, Financial Planning, Investing, Stocks, United States
The Federal Reserve Bank of Atlanta is closely followed for its GDPNow forecasts. The Atlanta Fed explains its work this way: The GDPNow model forecasts GDP growth by aggregating 13 subcomponents that make up GDP with the chain-weighting methodology used by the US...
by Mark Bunting | Aug 18, 2023 | Big Picture, Canada, Disruption, Financial Planning, Interviews, Investing, Stocks, Technology, United States, Videos
There are billions and billions of dollars at work under the hood of the stock market every trading day that few people see or consider. From so-called target date funds that systematically invest money for their clients’ 401k’s, the U.S. equivalent...
