by Mark Bunting | Aug 4, 2022 | Banking, Big Picture, Feature, Interviews, Investing, Stocks, United States, Videos
There’s been premature talk in financial markets about a “Fed pivot”. That the U.S. central bank is already indicating it will stop its interest rate increases sooner than later. That’s news to the yield curve of two and 10-year U.S....
by Uncommon Sense Investor | Jul 22, 2022 | Big Picture, Blogs, Canada, Financial Planning, Investing, Stocks
Davis Rea Investment Counsel has sent out its latest quarterly report to its clients and we have exclusive access to it. John Johnston, Economic Advisor, has surveyed the landscape and crunched the numbers to present a cogent view of the economy, recession risk,...
by Mark Bunting | Feb 28, 2022 | Big Picture, Canada, Financial Planning, Investing, Stocks, Top Ideas, United States, Videos
The Investment Committee team at Davis Rea Investment Counsel didn’t need to hunt around for companies for its clients to own for protection against inflation. They were prepared and already had a bunch in their Equity Fund and in segregated accounts that have...
by Mark Bunting | Feb 24, 2022 | Banking, Big Picture, Canada, Financial Planning, Interviews, Investing, United States, Videos
The invasion of Ukraine by Russia has thrown a major wrinkle into the debate about how high the U.S. Federal Reserve Bank and Bank of Canada can raise interest rates before hurting their respective economies. Some forecasters say the Fed will raise rates as many as...
by Mark Bunting | Feb 22, 2022 | Big Picture, Financial Planning, Interviews, Investing, Stocks, Top Ideas, Videos
Inflation is not all bad from an investment standpoint if you ride the stocks of the right companies that have the ability to pass along higher prices. In part four of our five-part video investment series, we put inflation into historical context, examine the current...
