Peter Guay

It’s hard to avoid the topic of Canada’s real estate market these days. From the media to conversations with friends and neighbours, it seems everyone is talking about how expensive homes have become.

Warren Buffett made his reputation as the world’s greatest investor by buying stocks and whole companies to add to his Berkshire Hathaway conglomerate, now the tenth largest company in the world by market capitalization.

We’re living through quite a transformation in attitudes toward deficit spending and the accumulation of public debt.

This presentation was recorded on March 23, 2021. Thank you for watching! Download a PDF of the slides: Layton-Guay 2021 Luncheon Presentation  

“The days are long, but the years are short.” I quoted this in my market update letter of March 2020, in the heat of the pandemic induced stock market panic. And here we are, one year later already.

Earlier this month, Credit Suisse published its Global Investment Returns Yearbook 2021, an excellent resource that’s chock-a-block with information on how markets have evolved over the very long-term.

A lot of people are worrying these days that an inflation fire is being lit that will be hard to put out as the economy […]

You’re probably aware that the U.S. stock market has generated exceptional returns over the last decade. You may not know just how good those returns have been compared to the Canadian market.

There has been lots of commentary in recent days about the frothy state of the stock market and whether or not we’re in the midst of a bubble.

Though I am usually more sparing with my words, this year deserves more reflection than most. The pandemic has reached an extent that we have all now been touched by it, closer to home than any of us would like.