Resources

Below are some examples of macro economic research pieces that I have put together and made available to my clients. Some of these articles address market themes and attempt to provide insight into what we as investors are facing in todays markets, while others are topical interest pieces.  

Topical Interest Pieces:

• The Electric Car Revolution Is Accelerating - July 6th 2017
• Lithium Americas and the Lithium Market Overview - July 23rd 2017
• Financial vs. Energy Stocks - July 7th 2017
• Overpriced U.S. Market - September 5th 2017
• Extremes in Pricing: S&P 500 vs. Commodities - September 25th 2017
• The Big Picture - Feb 9th 2018
  
• Financial vs. Energy Stocks Update - July 9th 2018
  
• Back to Fundamentals For a Moment - October 15th 2018
  
• Risk Ahead: What the Credit Markets and Bank Shares May Be Signaling - November 23rd 2018
  
• Back to Fundamentals 2.0 - January 11th 2019
  

Before-the-Bell is a daily publication created by NBF's energy analyst team. Before-the-Bell provides macro industry insight and company specific analysis. Many of our clients value the information they gain from Before-the-Bell, and if you are interested in the energy sector we encourage you to give it a read. We have provided a link to one of our daily issues below, if you enjoy it we encourage you to contact Shea Wakefield at 250-953-5082 or shea.wakefield@nbc.ca to be added to our mailing list.

• Before the Bell November 22nd 2018

Canadian Energy Perspectives:

• Chris Slubicki presentation on November 8th 2018

• February 22nd 2019

The Geopolitical Briefing provides periodic updates on some of the worlds impactful political events. This piece has varied themes and covers what the research team feels is topical, thus providing a wide array of topics and viewpoints.

• Geopolitics are pushing oil prices higher
• China-U.S. trade deal or not, tensions will remain
• Are the wheels falling off the Trump presidency?
• What is driving the yellow vest revolt in France?
• Euro Zone Uncertainty Spreads to it's Core
• China - U.S. Rivalry Equals a Reconfigured Global Supply Chain
• Venezuela's Collapse: How Far Will Oil Production Fall
• America's High-Stake Midterm Elections
• Libya's troubles add to the oil supply shock
• Canada's never-ending pipeline saga 
• Why heightened trade tensions between China and the US is the new normal 
• Mexican election: What if far-left Obrador wins?
• A Surge In Support For Populist Parties In The Italian Election
• Is the Political Bill For Italy's Troubles Finally Coming True?
• The Limits to Iran's Geopolitical Ambitions

Tax and Saving Information

• Canada Revenue Agency - My Account
• Canadian Tax Information
• Tax Free Savings Account
• Canadian Pension Plan
• Old Age Security
• RRSP

Market Information and News

• TMX Money
• Bloomberg Canada

Here are a few helpful calculators that can be used in your everyday finances

A few words to invest by...

"I contend that financial markets never reflect the underlying reality accurately; they always distort it in some way or another and distortions find expression in market places."

-George Soros (Manager of Soros Fund Management and co-founder of the Quantum Fund)

"If you want to have a better performance than the crowd, you must do things differently from the crowd."

-Sir John Templeton (Manager of the Templeton Growth Fund and Rhodes Scholar)

"Fear and greed are stronger than long-term resolve. We are human beings dealing with rational and irrational markets; to believe that fear and greed can ever be lost is naïve for they are the most fundamental of human traits."

-Robert Farrell (Chief Market Strategist at Merrill Lynch, 1967-1992)

"Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well."

- Warren Buffet (CEO of Berkshire Hathaway)

"You can invest in something all day long, but unless the fundamentals are right, it is not going to take you anywhere. Get the fundamentals right and the good news keeps coming. Lucky? If you want to be lucky, do your homework."

- Jim Rogers (Chairman of Rogers Holdings and Beeland Interests Inc. and co-founder of the Quantum Fund)

"Markets tend to return to the mean over time. This is especially noteworthy now, for the housing market is returning to its mean by plunging, as are equity markets, the dollar the Yen, et al."

-Robert Farrell (Chief Market Strategist, Merrill Lynch, 1967-1992)

" Constructing a successful investment portfolio is like building a house. Have as many tools and materials as possible, be proficient at using each, and know when to apply the correct one in any given circumstance."

-Mervin Miller