TriDelta Insight Q2 Commentary – The Magnificent 7

Market Overview Gloom-and-doom pessimists who predicted 2023 would be a year of economic misery have so far been wrong as the long-anticipated recession has failed to materialize while markets continued to rebound from their 2022 lows. Stubborn inflation, a debt ceiling brawl, banking crisis, and the likelihood of even higher interest rates have done little…

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TriDelta Insight Q1 Commentary – Still Looking for Broader Traction

Market Overview The first three months of 2023 saw much of the financial drama we have grown accustomed to coming off a volatile few years. Stock markets continued their momentum from the end of 2022 into January but pulled back in February on renewed fears of a recession and concerns markets may have got ahead…

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TriDelta Insight Q4 Commentary – Putting 2022 In Its Place

Market Overview 2022 was a rollercoaster year that saw war between Russia and Ukraine, fears of an energy crisis, surging inflation, and central banks raising interest rates at a pace not seen in decades. While it’s impossible to summarize a year in just a few sentences there are several points from 2022 worthy of note:…

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TriDelta Insight Q3 Commentary

Market Overview Coming off a difficult June, markets were optimistic heading into the early stages of the third quarter. By mid-August markets in Canada and the U.S. were strongly positive on several good news stories. Recession fears eased on the back of improving economic data and inflation showing early signs of having peaked, and company…

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TriDelta Insight Q2 Commentary

Overview While it’s undoubtedly been a difficult first six months of the year, there are still positives. A strong job market, companies buying back their own stock, signs that pessimism had gone too far, and strong bank balance sheets have helped provide some support. The consumer has also largely continued to spend, helped by rising…

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Market Commentary for June 2022

Two Important Sources of Value – Stocks and Emotions In May, the S&P500 dropped as much as 11% in the first 3 weeks and ended the month roughly flat.  In a month like this, and in a year like 2022, it is very important to start with investments that are valued at least somewhat reasonably,…

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