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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23 investing and personal finance thoughts for what’s to come in ’23

As we headed into 2022, I shared 22 financial thoughts for 2022. As it turned out, they were largely accurate, with one meaningful exception. I predicted an increase in interest rates and inflation, but, like many others, the hikes exceeded my more modest view. Looking towards 2023, interest rates and inflation will once again be…

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New signals point to more than just a ‘Santa’ rally

The past year has delivered lingering concerns over Covid, continued supply chain constraints, the Russian Ukraine war, unprecedented inflation, and subsequent aggressive government interest rate hikes to reduce this inflation. This crushed stocks and bonds. A review of three broad US market sectors tells this year’s sad tale. The iShares Core S&P Total U.S. Stock…

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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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