Tag: time horizon
Joe Rooney

Commodities, Contrarianism & Conviction

  Following is a common dialogue at recent investment meetings with our Canadian clients.   “Where is the price of oil going?” “The price of oil will increase.”   “When?” “We are not sure; it may decrease some more before … Read More →

Mathew Harrison

Have You Planned for Market Corrections?

Many global markets have slipped into correction or near-correction territory. As I write this, the TSX Composite Index has dropped 10.4% from its early September high. While stock market volatility isn’t much fun for private investors, those that have planned … Read More →

Richard Rooney

Us & Them

In 2011, I presented my view on high frequency traders (HFTs) at Burgundy’s annual Client Day. I had been unable to obtain very much information in early 2011 on who the HFT guys were and what exactly they were doing, … Read More →

Mathew Harrison

KISS

Confucius wrote that life is really simple, but people insist on making it complicated. The investment business takes this truism to the extreme. What could be relatively simple is often twisted, layered, tranched, and repackaged in the name of new … Read More →