Webcast #4: Hedging Inflation
Correction: At 7:42, we mistakenly said Real Estate was the best performing sector in 2021. We intended to say Energy was the best performing sector. We apologize for the error.
From the blog
Each week, our team publishes a blog and webcast.
Jesse's: Webcast #4: Hedging Inflation
Jesse's: Webcast #3: Gold (12 minutes)
Webcast #3: Gold (12 minutes)
We discuss the factors that impact the prices of gold stocks, our outlook for the commodity, and two gold stocks that are on our radar.
Jesse's: Blog: Golden Opportunity?
Blog: Golden Opportunity?
Many often ask, “what does gold actually do?” Warren Buffett has responded by simply saying, “it just sits there.” Unlike other commodities like oil or wheat or coffee, gold is never actually consumed. Every ounce of it ever mined and processed is still available and sitting around somewhere, likely in a drawer. In Q3 last […]
Jesse's: Webcast #2: Copper (13 minutes)
Webcast #2: Copper (13 minutes)
We discuss the electric vehicle market and investing in copper as a way to benefit from its growth.
Jesse's: Blog: Driving Ahead with Copper
Blog: Driving Ahead with Copper
For thousands of years, copper has contributed to the development of human civilization. Used in everything from tools to plumbing to electronics, the red metal is often nicknamed “Doctor Copper” for its ability to predict the overall health of the economy. Moving forward, vehicle electrification will require significantly more copper than traditional combustible vehicles have […]
Jesse's: Webcast #1: Banks (8 minutes)
Webcast #1: Banks (8 minutes)
We talk about COVID-19’s impact on interest rates in 2022 and a historically lucrative trade involving Canadian banks
Jesse's: Blog: Banking on the Past
Blog: Banking on the Past
Investors that pay close attention to historical market trends note that the strategy to purchase the prior year’s worst-performing Canadian bank stock relative to its four domestic peers has accompanied an impressive track record of growth over time. Consider the following situation. An investor could annually rotate their Canadian bank investments in late December each […]