Globalization Remains an Undeniable Long-term Trend for Investors
The Rigden Model Portfolio and customized client portfolios are diversified globally and by industry and management style. The idea is to...
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Layth Matthews
- Jul 11
- 1 min
Weighing in on the Economic Outlook
https://nyti.ms/3rejE1t#permid=126254604 Here is a link to my published comment on today's NY Times column by one of my favourite...
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Layth Matthews
- May 4
- 4 min
How to Invest in Uncertain Times
One of the biggest mistakes investors make is "investing in the rearview mirror." Unlike other "clearance sale" opportunities, when our...
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Layth Matthews
- Apr 27
- 3 min
Making Sense of the Mortgage Market
As you can see from the chart below, Canadian residential real estate has grown steadily for many years. There was that frustrating...
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Layth Matthews
- Apr 25
- 2 min
Money Supply and Inflation
The chart below shows the M2 description of the US money supply (normally an indication of business and consumer confidence) vs CPI...
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Layth Matthews
- Apr 24
- 1 min
How Stock/Bond Portfolios have Performed over Time
First, let's put 2022 in context. As you can see from the chart below, it is rare for stocks and bond values to fall simultaneously. 2022...
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Layth Matthews
- Mar 7
- 1 min
Advanced Warning System for Investors and Mortgage Borrowers
I have initiated a self-updating dashboard of US economic indicators that illuminate the pressures building up on global asset prices and...
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Layth Matthews
- Feb 26
- 1 min
2022 RRSP Deadline is Thursday March 1st
It's not too late to make an RRSP contribution to reduce your 2022 taxable income. The RRSP loan application can be done virtually and...
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Layth Matthews
- Feb 3
- 1 min
Where the Money Supply Goes, Inflation will Follow
The likelihood of stable or falling inflation and interest rates in 2023 and 2024 increases as the money supply shrinks. This bodes well...
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Layth Matthews
- Nov 24, 2022
- 2 min
Inflation Rest in Peace
The US Core CPI index measures the year-over-year changes in a basket of goods, excluding the volatile food and energy costs, but...
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Layth Matthews
- Nov 9, 2022
- 1 min
Who Should be Responsible For the Global Carbon Clean-up?
The United Nations climate change conference, COP 27, is going on in Sharm el-Sheikh, Egypt this week. This summary of the world's...
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Layth Matthews
- Oct 22, 2022
- 2 min
Why Inflation is peaking, Rates are Coming Down, Bonds are Going Up, and Hybrid Funds are Best.
This chart of consumer prices vs money supply (M2) growth rates in the US shows that consumer prices have historically followed the money...
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Layth Matthews
- Oct 11, 2022
- 1 min
Canada is the Second Largest Country with Only .48% of the World Poplulation! Mind you it's cold.
Over the past 50 years, the world's population has doubled, and there have been significant changes in the ranking of the world's most...
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Layth Matthews
- Oct 1, 2022
- 6 min
Rigden Financial Third Quarter Review
The first three quarters of 2022 have brought a historic rise in mortgage rates and a rout of stock and bond market values. I have...
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Layth Matthews
- Sep 22, 2022
- 1 min
Beware the Bottom of Unemployment!
My research on the Great Depression and reinforced by this chart impresses me with how unemployment tends to soar very soon after it hits...
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Layth Matthews
- Jul 14, 2022
- 4 min
The Hidden Threat of Deflation - What that Means for Investors
The current efforts by policymakers to tame inflation "expectations" are increasingly likely to overshoot and cause a recession, possibly...
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Layth Matthews
- May 26, 2022
- 4 min
Investment and Mortgage Markets Update - May 26, 2022
Depending which index you are looking at, the stock market is down 5 - 25% year-to-date May 26, 2022. Fixed mortgage rates have doubled...
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Layth Matthews
- Apr 28, 2022
- 1 min
Why Mortgage Rates May be Peaking and Stocks Prices Bottoming
This writer says the recent surge in inflation can be explained by the combined temporary effects of massive government stimulus and...
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Layth Matthews
- Apr 21, 2022
- 1 min
Supply Chain vs. Interest Rates
The inflation caused by supply chain interuptions will likely lead to slower growth and lower interest rates after the hoarding effect is...
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marktwhaley
- Mar 26, 2022
- 7 min
Calculating the Advantages of Buying a Home with a Suite
Layth Matthews takes us through an example that shows the benefits of buying a home with a suite attached to generate income. Mark Whaley...
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