A Long-term Reason to Overweight Equities (Stocks)
https://posts.voronoiapp.com/demographics/1-in-6-People-Will-Be-Aged-65-by-2050--752 The rising number of senior citizens worldwide is...
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Layth Matthews
- Mar 20
- 2 min
Canada Real Estate Outlook - Unclear!
My favourite Real Estate Economist, Will Dunning, posted his March updates. Here is the link to his page: https://www.wdunning.com/housi...
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Layth Matthews
- Feb 27
- 1 min
Rigden Financial 2024 Bond And Mortgage Outlook
Canadian Bond and Mortgage Rates are High The Bank of Canada pushed bond and mortgage rates higher in 2022 and 2023 to dry up inflation...
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Layth Matthews
- Feb 13
- 2 min
Where are Stocks Headed in 2024?
Happy Year of the Wood Dragon! Note that the deadline for RRSP contributions deductible against 2023 income is February 29th (It's leap...
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Layth Matthews
- Feb 11
- 1 min
The Scoop on Segregated Funds
Segregated funds are like regular mutual fund investments, with 75-100% of your net investments protected for your beneficiaries....
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Layth Matthews
- Dec 25, 2023
- 1 min
Dec 2023 Update from Canada's Best Real Estate Economist
https://www.wdunning.com/housing-market-digest
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Layth Matthews
- Oct 26, 2023
- 1 min
Why it's Time to Rebalance the Portfolio
Here is a chart highlighting the dramatic outperformance of Tech stocks YTD. It suggests a rebalance into the long-term target...
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Layth Matthews
- Oct 15, 2023
- 2 min
Why Large Tech Leadership is Likely to Survive
https://www.visualcapitalist.com/cp/ranked-the-10-biggest-nasdaq-companies-by-rd-investment/ Large technology companies comprise almost...
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Layth Matthews
- Aug 23, 2023
- 1 min
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, 2023
- 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, 2023
- 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, 2023
- 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, 2023
- 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, 2023
- 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, 2023
- 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, 2023
- 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, 2023
- 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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