March 12, 2023 — “I have not seen it like this since I went $5 bid for half a million shares of Citi group and got hit in 1990!” …

March 1, 2023 — When faced with challenging circumstances, routine methods and strategies may not work. In difficult environments, out-of-the-box thinking and creativity can overcome seemingly insurmountable hurdles. The surge in inflation, an equity bear market, and the dramatic rise in interest rates over the past couple of years has…

February 25, 2023 — The mergers and acquisitions market is a constantly evolving and complex landscape comprising a cast of characters and companies that change with the market cycle. Understanding the ever-changing dynamics and trends of the M&A market is crucial for investors, executives, and policymakers alike. It can provide…

February 12, 2023 — Entering 2023, the consensus outlook forecast that the first half would feature weak stock market performance with a recovery in the back half of the year. As is usually the case, the consensus has been way off thus far. …

January 31, 2023 — Zombies have been a popular cultural phenomenon for several decades. Originating in Haitian folklore and spreading through the works of modern writers and filmmakers, the image of a zombie — a reanimated corpse with a hunger for human flesh — has captured the imaginations of millions. …

January 30, 2023 — What do you think of private equity? Certainly, it is one of the investment business’s most highly debated Rorschach tests. Skeptics believe private equity represents a leveraged small-cap value investing strategy, offered at exorbitant fees, that is marked-to-model to shelter would-be investors from its extreme underlying…

January 14, 2023 — While 2022 was challenging for most investors, it offered valuable learning opportunities. Before 2022, the traditional 60/40 stock and bond portfolio worked wonders, lulling investors into a state of complacency. Investors were apathetic about diversifying beyond just two assets due to a steady 40-year decline in…

December 31, 2022 — “Liquidation sale” is a term that perks up the ears of many budget-minded consumers. It is often characterized by discounted prices on the remaining inventory in an effort to quickly sell off the remaining goods and clear out the store or warehouse. Rarely can one find…

December 28, 2022 — Boxing Day, celebrated on the day after Christmas, is a public holiday in many countries, including Canada, the United Kingdom, and Australia. …