Paul's Market Insights
Paul's Market Insights is our bi-weekly communique to provide clients with current insights on financial markets.
Written by Paul Siluch
December 21st, 2022
It is the winter solstice today, the longest night of the year and the shortest day. Few likely have noticed, as North America – from Houston to Victoria – is in the grip of frigid arctic weather.
Indeed, it seems like the entire year of 2022 has been in a similar icy grip, not unlike the classic Christmas carol “In the Bleak Midwinter” by Christina Rossetti.
Written by Paul Siluch
December 8th, 2022
I met someone recently who lives a lifestyle I’ve read about but never really seen.
He’s a young man, 32, who works full-time and lives in a van. He’s been doing this for three years while he saves money to buy a house. His nest egg is quite sizeable, to his credit.
It prompted the poem below, an ode to the resilience of those who understand sacrifice, as well as to the youth of today.
Written by Paul Siluch
December 8th, 2022
The story of 2023 will be about the narrative shift from concerns about inflation to worry about recession. In some sectors, it is already happening.
People are switching from Whole Foods to Wal-Mart (NYSE WMT) for their grocery shopping, for example. Dollarama (TSX DOL), the dollar store chain, just had record earnings.
Here’s how we see 2023 playing out:
