All posts tagged Educating

  • Something good for the month

    April 2, 2020

    March 2020

    interesting links

    We’ve put together our “most interesting links compilation” for the month of March. We found it odd posting all the pandemic information under our Tell Me Something Good title, but sometimes bad news can turn into good news…

    YouTube: Some Good News with John Krasinski

    John Krasinski highlights some good news from around the world, including an interview with Steve Carell to mark the 15th anniversary of The Office.


    Latest memo from Howard Marks: Flattening the Curve

    The spread of the virus has been described as “exponential”. Most people use this word without understanding precisely what it means. In short, exponential growth is the real-world version of what people in our business refer to as compounding. In other words, there’s a growth percentage and the parameter in question increases by that percentage every period. Thus, the rate of growth is constant and the magnitude of the increase grows in each period. For years we’ve talked about things on the Internet “going viral.” This is what exponential growth means.


    Institutional Investor: Restaurants Are Being Destroyed. Money Managers Should Be Scared.

    Unlike 2008–2009, when the cause of the market meltdown was at least industry-related, today these entrepreneurs, who risk everything to create better investment outcomes for clients and their beneficiaries, fail for no fault of their own. And these are the managers — especially emerging managers — that tend to outperform their more established peers and produce the Alpha we so desperately seek.


    Visual Capitalist: The Hardest Hit Companies of the COVID-19 Downturn: BEACH

    The market’s latest storm has plunged the global travel industry into uncharted territory. Since the S&P 500 market high on February 19, 2020, market capitalizations across BEACH industries — booking, entertainment, airlines, cruises, and hotels — have tumbled. The infographic profiles the steep losses across BEACH companies.


    World Economic Forum: How big business is joining the fight against COVID-19

    As the number of confirmed COVID-19 coronavirus cases continues to rise, exceeding 350,000 on 23 March, 2020 something else is starting to happen around the world – entrepreneurs, businesses and multimillionaire philanthropists are pledging their support. Some are augmenting the work of public bodies, while others are filling gaps that might otherwise have been left unfilled. Here is a round-up of some of the activities and initiatives undertaken by private-sector organizations that are helping to combat the coronavirus.


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied is made by Caldwell Investment Management Ltd. or its affiliates.

  • Thomas S. Caldwell, C.M.

    Chairman

    April 1, 2020

    What are the two key market drivers?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 3, 2020

    Back in December 2018 you wrote a piece that was published in the Globe and Mail Opinion called “Making sense of the current market volatility”. Seems like nothing has changed regarding volatility over the past year.

  • Something good for the month

    February 27, 2020

    February 2020

    interesting links

    We were digging and digging to find the most interesting articles to present to you for the month of February. We hope you enjoy them as much as we did.


    Visual Capitalist: Visualizing the 700-Year Fall of Interest Rates

    How far can interest rates fall? Currently, many sovereign rates sit in negative territory, and there is an unprecedented $10 trillion in negative-yielding debt. This new interest rate climate has many observers wondering where the bottom truly lies.


    Profgalloway.com: LAnd of the Undead

    Most large entertainment media firms (Comcast, AT&T, Verizon, Netflix, Fox, Sony, etc.) will cede value to Amazon and Apple over the next decade. Similar to Walmart, Disney is the only incumbent with the assets, leadership, and shareholder base to land counterpunches on the purveyors of paper towels & AirPods. This week I shared my take on the streaming wars with 700+ people tuning into our livestream. We constructed a framework to separate winners from losers.


    CNBC: A huge driver of stock prices got off to its worst start in 7 years, but that could change

    Share buybacks, one of the key building blocks for the nearly 11-year bull market run, have gotten off to a slow start in 2020 that, if sustained, could pose a threat to the Wall Street rally.


    Fast Company: The 2019 Innovation By Design honorees point toward a more sustainable future

    The article highlights the innovation by design awards and how many of them are designing sustainable business practices.


    Visual Capitalist: Where Are the Oldest Companies in Existence?

    Where Are the Oldest Companies in Existence? The Companies With the Strongest Staying Power? The Oldest Company in Every Country, by Region?


    Forbes: 8 Scientific Facts Everyone Should Know About Leap Day

    Once every four years, at least under most circumstances, humanity inserts an extra day into our calendar year to help keep time: Leap Day.[…] Despite a bizarre historical origin and a series of urban legends surrounding it, Leap Day exists for scientific, not superstitious, reasons.


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied is made by Caldwell Investment Management Ltd. or its affiliates.

  • Thomas S. Caldwell, C.M.

    Chairman

    February 25, 2020

    I’ve heard you say “Don’t get focused on indices”. What is your thought process?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    February 25, 2020

    For Investment Advisors that have been helping clients for some period of time, what questions should they be asking themselves about how to build their business?