All posts tagged Educating

  • Thomas S. Caldwell, C.M.

    Chairman

    September 23, 2020

    The best time to plant a tree was years ago. The second best time is now. How can you use that phrase to help investors during COVID?

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

    President and CEO

    September 23, 2020

    How would you answer the question: “Why is government debt bad?”

  • Something good for the month

    September 2, 2020

    August 2020

    interesting links

    With this summer coming to an end we continue to experience this new normal. Below is our selection of the most interesting links for the month of August. We hope you find a moment to sit back and enjoy them as much as we did.


    Pocket | The Untold Story of Atari Founder Nolan Bushnell’s Visionary 1980s Tech Incubator

    After bringing us Pong and Chuck E. Cheese’s, the legendary entrepreneur built a startup factory that tackled 21st-century ideas with 1980s tech.


    Latest memo from Howard Marks | Time for Thinking


    The New York Times | Retail Chains Abandon Manhattan: ‘It’s Unsustainable’

    Some national chains, both retail and restaurants, are closing outlets in New York City, which are struggling more than their branches elsewhere.


    Dr. Ed’s Blog | Another Roaring Twenties May Be Ahead

    We seem to be living in unprecedented times. We always seem to be living in unprecedented times, according to conventional wisdom, mostly because we don’t spend enough time studying history. There’s certainly a precedent for our current times in the past, one that was truly unprecedented back then.


    The Reformed Brocker | Art Cashin on the short-term effects of stock splits

    The legendary floor trader Art Cashin weighs in on the Tesla and Apple stock splits, which became effective today, in an emailed note. Excerpting a piece of it below…


    Fast Company | How TikTok could turn Walmart into an advertising powerhouse.

    By teaming up with Microsoft to acquire TikTok’s U.S. operations, the e-commerce giant could take on Google, Facebook, and Amazon’s huge ad businesses.


    Investment Executive | OSC survey reveals clients’ stress, satisfaction with advice during pandemic

    Most rated the advice they received positively, but a significant minority of clients weren’t impressed.


    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.

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

    President and CEO

    September 2, 2020

    Let’s talk about gold, since everyone is.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 31, 2020

    The market’s volatility over the first half of 2020 has prompted Investment Advisors to take a hard look at their product shelves.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 31, 2020

    Explain active share and why it’s a key metric when analyzing a mutual fund.

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