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Ready to invest?
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus Infrastructure Fund
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
      • Caldwell North American Fund
      • Tactical Sovereign Bond Fund
    • Actively Managed ETFs
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest – Fund Codes
    • Customized Portfolio Optimization
  • Media
    • Media Appearances
    • News Releases/Print Media
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Market Insights
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers
Tell Me Something Good Tell Me Something Good
  • Blog
  • Market Insights
  • Podcasts
  • Something Good for the Month

    September 2023

    The Convexity Maven | The Convexity Maven: “The Big ‘O’” When making an investment decision in the bond market, there are only three risk vectors… More

    Posted: October 2, 2023
    EducatingGoodreads
  • Something Good for the Month

    August 2023

    SmartLess | An Interview with Michael Lewis | SmartLess w/ Jason Bateman, Sean Hayes, Will Arnett Michael Lewis, legendary author, lost his 19 year old… More

    Posted: September 7, 2023
    EducatingGoodreads
  • Something Good for the Month

    July 2023

    ECRI | Business Cycles and Growth Rate Cycles Explained “With so much debate about hard landings and soft landings, recessions and slowdowns, it helps to… More

    Posted: August 8, 2023
    EducatingGoodreads
  • Something Good for the Month

    June 2023

    Odd Lots | Jim Grant Sees an Era of Higher Rates That Could Last For Years “If you think interest rates seem high right now,… More

    Posted: July 6, 2023
    EducatingGoodreads
  • Something Good for the Month

    May 2023

    Cointelegraph | 25,000 Traders Bet On ChatGPT’s Stock Picks Copy trade along with ChatGPT, analysts debate the intelligence of large language models, and warnings that… More

    Posted: June 6, 2023
    EducatingGoodreads
  • Something Good for the Month

    April 2023

    Harley Bassman | The Convexity Maven: The Chips are Down “Family lore suggests that my great Aunt Vi ran the West Los Angeles sports book… More

    Posted: May 3, 2023
    EducatingGoodreads
  • Something Good for the Month

    March 2023

    Read. Reflect. Re-energize. The Daily Feather | Too Small to Not Fail “It is worth noting that ‘too big to fail’ is not simply about… More

    Posted: April 3, 2023
    EducatingGoodreads
  • Something Good for the Month

    February 2023

    Read. Reflect. Re-energize. Academy Securities | A Day in the Life of a ODTE Option “I was created or “born” this morning! I will expire… More

    Posted: March 20, 2023
    EducatingGoodreads
  • Something Good for the Month

    January 2023

    Read. Reflect. Re-energize. Visual Capitalist | Infographic: Generative AI Explained by AI ChatGPT. DALL-E. MidJourney. DeepMind-generative Al technologies have exploded into mainstream consciousness. With access… More

    Posted: February 3, 2023
    EducatingGoodreads
  • Something Good for the Month

    December 2022

    Read. Reflect. Re-energize. Times of India | Indian PhD Student at Cambridge University Solves 2,500-year-old Sanskrit Puzzle A grammatical problem which has defeated Sanskrit scholars… More

    Posted: January 9, 2023
    EducatingGoodreads
  • Something Good for the Month

    November 2022

    Read. Reflect. Re-energize. CNBC Events | Investing icon Stanley Druckenmiller sits down with Joe Kernen at CNBC’s Delivering Alpha With pervasive economic uncertainty, an outbreak… More

    Posted: December 6, 2022
    EducatingGoodreads
  • Partners in Prospecting

    The Times They Are A Changin’

    I’m convinced the majority of us will be relieved to see the backend of 2022, because it has been a trying time for investors AND… More

    Posted: November 24, 2022
    InvestingMeetingsProspecting
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150 King Street West,

Suite 1702, P.O. Box 47,

Toronto, ON M5H 1J9

Phone: 416-593-0353

Phone: 1-800-256-2441

funds@caldwellinvestment.com

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