Hello,
Jim Thorne’s April Report suggests that we’re at a pivotal moment for investors. The attached document provides valuable insights for navigating these uncertain times.
Brian Belski sheds light on the resurgence in the small-cap space, highlighting the opportunities it presents.
Steve Saretsky and others are raising important questions about national rental programs, reflecting widespread concerns in this area.
Kevin Lynch and Jim Mitchell offer a compelling commentary on the challenges hindering progress in Canada, along with potential solutions.
The banking sector worldwide is undergoing significant changes, and Canada is no exception. While these changes may take time, they’re expected to revolutionize the industry within a generation.
The role of the US dollar as a global reserve currency is being challenged, particularly by the rise of blockchain and cryptocurrencies like Bitcoin. Jonah Van Bourg provides insights into the potential implications for commodities and the global economy.
Tina Lee’s interview on The National offers a refreshing perspective on T&T Supermarket’s expansion into the US market, reflecting growth and innovation.
Two NDP Premiers have different attitudes with respect to the carbon tax and it is sure more expensive to drive here than in Manitoba.
As the Final Four approaches, Canadians are eager to see Purdue’s Zach Edey in action. With his impressive track record, he’s poised to make a significant impact in the upcoming draft.
Golf enthusiasts are gearing up for The Masters, with heightened anticipation surrounding the participation of 13 LIV tour players. A historical anecdote about Greg Norman adds to the excitement surrounding the event.
These updates offer valuable insights into various sectors and events shaping our current landscape. If you have any questions or would like to discuss further, feel free to reach out.
Best regards,
David
Number 1-Navigating the Monsters and Bubbles of Today’s Transformative Economy.
Now is the Time of Monsters
We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where the intertwined narratives obscure the uniqueness of our era. As we contend with a world that echoes the tumult of epics like War and Peace or Game of Thrones, we are in the midst of a “Fourth Turning”—a period of intense demographic, technological, and structural change that recurs approximately every 80 years.
Number 2- We see a real opportunity in Canadian small caps as the market is broadening out: strategist-
Brian Belski, chief investment strategist at BMO Capital Markets, joins BNN Bloomberg to discuss the broadening of Canadian market, and investing in small cap stocks
Number 7-T&T Supermarket CEO Tina Lee reveals moments that changed everything
https://www.youtube.com/watch?v=tjHKyYlYhmc
Grab a cart inside T&T Supermarket as CEO Tina Lee reveals the pivotal moments that helped transform her family’s Vancouver grocery store into the largest Asian supermarket chain in Canada. It Changed Everything is a series hosted by CBC’s Ian Hanomansing and featuring interviews with some of the world’s most successful people, revealing the moments, decisions, and secrets that helped them break through.
Number 8- Manitoba NDP to scrap carbon tax as BC NDP doubles down - Business in Vancouver
(Gas in Winnipeg was as low as $1.33 a litre on Tuesday, compared to more than $2 a litre in Metro Vancouver.)
We hope you found the Top Ten interesting this week, and are looking forward to another selection of articles, stories, and commentary next week. If you know of anyone else who would be interested in receiving our weekly note, please let me know.
Schneider Wealth Management is a trade name of Aligned Capital Partners Inc. (ACPI)* – ACPI is regulated by the Investment Industry Regulatory Organization of Canada (www.iiroc.ca) and a Member of the Canadian Investor Protection Fund (www.cipf.ca). David Schneider is registered to advise in securities and/or mutual funds to clients residing in British Columbia, Alberta, Manitoba and Ontario. This publication is for informational purposes only and shall not be construed to constitute any form of investment advice. The views expressed are those of the author(s) and may not necessarily be those of ACPI. Opinions expressed are as of the date of this publication and are subject to change without notice and information has been compiled from sources believed to be reliable. This publication has been prepared for general circulation and without regard to the individual financial circumstances and objectives of persons who receive it. You should not act or rely on the information without seeking the advice of the appropriate professional.
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