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Breakfast with Dave
May 3, 2021 @ 5:42 pm
A monthly report designed to produce actionable investment ideas based on our proprietary models. The report covers a wide range of asset classes and sectors and will help investors identify shifts and opportunities in the investment landscape.
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Unveiling Recession-Leading Indicators
Leading economic indicators are like a map to economic trends. They hint at what lies ahead in our economy, much […]
The Link Between Recession and Inflation
Recession and inflation, two powerful economic indicators, lock horns in a delicate dance that impacts economies globally. A tug in […]
Understanding Recession Indicators
Recession indicators, such as GDP growth or decline, unemployment rates, consumer trust in the economy (confidence indexes), and how the […]
If You Don’t Have a Plan B, You Don’t Have a Plan
When I left Merrill Lynch in New York back in the spring of 2009 to come back to Toronto and […]
Sew What
Sometimes we simply have to be able to laugh at ourselves and take things just a little less seriously. This is […]
Carry On My Wayward Traveler!
Before I delve into detail in this personal vignette, please remember that these were the days before yours truly became a road […]
Union Dave
It was the summer of ‘81. And not one that I will ever forget. Not exactly the best days of my life. I had just completed my second year at the University of Toronto, doing my undergraduate degree in economics. As with anyone at the ripe young age of 21, I thought I knew it all…
Life with Father
At this time of year, in the lead-up to the High Holidays, I think back to my childhood when I used to sit next to my dear dad in the synagogue. As he stood to say the solemn prayers, I would be right beside him hiding under his prayer shawl (“tallit”) and hugging his leg. That intense feeling of safety and security has never gone away.
In Recognition of Jack Rivkin and How He Took Lehman Research to the TOP in the 1980s (Hint from Shania: “Man! I Feel Like a Woman!”)
Those who knew the Wall Street legend, Jack Rivkin, will surely appreciate my sentiment that this is someone deserving of […]
