Last person standing

Published by Richardson GMP on Dec 09, 2019

With global growth still losing momentum, we contend it will be up to the US consumer to hold the line. In this Ethos we dive in to look at how they are doing, plus a little contrast with the Canadian consumer.... Continue reading
Some Improving Signs

Published by Richardson GMP on Dec 02, 2019

This week’s Ethos is our monthly Investor Strategy for December. In this edition we provide a market recap, market cycle update, and provide some context as to why the danger zone for our indicators is in and around 10 bullish signals.... Continue reading
Energy Intervention

Published by Richardson GMP on Nov 25, 2019

In this week’s Ethos it is all about energy. The good, the bad and some of the lowest valuations in years.... Continue reading
Enhancing the 60/40 with Alts

Published by Richardson GMP on Nov 18, 2019

With our firm’s annual Alternative Investments conference on today, we took Ethos down the asset allocation path this week. We provide a brief primer on how we look at the alt space, and things to watch out for.... Continue reading
Back to Fundamentals

Published by Richardson GMP on Nov 11, 2019

In this week’s Ethos we ignore all the noise of trade talks and focus in on fundamentals, mainly earnings and valuations.... Continue reading
Upbeat tone

Published by Richardson GMP on Nov 04, 2019

Ethos is our monthly Investor Strategy report this week. It includes a market recap, a market cycle update, an update on gold, recommended portfolio positioning, and a look into US equity valuations.... Continue reading
Wounded unicorns are running for the clouds

Published by Richardson GMP on Oct 21, 2019

In this week’s Market Ethos we take a look at the many money-losing unicorns in this years IPO market. Recent IPO performance has been underwhelming and we’re beginning to see some troubling trends.... Continue reading
Choppy

Published by Richardson GMP on Oct 07, 2019

This week we have our Investor Strategy market outlook report. The global economy has slowed and the big question remains whether this is just the 3rd slowdown in this aging long cycle or the start of something worse.... Continue reading