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VIDEO
| July 13, 2010 |
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YTD performance….end of the correction…start of 2nd qtr earnings.
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| June 02, 2010 |
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Markets are in a bad mood…European Banks are NOT in good shape.
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| May 18, 2010 |
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More on Sovereign Debt Crises …
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| April 30, 2010 |
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Sovereign Debt is historically risky…Goldman Sachs.
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| March 25, 2010 |
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Market Performance... ObamaCare...AF performance.
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| March 08, 2010 |
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Financial Solvency….using Canada as an example.
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| February 17, 2010 |
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What does the future hold in terms of financial assets?
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| January 28, 2010 |
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Correction Time...Returns...Facebook.
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| December 30, 2009 |
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Review of returns …a look ahead 2010.
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| November 27, 2009 |
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YTD Returns … Dubai … Rosenberg.
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| October 30, 2009 |
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Jobs, Jobs, Jobs….and various subjects.
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| October 09, 2009 |
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Obama peace prize…September results are in…What gold is telling us.
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| September 03, 2009 |
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Nothing complain about.
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| July 31, 2009 |
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Month to date and year to date returns…Price targets for the market…Misc.
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| July 2, 2009 |
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Performance YTD…Value investing finally wins…Fixed Income.
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| June 05, 2009 |
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Performance results up to June 4, 2009. Markets are acting normally once again.
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| May 07, 2009 |
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Wow, quite the rally……the process continues…May rollover highlights.
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| March 30, 2009 |
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Feeling a little better about our relative performance...
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| March 9, 2009 |
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Friedrich Hayek vs J.M. Keynes...Fixed Income
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| February 9, 2009 |
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Out performance in the last two months…what to expect going forward.
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| January 20, 2009 |
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Getting ready for Capitalism ll
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| December 22, 2008 |
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A review of 2008 …….
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| December 1, 2008 |
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How do we get through the bad days…December will be very interesting.
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| November 6, 2008 |
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Obama Victory… Will we ever see new highs in the funds!… November’s Rebalancing.
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| October 27, 2008 |
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Is it over… what happened to 1320 bottom in the S&P 500… some good news.
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| September 30, 2008 |
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Lack of leadership… Obama Rally… Asset allocation and process will save the day.
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| September 16, 2008 |
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Market Timing… Financials… AIG.
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| September 2, 2008 |
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A good August... a bottom in the S&P 500... rotational market ahead.
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| July 11, 2008 |
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What’s going on with the markets… More Chart talk… Risk Control and Asset Allocation.
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| June 6, 2008 |
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Introduction of our new feature… Daily updated Model Price Charts.
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| May 5, 2008 |
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April results... May's rollover... Good-bye financials.
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| April 17, 2008 |
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Review of returns and positions of Cdn and US strategies.
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| March 31, 2008 |
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Say something positive!
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| March 14, 2008 |
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Federal Reserve action... $1000 gold... US on sale!
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| February 29, 2008 |
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Weight in oils pays off for the month of February.
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| February 8, 2008 |
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A focus on the US... January review, rebalance, sector rotation."
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| January 28, 2008 |
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The Bottom in the S&P 500... 1320... Certainity vs Uncertainity... MBIA and Ambac.
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| January 7, 2008 |
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A Review of 2007, January rebalancing... the process continues.
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| November 21, 2007 |
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Potential bottom on the S&P 500... Stress testing companies... Rational systematic vs. the Irrational.
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| November 7, 2007 |
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October performance... Canadian Dollar... Value fund managers.
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| October 10, 2007 |
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Look at September results... Value 50 performance review.
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| October 02, 2007 |
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'Puts and Takes' on the Canadian Dollar.
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| September 04, 2007 |
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August angst... Process continues... Rebalancing.
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| August 20, 2007 |
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Fixed Income investing... Asset Allocation and Market Timing.
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| August 07, 2007 |
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Perfect storm for our US equity holdings leaves near record mispricing.
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| July 03, 2007 |
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Year to date performance... Aur Resources... Rebalancing.
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| June 05, 2007 |
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May Performance... June Rebalancing.
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| May 22, 2007 |
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3 year Anniversary for the Select Canada Focus... US Value 50 returns... US equities are cheap!
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| April 25, 2007 |
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A little history of the Dow... Performance of the AF funds.
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| April 02, 2007 |
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Boring Equity Markets... Quarterly returns... April Rebalancing.
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AUDIO
| March 27, 2007 |
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The China correction... Quarterly performance... Oil and Model Price fundamentals.
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| February 27, 2007 |
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The Beauty of Large Cap stocks... Returns Y-T-D... Top 10 positions US and Canada.
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| February 05, 2007 |
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Record Earnings... Monthly Portfolio Changes.
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| January 26, 2007 |
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January Returns... S&P 500 Model Price vs. US Value 50 Portfolio.
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| January 11, 2007 |
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January Rebalance... Overweighting Energy?... Depends on which country.
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| December 20, 2006 |
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Year end wrap...
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| December 13, 2006 |
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Morningstar 5 Star Rating on the AF Select US Value 50.
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| December 5, 2006 |
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October performance... November rebalance.
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| November 20, 2006 |
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More Income Trusts... Phelps Dodge and Materials.
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| October 31, 2006 |
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October performance numbers... Energy weight... New website.
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| October 23, 2006 |
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Shell Canada... and Income Trusts.
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| October 16, 2006 |
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Up coming three year record of the AF Select US Value 50, with comparisons to DFA, O"Shaughessy and INTECH.
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| October 2, 2006 |
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September performance numbers... fund distributions... predictions can be dangerous to your financial health.
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| September 25, 2006 |
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Fixed Income...
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| September 19, 2006 |
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Oils, Oils and more Oils, Fund Distributions and BCE Place.
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| September 5, 2006 |
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Busy Season... Rebalancing for September... US and CDN Markets.
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| August 09, 2006 |
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Bernanke on hold... Stuff has value... Monthly rebalance.
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| July 31, 2006 |
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July performance numbers... Materials and oils... Interest rates.
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| July 17, 2006 |
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Performance of the Acker Finley funds... Picking the low of the S&P 500.
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| June 27, 2006 |
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Falconbridge, Inco and Phelps Dodge Model Prices... June Distributions.
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| June 20, 2006 |
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CDN inflation up... Waiting for the BIG number... Market Timing is BAD.
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| June 12, 2006 |
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Correction Mania... Interest Rates... Oils are Cheap!
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| June 5, 2006 |
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Oil weight goes up in the funds... Inefficient Canadian Markets... Acker Finley Clients preparing for higher interest rates.
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| May 30, 2006 |
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Correction Mania... Interest Rates... Oils are Cheap!
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| May 15, 2006 |
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Going through a "CUP"and why it is necessary... A secular "BUY" for everything US.
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| May 08, 2006 |
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Materials "rock" Canada Focus... Canada's Debt to GDP... Buffet's IR.
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