5 from 5i: Bitcoin gone for good?

Weekly Market Update & five stock related articles we thought were a must-read this week

5 from 5i: Boring Battle: Bond ETFs vs GICs?

Weekly Market Update & five stock related articles we thought were a must-read this week

5 from 5i: Value and Momentum Factors

Weekly Market Update & five stock related articles we thought were a must-read this week

5 from 5i: Can we know more than the market?

Weekly Market Update & five stock related articles we thought were a must-read this week

Why writing is important when investing

I have not been writing here nearly as much as I would like. This seems like a reasonable activity to stop when things get busy but an investor who does not write and record their thoughts and strategies in some form is worse off in my opinion. Without documenting your thought process, ideas and theories, there is no way to keep track of everything that is going on in the markets and in your own mind let alone what is actually working or not. Fortunately we have a great team at 5i Research who has been able to keep the content flowing for readers and to keep our team on our toes.  

5 from 5i: Monetary Stimulus: It Was Good While It Lasted

5 from 5i - My Brain Hurts: Investor Thought Experiments

5 from 5i: If Buffett has periods of underperformance, why would you expect anything different?

5 from 5i - Risky ETF Misconceptions

5 from 5i: How Economists See Market Drivers

It was a big week for US bank earnings, and markets showed concerns over President Donald Trump’s ability to push through his pro-growth policies, following a setback to the healthcare bill. Bank of America (BAC), the second-largest U.S. bank by assets, beat quarterly earnings expectations but experienced a slowdown in trading revenue and trimmed its expectations for growth in net interest income. Goldman Sachs (GS) dipped after also beating earnings expectations but posted a 40% drop in bond trading revenue. Telecom company Rogers Communications (RCI.B) reported a greater-than-expected 35% jump in second-quarter profit, as a gain in wireless subscribers offset declines in its cable TV business. Canadian Pacific Railway (CP) reported a better-than-expected quarterly profit, as it earned more from higher shipments of commodities, but executives were cautious on grains for the second half of the year. Here are stories we found interesting this week:

1. An overview of factors driving market 'bubbles'
2. ETF Managers made active decisions for passive investors, years ago
3. Three 'simple' lessons learned over the last 10 years
4. If portfolio management is no longer the source of a financial advisor’s value, what is?
5. The 'Top 10' S&P 500 company contributions over the last 35 years