Tailoring Your Pathfinder Portfolio
2024 Portfolio Management Overview
It’s already the end of the year….
Economic Update: Rest of the World
Year-end Tax Considerations
Pathfinder Small Cap Quarterly Report 3Q24
Meeting Managements in Japan: Why did we go?
Meeting Management in Japan: Shin-Estsu
Meeting Management in Japan: JEOL Ltd
Meeting Management in Japan: Yakult Honsha
Meeting Management in Japan
The FHSA: A Path to Your First Home
Back to School: The Benefits of RESPs
Second Quarter Earnings Season
Slowing, slowing, slowing…
Conviction Fund Semi-Annual Report
Pathfinder Small Cap Quarterly Report 2Q24
Industry Research: Semiconductors
The Investor Performance Gap
Predicting rain doesn’t count
Global Manufacturing Improvement
First Quarter Earnings Season
Inflation, the Consumer and Asia manufacturing…
Comments from around the world…
Investor Concerns are Back
Pathfinder Small Cap Quarterly Report 1Q24
Understanding the Psychology of Money
Our Technology Growth Curve…
Tailoring Your Pathfinder Portfolio
Real Fund Semi-Annual Report
Pathfinder Small Cap Quarterly Report 4Q23
2023 Large Cap Annual Review and Outlook
2023 Portfolio Management Overview
Fall Earnings Season and sign off for 2023
Adding CPI and Retail Sales Data
PMIs and Consumers are Soft
Higher Interest Rates and Lower Asset Prices
Pathfinder Small Cap Quarterly Report 3Q23
Managers Feeling Upbeat, Employment Strong
Evolution of Market Expectations
How the FOMC Impacted the Market this Week
What is the FHSA and how can it be utilized?
Back to School: The Benefits of RESPs
Thoughts before the end of earnings season
The Management View continued…
Alberta Real Estate Insights
Doré, Drills, & Discoveries – Summer Solstice Tour
Real Fund Semi-Annual Report
Pathfinder Small Cap Quarterly Report 2Q23
Economic Strength… High Rates?
June Jobs Report Sparks Market Reaction
A Brand New Year of Earnings
Thoughts on Central Banks
Thoughts on the Job Market
Wealth Accumulation & Preservation
Pathfinder Small Cap Quarterly Report 1Q23
March 2023 Federal Budget
Good News from Temp Jobs?
Tailoring Your Pathfinder Portfolio
Real Fund Semi-Annual Report
Pathfinder Small Cap Quarterly Report
2022 Core Portfolio Annual Review and Outlook
2022 Portfolio Management Overview
Fall Earnings Season and sign off for 2022
Recent Inflation Data and a Global Perspective
Walking Through Earnings Season
Starting To See Opportunities
2022 Q3 Pathfinder Small Cap Quarterly Report
Behavioural Finance: Investor Biases
A week(s) of volatility continued…
Global Market Cap, our final thoughts
Q2 Earnings Season Complete – some quotes
The Great Global Balancing Effect
Fresh data telling a story
The Great Balancing Effect
Real Fund Semi-Annual Report June 2022
2022 Q2 Pathfinder Small Cap Quarterly Report
Purchasing Managers Indices and Recession
Rate Increases and Market Expectations
2022 Q1 Earnings Season Complete
Pan Global Resources: An Island In A Sea of Deposits
Earnings: We are two-thirds of the way through
2022 Q1 Pathfinder Small Cap Quarterly Report
Commodities: Portfolio Allocation
Agriculture: Fertilizers and Crops
The Short Squeeze and Uranium Tailwinds
Portfolio Diversification and Commodities
Portfolio Diversification and Commodities
Geopolitics and The Market
Uptick in Rates… but the Economy chugs along
Real Fund Semi-Annual Report Dec 2021
2021 Q4 Pathfinder Small Cap Quarterly Report
2021 Core Portfolio and Annual Outlook
2021 Portfolio Management Overview
Fall Earnings Season and sign off for 2021
2021 Q3 Pathfinder Small Cap Quarterly Report
United States Debt Ceiling
We need some more supplies
Manager Expectations & Economic Recovery
Diverging Inflation Expectations
Inflation Asset Strategy: Areas to avoid
Inflation Asset Strategy: Areas to Focus on
Inflation Strategy Continued
2020 Personal Income Tax Filing Deadline: April 30, 2021
North American Rail: CP & KCS merger
Reasons Why Inflation Readings May Increase
Inflation taking headlines
Real Fund Semi-Annual Report
Q4 Pathfinder Small Cap Quarterly Report
Earnings Season comes to a close
The US Election, Government Fiscal Response & Earnings
Copper Deposits and Characteristics
Gold Deposits and Characteristics
Central Banks Now Need Government Cooperation
Q3 Pathfinder Small Cap Quarterly Report
Origins of Metals & How Ore Deposits are Formed
Bill’s Bubble – Life in the NHL Bubble
Commodity Cycles: Boom, Bust, & Transition Part 1
We are only part way back (continued….)
Bill’s Bubble – Life in the NHL Bubble – Week 8
We are only part way back
Bill’s Bubble – Life in the NHL Bubble – Week 7
Bill’s Bubble – Life in the NHL Bubble – Week 6
Companies in the same industry are not the same!
Bill’s Bubble – Life in the NHL Bubble – Week 5
Q2 2020 Earnings Season Finished
Bill’s Bubble – Life in the NHL Bubble – Week 4
Bill’s Bubble – Life in the NHL Bubble – Week 3
Deferred Sales Charges and the Mutual Fund Industry
Bill’s Bubble – Life in the NHL Bubble – Week 2
Bill’s Bubble-Life in the NHL Bubble
Q2 Pathfinder Small Cap Quarterly Report
Real Fund Semi-Annual June 30, 2020
Pathfinder North American Equity: Stella Jones Inc.
Pathfinder Partners’ Fund: Microbix Biosystems Inc.
Pathfinder Resource Fund – Gold Equities
Pathfinder Real Fund – Kinaxis Inc.
Pathfinder International Fund – ASML Holding NV
End of an Historic Earnings Season
US & Canadian Unemployment
Q1 Pathfinder Small Cap Quarterly Report
A view of what’s to come for North American industry
Stock Price Volatility Continues
Geopolitical Events & Fear: Continued…. Pandemics
Geopolitical Events & Fear: Continued… War & Terrorism
Geopolitical Events & Fear
Real Fund Semi-Annual Report
Q4 Pathfinder Small Cap Quarterly Report
Core Portfolios Annual Review
2019 Portfolio Management Overview
Recap & Outlook: Earnings Season Still Strong
Recap & Outlook: 40 Meetings – 3 Days
Recap & Outlook: Small Cap Team Award
2019 Q3 Pathfinder Small Cap Quarterly Report
Recap & Outlook: China Trip – Part I
Recap & Outlook: Macro Machinations
Recap & Outlook: Vancouver Housing – Part IV
Recap & Outlook: Ecuador Site Visit – Adventus Mining
Recap & Outlook: US Consumer Still King & Queen
Recap & Outlook: Fixed Income Portfolio adjustment
Recap & Outlook: The Inverted Yield Curve
Recap & Outlook: Our trip to Kamloops, BC
Recap & Outlook: Foreign Exchange and Interest Rates
Recap & Outlook: US Household Debt
Recap & Outlook: Global Economy
Pathfinder Small Cap. Quarterly Report
Recap & Outlook: Global Economy
Recap & Outlook: European issues remain, inversion
Recap & Outlook: China Slowing
Recap & Outlook: Jobs and Central Banks
Recap & Outlook: It was all a dream?
Pathfinder Small Cap. Quarterly Report
Real Fund Semi-Annual December 31, 2018
EQUALLY INVESTED … WHAT THIS MEANS:
Recap & Outlook: End of Earnings… End of year
Recap & Outlook: Confidence in the US
Recap & Outlook: Vancouver Housing – Part III
Recap & Outlook: Vancouver Housing – Part III
Recap & Outlook: Vancouver Housing – Part III
Recap & Outlook: Vancouver Housing – Part III
Recap & Outlook: Emerging Markets… Why do we care?
Recap & Macro Outlook: Earnings Season & Insurance Companies
Recap & Macro Outlook: Equity Returns and Recessions
Partners’ Fund Quarterly Report
Real Return Plus Fund Semi-Annual Report
Recap & Macro Outlook: US Participation Reconsidered
Recap & Macro Outlook: Multiple Trade Wars?
Recap & Macro Outlook: Global Participation Rates
Recap & Macro Outlook: 1 for 1!!
Recap & Macro Outlook: The North American Economy Continues to Expand
Recap & Macro Outlook: Follow-up: New Canadian Mortgage Regulations
Recap & Macro Outlook: Building a Client Portfolio
Recap & Macro Outlook: Building Mandate Portfolios
Recap & Macro Outlook: Finding Our Investments
Recap & Macro Outlook: Valuation
Recap & Macro Outlook: Company Management
Recap & Macro Outlook: Fear and Greed Take 2
Recap & Macro Outlook: Fear and Greed
Real Return Plus Fund Semi-Annual Report
Parterns’ Fund Quarterly Report
EQUALLY INVESTED … WHAT THIS MEANS:
Recap & Macro Outlook: Sales have been strong
Recap & Macro Outlook: Canadian GDP
Recap & Macro Outlook: Employment