Corporate actions are events initiated by a company that affect its securities and, consequently, its shareholders. These actions can influence stock prices, shareholder equity, and the overall financial health of the company. Therefore corporate action have an economic impact on…
Buybacks are beneficial payouts as they are typically taxed more favourably than dividends*. A 1% buyback tax was introduced in the US in 2023 and increased to 4% in 2025. Buybacks increase shareholder ownership and can boost earnings per share…
As the U.S. presidential elections approach, the equity market’s volatility tends to increase and remain stable. Historically, volatility tends to subside immediately after the election, regardless of the winning candidate. On average, markets have seen about 5% gains in the…
For heavily taxed investors, the benefits of holding onto their investments as long as they continue to grow and compound are significant. Selling investments triggers taxes, which reduce the amount of capital available for reinvestment. As a result, the new…
The market’s strongest stocks often set the tone for the rest. Their performance can be viewed as a guide for broader market movements. One should be more cautious if a leading stock shows signs of exhaustion, if they are technically…
Fundamentals tend to be serene, while prices are tempestuous. Market sentiment, news reconciling large information asymmetry, events resetting expectations, liquidity, momentum, and technical factors are all responsible for these dynamics. Understanding the stimulant of a large price move is an…
Consumers can access 3 types of income Assessing the health of an economy and predicting future consumption and economic growth potential, involves a comprehensive analysis of cycles and trends of savings, employment income, and credit.
Stocks don’t do good or bad; they do better or worse. Everything is relative to market expectations.
Investing in something just because it is cheap is likely a value trap.Shorting something just because it is expensive is a death wish.
Markets and securities are often overbought or oversold, and they can maintain or extend those conditions for a long time. The outcomes that are more likely to happen may not happen until long after they first became likely. Markets can…