Category Equities

Buybacks are typically beneficial

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…

Elections and equities

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…

Turnover erodes compounding

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…

Follow the leaders

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…

Extreme valuations

Investing in something just because it is cheap is likely a value trap.Shorting something just because it is expensive is a death wish.