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Tim Morton, CFA
1 hour ago1 min read
An Interesting Time to be a Canadian
It's time for Canada to consider it's future. We live next door to a giant.
Tim Morton, CFA
Dec 4, 20243 min read
Tariff Wall Joins a Border Wall
Tariff Wall joins a Border Wall...isn't the real issue currency misalignment
Tim Morton, CFA
Oct 16, 20243 min read
MIR20 Celebrates 12 Months of Active Investing
The strategy checked off the list of expected outcomes, plus quite a few unexpected hiccups.
Tim Morton, CFA
Sep 22, 20242 min read
Don't Fight the Fed
"Don't Fight the Fed". He suggested cautious stock market positioning....
Tim Morton, CFA
Sep 5, 20243 min read
Risking the "House Money"
Bill O'Neill peered down at me and coldly answered "Because you are playing with the house's money".
Tim Morton, CFA
Aug 5, 20242 min read
Insurance in the Midst of a Storm
One purchases insurance with the hope that it never has to pay out.
Tim Morton, CFA
Jul 16, 20242 min read
Success or Failure? Managing a Portfolio of Stocks
the goal of being 20% less volatile than the benchmark has not been ascertained. It will certainly be tested going forward.
Tim Morton, CFA
Jun 7, 20242 min read
Always "Invert"
Charlie Munger " Always Invert"
Tim Morton, CFA
May 17, 20243 min read
Inflation + Taxes = Financial Repression
Consumers and Investors are not happy. Financial Repression continues
Tim Morton, CFA
Mar 18, 20243 min read
The Art of the Possible
Market analysts grapple with the task of foreseeing future stock market levels.
Tim Morton, CFA
Mar 2, 20241 min read
The Price of Oranges
The Price of oranges...this morning I was truly startled.
Tim Morton, CFA
Jan 23, 20244 min read
Mash Mash of Financial Repression
One should be concerned with the rising levels of government debt. In around 2400 BC the Sumerians had a phrase for compound interest....
Tim Morton, CFA
Jan 8, 20243 min read
Shiny Objects: Speculation in the Guise of Investing
There appears to be no method to gauge "peak" investor interest.
Tim Morton, CFA
Dec 4, 20234 min read
The Significance of $27
Maximizing leverage is terrific if your timing is perfect. Luck will likely play a major part in getting the timing right.
Tim Morton, CFA
Nov 23, 20233 min read
The Storytelling Mystro
Ten Surprises - Contemplating the Future
Tim Morton, CFA
Nov 20, 20235 min read
MIR20 - Significant Return Opportunities with Risk Controls
Investment Returns with Risk Controls
Tim Morton, CFA
Sep 4, 20233 min read
Working from Home Forever? Careful What You Wish For.
I have been contemplating changes in the work environment. Barron's and Apple News shared my interest in the topic and published my...
Tim Morton, CFA
Aug 1, 20233 min read
Unexpected Possibilities
Could global interest rates fall to substantially lower levels?
Tim Morton, CFA
Jul 18, 20232 min read
Market Timing - Making Sense of the Noise
If you are a well-known investment analyst, can you make claims with little chance of hearing feedback?
Tim Morton, CFA
Jun 24, 20232 min read
Canada- Keeping the Dream Alive
Is it the comfort of knowing Canadian names or is there an opportunity for portfolio improvements, by increasing my U.S. exposure?
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