DEC 18, 2020

MERRY CHRISTMAS FROM MONTY THE PENGUIN

BY KEITH THOMSON

“There is no such thing as information overload – only filter failure.”—Clay Shirky

For over a decade the British retailer, John Lewis, has aired what has become an iconic holiday season commercial. Although this year’s “Give a Little Love” was clever, in my opinion nothing comes close to 2014’s “Monty the Penguin”. Ironically, given our opening Dr. Seuss quote, it is a rather slick piece of marketing…

NOV 1, 2020

FILTER FAILURE

BY KEITH THOMSON

“There is no such thing as information overload – only filter failure.”—Clay Shirky

One critical challenge we face is choosing what to ignore. This is especially true when it comes to investing.  I was reminded of this fact during the lead up to the recent U.S. election after having numerous conversations around what the stock market might do if Trump either lost or won. A…

OCT 1, 2020

MINDSET IS EVERYTHING

BY KEITH THOMSON

“Happiness has to do with your mindset, not with outside cirumstances.” —Steve Marboli

Who knew that Canada is one of the happiest places on the planet. Granted the info-graphic below was published pre pandemic, one could still make the argument that compared to the rest of the world during Covid 19 Canada is still a pretty happy place Please click here to enlarge and read the full article….

SEP 2, 2020

CALM HAS A COEFFICIENT

BY KEITH THOMSON

“Trying to determine what is going on in the world by reading newspapers, is like trying to tell time by watching only the second hand of a watch.”—Ben Hecht

As we continue to live through this pandemic, I have observed that there seem to be two very distinct groups of people. The first group appears to be in a constant state of agitation, frustration and/or…

JUN 1, 2020

REFLECTION ON THE LAST
SIX MONTHS

BY KEITH THOMSON

“Our favourite holding period is forever.”  —Warren Buffet

The first six months of 2020 saw the advent of the worst global public health crisis in a century—since the 1918 influenza pandemic. In response, the world locked down, putting its economy into a kind of medically induced coma. In this country, the immediate effects were (1) a savage and nearly instantaneous economic recession, accompanied by record unemployment, and (2) the fastest, deepest…

MAY 1, 2020

THE KEY TO HAPPIER AND MORE PRODUCTIVE LIFE

BY KEITH THOMSON

“If everything is amplified, we hear nothing.”  —Jon Stewart

At the risk of straying into “life coach” territory I would like to share with you how I became happier and more productive during Covid-19. It all started this past March with our family’s trip to Kenya. I had minimal access to T.V., radio, print media, and the internet given that we were on safari in the middle…

APR 2, 2020

THE BILL COMES DUE

BY KEITH THOMSON

“Don’t do anything is the best advice for most people most of the time, but it’s not intellectually stimulating enough for many people to take seriously. Most fields have a positive correlation between effort and results. Investing is one of the few where the correlation is negative, especially for amateurs. The higher your IQ is, the harder it is to accept this.” —Morgan Housel…

MAR 1, 2020

CONTEXT IS EVERYTHING

BY KEITH THOMSON

“Wisdom is intelligence in context.“ —Raheem Faroog

It seems like a lifetime ago (COVID time?) when on March 13th I last sent out this newsletter. Back then my family and I were on March Break having breakfast with the local wildlife at Giraffe Manor. Although the “shut in” world we are now experiencing has changed, one thing should not … thoughtful context. Whether it…

FEB 1, 2020

I DON’T WANT TO INVEST MY MONEY NOW BECAUSE

BY KEITH THOMSON

“The only thing new in the world is the history you do not know.” —Harry S. Truman

Every year Stonegate updates the article/graphic “I Don’t want To Invest My Money Now Because …”. Here’s the thing, there will always be a reason not to invest! I have seen too many families handicap their financial future by trying to time their entry into the market….

JAN 1, 2020

IT WAS THE BEST OF TIMES, IT WAS THE WORST OF TIMES

BY KEITH THOMSON

“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was the winter of despair, we had everything before us,…

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Keith

Thomson

    CIM®, MFA-P™

15 York Street, Second Floor,
Toronto, ON M5J 0A3

Phone: (416) 681-7152
Email: kthomson@cipw.com