Blog: Cutting Through the Noise
Globe and Mail Articles
If these Investment Vehicles were Ice Cream, I'd Take Vanilla
Excerpt from Tom Bradley's blog on December 18, 2006
The Globe and Mail, Report on Business Published December 15, 2006 I've been in the investment business since 1983 and I find that with each passing year simplicity becomes more and more appealing. And I don't think I'm alone; it's ...Read More
Don't be Afraid of Market Risk; It Can Lead to a Better Retirement
Excerpt from Tom Bradley's blog on December 1, 2006
The Globe and Mail, Report on Business Published December 1, 2006 I was talking to a friend last weekend about our new mutual fund company. After I took him through the fund lineup, he asked me what our hedging strategy ...Read More
Income Trusts: It's all About the Fundamentals
Excerpt from Tom Bradley's blog on November 17, 2006
The Globe and Mail, Report on Business Published November 17, 2006 "It's like a spotlight in the darkness... it focuses on what's moving and everything else is blotted in the darkness." Those words came from Eric Sevareid in a PBS ...Read More
Best Foreign Money Managers may be Right Here
Excerpt from Tom Bradley's blog on November 6, 2006
The Globe and Mail, Report on Business Published November 3, 2006 Until recently, I'd never heard of Alex Becks. I thought it was because I lived on the left coast and wasn't plugged in enough to the Toronto investment network, ...Read More
A Good Money Manager is Brave Enough to Say "I don't know"
Excerpt from Tom Bradley's blog on October 21, 2006
The Globe and Mail, Report on Business Published October 21st, 2006 There are plenty of sports analogies that are appropriate to investing, but I find golf provides the most fertile ground. With both golf and investing, it takes only a ...Read More
Diversify or Prepare to Suffer the Fallout
Excerpt from Tom Bradley's blog on October 9, 2006
The Globe and Mail, Report on Business Published October 6, 2006 This column represents an anniversary of sorts. It's the tenth column of my burgeoning writing career with the Report on Business. Of the previous nine, the best reaction I've ...Read More
The Agony and Ecstasy of the Absolute-return Manager
Excerpt from Tom Bradley's blog on September 22, 2006
The Globe and Mail, Report on Business Published September 22nd, 2006 Because I'm starting a new mutual fund company, I've had the opportunity to sit down and talk to a lot of money managers over the last few months. I've ...Read More
Investment Industry's Perverse World: Pray for Bad News
Excerpt from Tom Bradley's blog on September 5, 2006
The Globe and Mail, Report on Business, Guest Column Published September 2nd, 2006 If I had to choose one word to describe the investment industry, I'd pick ‘perverse’. It is like no other industry I know. That word came to ...Read More
Principal-protected Notes Give Investors Worst of Both Worlds
Excerpt from Tom Bradley's blog on August 3, 2006
The Globe and Mail, Report on Business, Guest Column Published August 1st, 2006 As I contemplate starting a new investment company, I've had to assess what form it will take. Specifically, I've been trying to decide whether the good ol' ...Read More
The Wise CEO Rides the Cycle
Excerpt from Tom Bradley's blog on July 27, 2006
The Globe and Mail, Report on Business, Guest Column July 21 2006 There are big decisions being made in the resource sector these days, as there are in the housing market, and at their core, the decisions are very similar. ...Read More
Are We Near Top of Market Cycle? Ask a Porsche Dealer.
Excerpt from Tom Bradley's blog on July 27, 2006
The Globe and Mail, Report on Business, Guest Column July 12 2006 In April, 2003, when everyone was felling pretty beaten up after three years of falling stock markets, I wrote an article in the Phillips, Hager & North Quarterly ...Read More
Three Keys to Investment Success
Excerpt from Tom Bradley's blog on June 28, 2006
The Globe and Mail, Report on Business, Guest Column April 12 2006 A while back, Ira Gluskin recommended the new Barton Biggs book, Hedgehogging , in his column. I've enjoyed reading Mr. Biggs since his days at Morgan Stanley and ...Read More
