Stephen Harvey: MicroStrategy: Animal Spirits
Sunday, January 12, 2025
Happy new year to all of you. I hope you all managed to get some quality time with family and friends over the break. As we enter 2025, most investment firms are in the process or have already published their outlook pieces for the coming year. As I was penning our piece, I started to think about equity market valuations and whether there are pockets of extreme valuations and where animal spirits are present.
Stephen Harvey: Tariffs. Anyone? Anyone?
Sunday, December 8, 2024
Happy Sunday everyone. This will be the last Sunday Reads of 2024, and I wanted to wish you all a very enjoyable and hopefully relaxing end to the year. I’ve enjoyed writing these pieces this year and more importantly feel very privileged to have had some excellent guest writers. Expect to see more like this in 2025!
Nicholas Bell: Glenbow
Sunday, November 24, 2024
We are honoured to present a very special edition of Sunday Reads. Our guest author is Nicholas Bell, President & CEO of Glenbow, one of Canada’s leading art museums. Originally from Vancouver, B.C., Nicholas joined Glenbow in 2019 to lead the transformation of its iconic 1970s building in downtown Calgary. Through the Glenbow Reimagined project, the eight-story, 312,000-square-foot structure is being reimagined into an accessible and vibrant community hub.
Stephen Harvey: Shake It Off
Sunday, November 10, 2024
Happy Sunday everyone. The last week and the coming week have been seismic in terms of political events but also in the world of Toronto sports and entertainment. This piece isn’t about the U.S. Presidential election, mainly because I wrote this piece a few days before the event. I hope by the time everyone is reading this we have a clear winner and our friends to the south can move forward and Shake It Off.
Stephen Harvey: The Power
Sunday, October 27, 2024
Good morning! In 1990, Snap! a German dance act released what would become a global dance anthem with “The Power”. The song reached number one all over the world. One of the lines in the chorus, “It’s getting, it’s getting, it’s getting kind of hectic” could just have well been about describing the grab of unique power supplies from Big Tech this year, with many of these firms announcing, “I’ve got the power”.
Stephen Harvey: Ergodicity
Sunday, September 29, 2024
Happy Sunday everyone. Today’s piece addresses the risk appetite of investors through their life and how it evolves. Risk appetite can really be thought of in two segments: willingness to take risk and ability to take risk. Over time, your willingness to take risk probably decreases while your ability to take risk could well increase.
Stephen Harvey: Nvious?
Sunday, September 15, 2024
Good morning! I hope everyone enjoyed the summer. I certainly enjoyed some time with family and getting ready for what the final third of the year will bring. It’s unlikely that we will have a smooth finish to the year with all eyes on the Federal Reserve and the U.S. Presidential Elections.
David Beddis: How I got here
Sunday, September 1, 2024
Happy Sunday morning all. With Harv continuing to provide great market insight – I thought we would shift gears a little this week. Just over two years ago my family and I made the decision that I would join the team at Grayhawk. In my 20 years experience in the finance world, I have had the opportunity to touch much of the value chain with respect to the investment process, from dollar earned to dollar invested. The uniqueness of Grayhawk’s independent open architecture investment model combined with a focus on creating deep relationships with client families stood out in the Canadian landscape. This is how I got here…
Crysalia Guest Writer
Sunday, August 4, 2024
All parents strive to raise independent, motivated, and responsible children. In enterprising families, the complexities of intersecting family, business, ownership and wealth make this goal even more challenging. How can families prepare a new generation of empowered and responsible owners? How can they equip them to attain personal fulfilment, growth and independence?
Stephen Harvey: Goldeneye
Sunday, July 21, 2024
One of my favourite James Bond movies was Pierce Brosnan’s first, Goldeneye (which also produced one of the greatest video games of my childhood). During a time of heightened political volatility, is it time to have an eye on protection such as gold? Should we all have a Goldeneye right now?