MATCO MARKET INSIGHTS -  TRUMP VS. BIDEN: WHAT MATTERS TO INVESTORS

MATCO MARKET INSIGHTS - TRUMP VS. BIDEN: WHAT MATTERS TO INVESTORS

OCTOBER 2 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
In my last blog I showed that Mr. Trump is not the stock market president, in that the U.S. stock market has had better returns under various presidents during their term and that since 1948, the U.S. stock market has done better under a Democratic president than a Republican.
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MATCO MARKET INSIGHTS – IS MR. TRUMP THE STOCK MARKET PRESIDENT?

MATCO MARKET INSIGHTS – IS MR. TRUMP THE STOCK MARKET PRESIDENT?

SEPTEMBER 10 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
President Trump has often bragged about how well the stock market has performed since he was elected. With the U.S. stock market recovering all its losses since its March lows and recently hitting a new all-time high, it’s time to do some fact checking
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MATCO MARKET INSIGHTS – PANDEMIC INSURANCE FOR YOUR PORTFOLIO

MATCO MARKET INSIGHTS – PANDEMIC INSURANCE FOR YOUR PORTFOLIO

AUGUST 28 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Recently there have been media reports of a few companies that had purchased pandemic insurance. Two notable examples are the Wimbledon Championship Tennis Tournament and the Shaw Festival in Niagara-on-the-Lake.
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MATCO MARKET INSIGHTS – COVID-19 AND CORRUPTION

MATCO MARKET INSIGHTS – COVID-19 AND CORRUPTION

AUGUST 5 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
The International Monetary Fund (IMF) recently posted a blog about corruption and COVID-19.
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MATCO MARKET INSIGHTS - COMFORTABLY NUMB

MATCO MARKET INSIGHTS - COMFORTABLY NUMB

JULY 10 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Pink Floyd’s classic song ‘Comfortably Numb’ sums up the current state of global markets and the economy. Central bankers (‘the doctors’) have successfully revived the global economy (‘the patient’) from the COVID crisis through massive injections of liquidity
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MATCO MARKET INSIGHTS – STRANGER THINGS: WELCOME TO THE UPSIDE DOWN

MATCO MARKET INSIGHTS – STRANGER THINGS: WELCOME TO THE UPSIDE DOWN

MAY 15 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Like the Netflix hit series ‘Stranger Things’, the global COVID crisis has turned the lives of billions of people upside down for the last three months.
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MATCO MARKET INSIGHTS – A LIGHT AT THE END OF THE TUNNEL

MATCO MARKET INSIGHTS – A LIGHT AT THE END OF THE TUNNEL

MAY 4 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Since March 22nd, global stock markets have had a powerful rally with Canadian and U.S. stock markets, up 36% and 34%, respectively as of April 29th.
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MATCO MARKET INSIGHTS – ECONOMIC VIRUS: WHATEVER IT TAKES

MATCO MARKET INSIGHTS – ECONOMIC VIRUS: WHATEVER IT TAKES

APRIL 3 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Given the stalling of the global economy in order to stop the spread of COVID-19, central banks and governments are forced into a corner to do “whatever it takes” to dampen the impact of a recession.
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MATCO MARKET INSIGHTS – OIL PRICE DECLINE AND CORONAVIRUS

MATCO MARKET INSIGHTS – OIL PRICE DECLINE AND CORONAVIRUS

MARCH 9 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
On the weekend, Saudi Arabia cut its official crude selling prices for April, effectively launching an oil price war against Russia. The price cut was a result of Russia and Saudi Arabia failing to agree on terms surrounding further production restrictions that were slated to begin April 1st.
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MATCO MARKET INSIGHTS  – DEFENSE IS THE BEST OFFENSE

MATCO MARKET INSIGHTS  – DEFENSE IS THE BEST OFFENSE

MARCH 2 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
Since February 21st, investors have been gripped by the fear of the Coronavirus spreading globally and causing the next recession. Unfortunately, given the digital age we live in, fear, bad news and fake news all spread faster than good news.
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MATCO MARKET INSIGHTS – CORONAVIRUS CONTAGION FEARS DRIVE GLOBAL STOCK MARKETS SELLOFF

MATCO MARKET INSIGHTS – CORONAVIRUS CONTAGION FEARS DRIVE GLOBAL STOCK MARKETS SELLOFF

FEBRUARY 24 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
News that the Coronavirus (Covid-19) is spreading outside of China, has caused investors to hit the panic sell button. With Covid-19 not yet contained, the economic damage continues to spread from China and across multi-national companies in the airline, hotel, cruise, casino, entertainment and logistics sectors.
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MATCO MARKET INSIGHTS – MATCO SMALL CAP FUND UPDATE

MATCO MARKET INSIGHTS – MATCO SMALL CAP FUND UPDATE

FEBRUARY 20 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
This morning one of the Fund’s top ten holdings (with a 3.7% portfolio weight) – Northview Apartment REIT announced a takeover proposal at a 12% premium to yesterday’s closing price. The all cash deal is expected to close in the third quarter.
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MATCO MARKET INSIGHTS – TESLA TO INFINITY AND BEYOND

MATCO MARKET INSIGHTS – TESLA TO INFINITY AND BEYOND

FEBRUARY 7 / ANIL TAHILIANI, MBA, CFA Vice President, Portfolio Manager
As of Feb. 4th, Tesla’s stock year to date has gained 112% in less than 24 trading days. Is this parabolic move based on fundamentals or just irrational exuberance? We looked under the hood to check out the facts.
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