THE JOHNSON, JOHNSTON AND MACRAE INVESTMENT GROUP
Inflation revisited, value investing, companies as users of technology and how are credit conditions? This blog is a ~4 minute read.
Stocks that were propelled higher by rousing stories and huge growth expectations are now coming under pressure as investors place more emphasis on fundamentals. This blog is a ~2 minute read.
Does the recent growth in money supply (still) guarantee years of inflation? Traditional thought on this old theory may soon be tested. This blog is a ~2 minute read
We’re seeing some healthy activity in the markets recently beyond just the ‘growth’ to ‘value’ rotation that everyone was talking about last month. This blog is a ~2 minute read
The Canadian banks have faced a difficult year in 2020. That might prove to be good news for 2021. This blog is a ~5 minute read
In response to the COVID-19 crisis, the Bank of Canada has been buying Federal, Provincial and Corporate Debt. What happens when this support stops? This blog is a ~3 minute read