Michael Graham Investment Services
2020-23 Articles
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The investor challenge created by the pandemic, a contested American election, and looming inflation are all addressed from Michael's uniquely Canadian perspective.
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Jan: New Normal, Geopolitics, Investment
Feb: A "Non-consensus" Canada's Time and Turn
- Canadian 6-Pak Rebalancing and Related
Mar: Blindsided
- And Now the Three Pans
Jun: Silver Innings / New Beginnings
Jul: Coronavirus Reflections
- Corona's Letter to Humanity
- Canadian Equity & Dividend 6-Paks,
Rebalanced
Sept: Pictures at a 2020 Exhibition
Oct: Counting Down to a Grand Finale
Nov: "Hanging Breathless on America"
Jan: As Goes January...
Feb: February and Gathering Recovery
Spring: A Pandemic Transformation (pictorial)
Apr: From 6-Pk to 12-Pak
Apr: A Landmark 2021 Federal Budget
(published as an Action Alert)
May: Berkshire Hathaway circa 2021
Changing, Ageless, Infinitely valuable
Jun: Berkshire Hathaway Circa 2021
Summarizing & Adding Up the Parts
Jun: Partnership and Trust
(guest-written for the Knowledge Bureau)
Summer: Stock Market Conundrum
Delta Variant, Unshackled Interest Rates,
escaping inflation?
Sept. 2021 Storm Season Circa 2021
Protracted and Extraordinary
Nov. 2021 Canada in international 2021-22
Perspective (pictorial)
Oct. 2021 The Beat Goes On
It never Stops
Oct. 2021 Canada's Unwanted Election
Jan. 2022 MGIS 2021 Report Card
Feb. 2022 The Pandemic and the Tiger
With their tightening yet widening
consequences
April 2022 Epic Blindside Opportunities
For Canada and Canadian Investors
June 2022 A Canadian-Focused Course
Supply chain disruption, depletion and
shortages
June 2022 Shook-up Elvis Update
In markets in which to review and
record
July 2022 2022 At the Halfway Mark
July 2022 Canada at 150+5
Opportunity as never before
Aug. 2022 Rebalance and Stay Invested
Sept. 2022 Storm Season Extraordinary
Oct. 2022 More Roil Less REcession...
Nov. 2022 Roil Market Drivers
Dec. 2022 MGIS Approach to 2023
Jan. 2023 Canada's Time, Canada's Turn
Mar. 2023 March Article in Pictures
Mar. 2023 Stop the Press Updates
April 2023 Stop the World