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Waterloo Capital Commentary and Outlooks

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Global markets continued climbing higher as we saw another good quarter in Q2. Re-openings and vaccine rollouts continued to fuel growth and positive sentiment for both the economy and the markets. Leading indicators hit multi-year highs across many countries and strong GDP growth projections helped consumer confidence reach levels not seen since before the pandemic. . The optimistic outlook led to positive results for risk-on assets as shown...


Global equity markets carried over positive momentum from Q4 into the new year, as investors continued to buy into the vaccination and reopening narrative. By the end of the quarter, over 17 million COVID vaccines were being administered per day. The rapid rollout increased optimism that the world would be returning to normal in the back half of 2021, which in turn boosted optimism for risk assets. Additional support for equities came from...

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The roaring '20s are back. The global response to COVID from governments and central banks hit the reset button for the global economy, and we are reentering the expansionary phase of the business cycle. This year we are seeing shifts in the market that we have not seen in over a decade. Our 2021 outlook will help you find where to capitalize on investment opportunities, what risks you should look to avoid, and how your portfolio should be...


Waterloo Capital is thrilled to announce Evette Mock-Hernandez has joined the team as Senior Relationship Manager. Evette’s experience as a trusted relationship manager will enhance the Waterloo client experience. With her specialty in developing personalized financial plans, Evette will guide clients through their financial journey. She looks forward to providing a high level of service and commitment toward the financial success of clients...


It’s Been a Grizzly Month... On March 12th we entered the first bear market since the Great Recession. All major stock indexes have fallen more than 25% or more from their peaks in February. Read More

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A groundbreaking article from The Journal of Portfolio Management1 informs us that the stock market is a complex system, or a system that lies somewhere between the domains of pure order and total randomness. Ordered systems are simple and predictable, and random systems are inherently unpredictable.


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What started as a small outbreak of a flu-like virus in China has rapidly spread infections, fear, and uncertainty throughout the globe. Although we have not officially reached “pandemic” levels, according to the Centers for Disease Control and the World Health Organization, the virus appears to be systematically making its way westward out of China. Immediate responses from governments, businesses, and individuals have led to border...

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2020 will be defined by the three C's: Consumer, Credit, and China. The return to a prolonged period of easy money policies and idling central banks lowers the risk for a policy driven recession this year. The global economy back has moved back into a Goldilocks regime where growth is just hot enough to keep us on track and avoid central bank intervention. This environment improves our outlook for cyclical and risk-on assets as consumer...

Planning Works | Waterloo Capital Wealth Strategy Group

A common adage in economics is “there is no such thing as a free lunch”. Although generally true, exceptions do exist. One such exception relates to a Social Security loophole that the Bipartisan Budget Act of 2015 closed for those born January 2, 1954, or later¹. This loophole remains open for those born January 1, 1954, or earlier. Since this applies to a declining subset of the population, this loophole is receiving progressively less...