QUBE COMMENTARY

The Qube Semi-Annual Commentaries are published January and July. They contain insights on the current financial environment, our investing philosophy, and the companies that pique our interest.

 

Get notified when the next Commentary is released!

Qube Commentary (Q2)

20 July 2022

The Missing Bubble

Often, we find ourselves in conversations (some lasting nearly two decades) about this housing bubble in Canada. But if we all believe there is a bubble, and that it will inevitably pop, then why do people keep buying into real estate? Surely our belief in this bubble creates a self-fulfilling prophecy. By trying to exit before the crash, we become the crash, like lemmings to a cliff.

Qube Commentary (Q4)

9 January 2022

Abracadabra

If rolling dice is gambling, can we argue that using relative ratios (like P/E) to determine our investment decisions is the same? Let us usher in 2022 with the goal of proving that there is more to investing than luck and hocus-pocus. It is truly a craft, masoned by a small group of professionals- including us at Qube.

Qube Commentary (Q2)

4 July 2021

Inflation? Or Economics In Action​

Soaring prices have been appearing in countless headlines over the past few months. More and more, it seems inflation is looming like a dark cloud when we reach for our wallets.

Are we experiencing a return to high inflation, or simply the forces of supply and demand economics in action?

Qube Commentary (Q4)

11 January 2021

Time to Celebrate Uncertainty Again?

2020 is now behind us. It is fair to assume that you are eagerly anticipating less complicated times with less uncertainty. Permit us to challenge you to reconsider.

Qube Commentary (Q2)

10 July 2020

Matter of Perspective

It would be a gross understatement to state that the past six months have been “crazy”. Thinking on this has caused us to ask ourselves, “Are we condemned to repeat the past?”

Qube Commentary (Q4)

18 January 2020

Elections and Markets

As the election season heats up, investors should think twice about making changes to their portfolios purely in response to polling results.

Qube Commentary (Q2)

4 July 2019

QUBE Hunts for Treasure

I left him a voicemail telling him that, despite what they said in court, I thought he was a hero and wanted to make him the lead story in our next research commentary.

Qube Quarterly (Q4)

28 February 2019

KALEO Manifesto 2019

Perhaps it’s always been thus, but as 2018 came to a close, it was hard to shake the feeling that the world today is in a precarious spot.

QUBE COMMENTARY

The Qube Semi-Annual Commentaries are published January and July. They contain insights on the current financial environment, our investing philosophy, and the companies that pique our interest.

 

Get notified when the next Commentary is released!

Qube Commentary (Q2)

20 July 2022

The Missing Bubble

Often, we find ourselves in conversations (some lasting nearly two decades) about this housing bubble in Canada. But if we all believe there is a bubble, and that it will inevitably pop, then why do people keep buying into real estate? Surely our belief in this bubble creates a self-fulfilling prophecy. By trying to exit before the crash, we become the crash, like lemmings to a cliff.

Qube Commentary (Q4)

9 January 2022

Abracadabra

 If rolling dice is gambling, can we argue that using relative ratios (like P/E) to determine our investment decisions is the same? Let us usher in 2022 with the goal of proving that there is more to investing than luck and hocus-pocus. It is truly a craft, masoned by a small group of professionals- including us at Qube.

Qube Commentary (Q2)

4 July 2021

Inflation? Or Economics In Action​

Soaring prices have been appearing in countless headlines over the past few months. More and more, it seems inflation is looming like a dark cloud when we reach for our wallets.

Are we experiencing a return to high inflation, or simply the forces of supply and demand economics in action?

Qube Commentary (Q4)

11 January 2021

Time to Celebrate Uncertainty Again?

2020 is now behind us. It is fair to assume that you are eagerly anticipating less complicated times with less uncertainty. Permit us to challenge you to reconsider.

Qube Commentary (Q2)

10 July 2020

Matter of Perspective

It would be a gross understatement to state that the past six months have been “crazy”. Thinking on this has caused us to ask ourselves, “Are we condemned to repeat the past?”

Qube Commentary (Q4)

18 January 2020

Elections and Markets

As the election season heats up, investors should think twice about making changes to their portfolios purely in response to polling results.

Qube Commentary (Q2)

4 July 2019

QUBE Hunts for Treasure

I left him a voicemail telling him that, despite what they said in court, I thought he was a hero and wanted to make him the lead story in our next research commentary.

Qube Quarterly (Q4)

28 February 2019

KALEO Manifesto 2019

Perhaps it’s always been thus, but as 2018 came to a close, it was hard to shake the feeling that the world today is in a precarious spot.