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Financial Ramblings

Nathan Kowalski
BUSINESS COLUMNIST
Profile

Nathan Kowalski is the chief financial officer and senior portfolio manager at Anchor Investment Management Ltd. He began his career with KPMG where he provided assurance, tax and financial advisory services for some of the largest corporations in Canada. He then worked for Deloitte and Touche Corporate Finance Inc where he provided expert advice in mergers and acquisitions and valuations. Nathan holds a Chartered Professional Accountant (CPA), Chartered Financial Analyst (CFA), and Chartered Investment Manager (CIM) designations and is a Fellow of CSI (FCSI). He is a former president of the Chartered Financial Analyst Society of Bermuda board and the former chairman of the Economic Impact Working Group for the Sage Commission. He currently serves as a board member for the Bermuda Chamber of Commerce, the Bermuda Deposit Insurance Committee Board, and the Bermuda Public Accountability Board.

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  • Coronavirus crisis
    Mar 9, 2020 8:00 am

    Coronavirus crisis

    “The real key to making money in stocks is not to get scared out of them.” — Peter Lynch

    When does this end? How bad can it get? The honest answer is nobody knows. Markets hate uncertainty so the drip...

  • Some things I know … I think
    Jan 27, 2020 8:00 am

    Some things I know … I think

    I have now been in my profession for nearly two decades. While not long compared to some, I have learnt several lessons and survived the great financial crisis. Here are a few things I think I might know:

    1, You will feel great being a...

  • How do geopolitical events impact returns?
    Jan 22, 2020 8:00 am

    How do geopolitical events impact returns?

    The new decade has started with geopolitical tensions. The US military strike on Quasam Soleimani heightened market anxiety and led to a brief dip in the markets. No one knows where this confrontation will ultimately lead, just like no one knew...

  • Review of 12 surprises for 2019
    Jan 6, 2020 8:00 am

    Review of 12 surprises for 2019

    “Believing in predictions allows people to overlook their own ignorance, discount the role of randomness and generally overestimate their own skills. If you think you (or someone you pay) can divine the future, you create the illusion of...

  • ’Twas the market before Christmas
    Dec 23, 2019 8:00 am

    ’Twas the market before Christmas

    ’Twas the market before Christmas and all through Wall Street,

    Investors were cheering as returns have been sweet!

    Brexit was avoided with great fanfare,

    But nothing is final, so take care and beware.

    Trump lies snuggled...

  • Volcker taught us ‘tough love’ is difficult
    Dec 16, 2019 8:00 am

    Volcker taught us ‘tough love’ is difficult

    A central bank legend passed away this month at the age of 92. Paul Volcker is well known and remembered as the Federal Reserve chairman who waged war on inflation. His “tough love” stance throughout the 1970s and 1980s broke the inflationary...

  • Market melt-up and pension investments
    Nov 21, 2019 8:00 am

    Market melt-up and pension investments

    Here are two short ramblings from discussions I have had recently on the market action and investing pension assets in Bermuda.

    Melt-up

    The S&P 500 is levitating nicely. To many I talk to there is some...

  • How GDP would look without big projects
    Oct 14, 2019 8:00 am

    How GDP would look without big projects

    Nathan Kowalski, Financial Ramblings from the Rock

    Bermuda first-quarter real gross domestic product, as officially reported, climbed 3.7 per cent to $1,339.5 million. The biggest contributor to the acceleration was gross capital formation...

  • Summer reading list with a finance slant
    Jul 8, 2019 8:00 am

    Summer reading list with a finance slant

    To say I enjoy reading would be an understatement. A large part of my day involves reading — research reports, industry trade articles, investing blogs and a smattering of geopolitical content.

    I also try to read anywhere from 24 to 30...

  • Competitive capitalism is the key
    Jul 1, 2019 8:00 am

    Competitive capitalism is the key

    Lately there has been much discussion and consternation over big business and corporate power. The United Sates has begun to ratchet up antitrust cases against big tech and various politicians hope to regulate big business in numerous forms.

  • Fake meat and cool coins
    Jun 24, 2019 8:00 am

    Fake meat and cool coins

    A couple musings and ramblings for today on some recent market subjects.

    Fake meat

    Is fake meat the newest bubble?

    Peridot Capital recently ran through a thought exercise in its excellent blog so we will run a...

  • Living wage: things to consider
    May 6, 2019 8:00 am

    Living wage: things to consider

    What follows is my opening commentary for the town hall meeting on Bermuda’s living/minimum wage at St George’s Cricket Club last week.

    The last few decades have been tough for labour. Shifting macroeconomic forces have...

  • Desperation in yield land
    Apr 1, 2019 8:00 am

    Desperation in yield land

    Developed market bond yields are melting. No matter where you turn yields are hitting low levels again and central banks continue to shift toward an even more dovish stance. If you are one who believes money and lending should have a “price” and...

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