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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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  • 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...

  • Modern monetary theory madness
    Mar 18, 2019 8:00 am

    Modern monetary theory madness

    The recent news has been flooded with commentary on Modern Monetary Theory (MMT). This tends to be a more leftist leaning theory that supports big government spending and large deficits that get monetised by a central bank.

    Basically,...

  • Warren’s wise words in latest letter
    Mar 4, 2019 8:00 am

    Warren’s wise words in latest letter

    “Abraham Lincoln once posed the question: “If you call a dog’s tail a leg, how many legs does it have?” and then answered his own query: “Four, because calling a tail a leg doesn’t make it one.” Abe would have felt lonely on Wall...

  • Taxes, fiscal balancing and my apology
    Feb 4, 2019 8:00 am

    Taxes, fiscal balancing and my apology

    Back in 2012 I began writing articles on Bermuda’s escalating deficit which was ramping up at an alarming rate. At the time it was not front-page news or rarely discussed extensively. Bermuda’s fiscal situation now features prominently, and I am...

  • Twelve surprises for 2019
    Jan 14, 2019 8:00 am

    Twelve surprises for 2019

    “I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children.” — Warren Buffett

    “The...

  • Time to revisit the ‘12 surprises for 2018’
    Jan 7, 2019 8:00 am

    Time to revisit the ‘12 surprises for 2018’

    “The bottom line remains: forecasts and predictions are exercises in marketing. Outrageous and wrong forecasts are typically forgotten, and when one randomly happens to come true, the guru is lauded as the next Nostradamus.”

    –...

  • ‘Twas the market before Christmas
    Dec 24, 2018 8:00 am

    ‘Twas the market before Christmas

    ‘Twas the market before Christmas, when all through the day

    Money was flowing in every which way.

    Stocks were falling with much fanfare,

    In hopes that the Fed would soon care.

    Trump nested down in his White...

  • Macro concerns on rates and deals
    Dec 10, 2018 8:00 am

    Macro concerns on rates and deals

    Market volatility has increased markedly over the past two months. There are several macro concerns fostering consternation and a concern among investors. Here are a couple to consider with some narrative:

    Powell Powers...

  • Bermuda’s productivity paradox
    Oct 25, 2018 8:00 am

    Bermuda’s productivity paradox

    As we have written in previous reports, what fundamentally drives economic growth over the long term is the change in a country’s workforce and its change in productivity. This is the simple equation:

    Real Potential GDP Growth = Workforce...

  • Five lessons from the Great Financial Crisis
    Sep 17, 2018 8:00 am

    Five lessons from the Great Financial Crisis

    It may be hard to fathom and remember but ten years ago, the world was falling apart. Stock markets were beginning a dramatic free-fall, people were afraid banks would close and the entire financial system was being questioned. Now after a decade...

  • Generational shift is starting to show
    Jul 23, 2018 8:00 am

    Generational shift is starting to show

    Populism is reverberating throughout the world. It manifests via polarised political outcomes; trade skirmishes or immigration backlash and it affects nearly all regions. In fact, demographically we are likely entering a period of heightened...

  • Mutterings on China
    Jun 5, 2018 8:00 am

    Mutterings on China

    I just got back from a recent jaunt in China. It was my first time to “mainland” China and what follows are some of my thoughts brought about from my experiences there. It is worth noting that this was only a two-week trip through a small part of...

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