First Republic Bank : Murphy’s Law in Action – Effectively Insolvent

13

Feb

2026

Vitarka

ANTYA’s views on investing markets, economy, and more

Latest Insights

Increasing Allocation to S&P/TSX 60 – Property Indices Have Peaked
11Aug

Increasing Allocation to S&P/TSX 60 – Property Indices Have Peaked

Follow Antya Investments ANTYA’s benchmark allocation to Canadian equities is 20%. Given global economic and…

The European Union – Where To From Here?
15Jul

The European Union – Where To From Here?

Follow Antya Investments Geo-political risks are elevated across the globe. We are increasing our allocation…

United Kingdom Exits the European Union – Black Swan or Just Another Day
24Jun

United Kingdom Exits the European Union – Black Swan or Just Another Day

Follow Antya Investments The world keeps on stumbling from one crisis to another. United Kingdom’s…

TSX 60 Total Return Index – Humbling the Soothsayers
04May

TSX 60 Total Return Index – Humbling the Soothsayers

Follow Antya Investments Although advice given by stock market experts on TV is well-meaning and…

$1 Million of 2000 = $7.2 Million of 2016 – Shocking But True !
21Apr

$1 Million of 2000 = $7.2 Million of 2016 – Shocking But True !

Follow Antya Investments Lost in the incessant din of real estate appreciation and slower economic…

Valeant’s Acquisition Fable: Exciting Good Corporate Governance: Priceless
01Apr

Valeant’s Acquisition Fable: Exciting Good Corporate Governance: Priceless

Follow Antya Investments If corporate governance is shoddy, the closest exit is the safest exit.…

Canada: Budget 2016 – Righting a Listing Vessel
23Mar

Canada: Budget 2016 – Righting a Listing Vessel

Follow Antya Investments Budget 2016 highlighted very clearly that real income of 90% of Canadians…

The Immovable Federal Reserve – From Goldilocks to Shackles
17Mar

The Immovable Federal Reserve – From Goldilocks to Shackles

Follow Antya Investments “The Committee expects that economic conditions will evolve in a manner that…

Large Cap Equity Managers – The Struggles Continue
14Mar

Large Cap Equity Managers – The Struggles Continue

Follow Antya Investments In 2015, amid plunging oil prices and a strengthening U.S. dollar, the…

OSC Reviews Active Management Strategies
07Mar

OSC Reviews Active Management Strategies

Follow Antya Investments While active equity or bond management doesn’t stand discredited, enough academic and…

A Lost Decade For Canadian Equities – Lower Costs Offer Panacea
01Mar

A Lost Decade For Canadian Equities – Lower Costs Offer Panacea

Follow Antya Investments In my view, Canadians will be better served via more competition and…

Asset Allocation Holds Fort
02Feb

Asset Allocation Holds Fort

Follow Antya Investments In our first issue, we discuss the contribution of asset allocation to…

1 6 7 8