Paul's Market Insights

Paul's Market Insights is our bi-weekly communique to provide clients with current insights on financial markets.

The Value in Value Investing

Written by Paul Siluch
December 19^th, 2025

This week’s letter is a little different

The world is fully in love with AI and the hyper-growth of chips and data centres that have gone with it.

TIME Magazine even selected AI as its ‘person’ of the year for 2025.

Instead, I decided to interview an investment manager at the other end of this spectrum: the value end.

Read

Reset

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.

Securities-related products and services are offered through Raymond James Ltd.

Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.

Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund.

Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal

Paul's Market Insights

Subscribe to Paul's Market Insights

Contact Us

Market In Review Archives

The Value in Value Investing

Always here for you