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Articles
February 27, 2026
Trade Policy Whiplash – Clarity Improves, Uncertainty Remains
Last week’s Supreme Court decision striking down the administration’s broad tariffs under the IEEPA sparked a modest market rally.
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Articles
February 20, 2026
The AI Boom Enters Its Next Phase
Over the past year, I’ve written about why large-cap technology companies would lead the next wave of innovation.
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Articles
February 13, 2026
Labour Trends Signal Patience from Central Banks
This week’s data reinforced a theme we have been discussing with many of you: labour markets are cooling, but not cracking, and central banks are therefore in no rush to move.
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Articles
February 6, 2026
Lessons from Silver’s Worst Day in 46 Years
Managing volatility is less about prediction and more about preparation.
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Articles
January 29, 2026
Central Banks Hit Pause - Now What?
This week, both the Bank of Canada (BoC) and the U.S. Federal Reserve chose to hold interest rates steady.
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Articles
January 23, 2026
Markets, Volatility, and the Return of the “TACO” Trade
This week has been a reminder that successful investing is less about reacting to political noise and more about maintaining discipline through periods of volatility.
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Articles
January 16, 2026
Why Markets Remain Resilient Despite Political Noise
A defining theme this year has been the growing alignment between fiscal and monetary policy alongside a clear shift in Washington’s priorities.
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Articles
January 9, 2026
From Venezuela to Wall Street: What’s at Risk in 2026?
If the early days of this year are any indication, the volatility that defined 2025 is not behind us.
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Articles
January 2, 2026
Your 2026 Financial Checklist: Key Items to Review
As we turn the calendar to 2026, there’s a natural pause when the pace slows and the year ahead comes into focus.
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Articles
December 18, 2025
What the 1980s Oilers Can Teach Us About Today’s Markets
For the last few years, equity markets have looked a lot like the Edmonton Oilers of the 1980s.
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Articles
December 11, 2025
Will Microsoft’s $19B AI Investment Put Canada on the Map?
Canada now ranks 14th worldwide in AI adoption, with usage extending to more than a third of the population.
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Articles
December 10, 2025
The End of an Era: Final Thoughts From CEO Warren Buffett
How do you want to be remembered?
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