Making sense of the markets this week: February 19, 2023
Pipelines transport dividends without any leaks, Shopify’s earnings are a half-full glass, tech stocks are on the move, and...
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Making sense of the markets this week: February 12, 2023
Big Canadian telco reports, reinstated Disney dividend, the misleading math of regaining losses and active management at CPPIB.
Making sense of the markets this week: February 5, 2023
Takeaways from the earning reports of Big Tech and Canadian infrastructure, what to make of the ”disinflationary process” and...
Making sense of the markets this week: January 29, 2023
CNR and big tech earnings, how to solve Canada’s productivity issues, and are we really done with interest rate...
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Making sense of the markets this week: January 22, 2023
Inflation comes down—gold goes up, banks earn money no matter the direction, and Netflix retains the streaming heavyweight title.
Making sense of the markets this week: January 15, 2023
Retail inventory glut continues, the eye-opening data on future U.S. versus Canadian debt, why our oil isn’t worth as...
Making sense of the markets this week: January 8, 2023
As historically bad a year as it was, 2022 comes to a close, and should you wait for the...
Making sense of the markets this week: January 1, 2023
An investor’s look into the crystal ball shows inflation, war and a recession for 2023. But, other than that,...
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Making sense of the markets this week: December 25, 2022
Sector returns for the year and a look back at some key posts in 2022; plus, an inflation reading...