Making sense of the markets this week: March 5, 2023
What the big banks are reporting, why Buffett’s letter is about a good year, America’s tepid consumers, and Russia’s...
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Making sense of the markets this week: February 26, 2023
Investors on groceries and electricity pricing, how millionaires allocate assets, retailers remain cautious, and Intel cuts dividends as AI...
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...
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.
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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...
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...
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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...