Making sense of the markets this week: March 12, 2023
Markets nervous over central banks, Campbell Soup and Dick’s are relative havens, the Loonie weakens, and will stocks keep...
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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...
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...
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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...
Does TINA still apply for the stock market? Are GICs and bonds a new option for Canadian investors?
Here’s why it’s still true that there’s no alternative (TINA) to investing in the stock market if you want...
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Making sense of the markets this week: July 10
The worst start for markets since 1962, rate-hike fears, the pending real estate collapse and bank brokerages hide high-interest...