Making sense of the markets this week: February 20
Shopify gets crushed, “go and play stocks” may have room to run, boring years are rare for the S&P...
Markets
Making sense of the markets this week: February 13
Summary of the earnings season halftime report, and inflation is up and away. Plus, my take on building a...
Making sense of the markets this week: February 6
A look back at pandemic life over the past two years, portfolio Russian roulette, more earnings, and what’s to...
Making sense of the markets this week: January 30
Big tech delivers big earnings, the Fed chair trips over his tongue, and what happens after major intraday swings.
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Making sense of the markets this week: January 23
A look at U.S. earnings season. Rate hikes might begin next week in Canada. Emerging markets are left behind....
Making sense of the markets this week: January 16
It’s growth vs the Fed, global dividend growth that might be topped by Canadian dividends, plus a gusher of...
Making sense of the markets this week: January 9
Let’s kick off 2022 with a look at 2021 asset returns and the “January effect.” As January goes, often...
Making sense of the markets: 2021
I look back on 2021 to make sense of the markets with the stories that shaped an incredible year....
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Making sense of the markets this week: December 19
The Fed ushers in a new rate hike regime, and we might see green inflation on the way. Also,...