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
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.
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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,...
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...
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Making sense of the markets this week: December 18, 2022
The Fed follows Canada’s 50-bps rate hike, Musk and BMO are sellers and one way to position a portfolio...