Making sense of the markets this week: February 27
The invasion of Ukraine dominates the headlines, the other side of the pandemic, and RBC reports covered.
Making sense of the markets
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...
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...
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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.
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...
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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....