Making sense of the markets this week: January 14, 2024
What asset classes did best last year? Short sellers lose their shirts, Canadian housing market refuses to go down,...
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Making sense of the markets this week: January 7, 2024
Kyle’s predictions for 2024: TSX will thrash S&P 500, Biden will win (barely), inflation will fall, Canadian economic growth...
Making sense of the markets this week: December 24, 2023
Interest rates, stock market predictions, supply chain issues—what this column got right and wrong in 2023.
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Making sense of the markets this week: December 10, 2023
Interest rates stand pat, reports from small Canadian banks, the November stock market rocket, and Dave Ramsey drops pearls...
Making sense of the markets this week: December 3, 2023
Why Canada probably isn’t in a recession, mixed results for both Canadian banks and pipelines, the mixed results for...
Making sense of the markets this week: November 26, 2023
OpenAI fires CEO Sam Altman then re-hires him, Nvidia continues its extraordinary growth, stock market highs within sight, and...
Making sense of the markets this week: November 19, 2023
Target’s up, Walmart’s down, stocks rise as inflation falls, and insurance companies thrive as grocers stumble. Also, how’s that...
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Making sense of the markets this week: November 12, 2023
Disney’s winning, climate change and fossil fuel profits are tough to ignore, Buffett & Munger’s gift from God, and—boring—Canadian...