ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION
February 3, 2026 | Can Trump Save the UN?
In a recent interview, Donald Trump claimed he could “very easily solve” the United Nations’ financial problems by requiring member states to pay their dues, much as he pressured NATO allies to increase defense contributions during his first term. Trump would not be able to do this with funds, as that is not the true […]
February 3, 2026 | Home Prices are Round-Tripping
Home price deflation is underway in many high-population centers in Canada and America, see Housing Market Is Shifting Back Toward an Advantage for Buyers on the front page of yesterday’s Wall Street Journal: “The proliferation of discounts and incentives offers the latest evidence that the housing market is tilting back in the buyer’s favour.” The US housing […]
February 2, 2026 | United Nations Facing “Imminent Financial Collapse”
United Nations Secretary-General Antonio Guterres has warned that the organization could face “imminent financial collapse” unless member states pay their dues in full and on time or unless the underlying financial structure is fundamentally reformed. “The crisis is deepening, threatening programme delivery and risking financial collapse. And the situation will deteriorate further in the near […]
February 2, 2026 | Liquidity or Price
Happy Monday Morning! As expected the Bank of Canada remained on the sidelines this past week, opting to keep interest rates on hold, and will continue to do so, barring a significant shift in the economy. Inflation pressures don’t appear to be a concern for the BoC, despite overall price levels suffocating the life out […]
February 2, 2026 | Data Center Demand Doesn’t Add Up
Mind the hype, always… Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become a hot play as investors take a “picks and shovels” approach. But one long-time utilities […]
February 1, 2026 | IRAN into 2027
QUESTION: Do you still see the risk of a Middle East War by 2027? HF ANSWER: Unfortunately, yes. I will do a Report on the Middle East for 2026. The Paradox of a Regime That Can’t Afford Peace Let me start with the question everyone’s asking wrong: “Will Iran start another war with Israel?” Wrong […]
February 1, 2026 | The Real Affordability Problem
Everything is relative. That’s one reason the economy is so hard to understand. In a very real sense, we all live in our own individual economies. Take the current buzzword, “affordability.” We all want it… but what does the word even mean? Affordability is the intersection of “need” and “want.” Everyone has a certain […]
February 1, 2026 | Microsoft’s Plunge Pricks AI Bubble
Pity the J-school rookies who are paid to explain why the stock market did what it did on a given day. On Thursday, Microsoft shares lost nearly a half-a-trillion dollars of value. But why? Bloomberg’s Evening Briefing called it a ‘rap on the knuckles’ for the company’s huge spending on AI projects that seem increasingly unlikely to […]