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April 24, 2026 | A Turning Point for China’s Global Influence
Some analysts argue that there may be an unexpected beneficiary of the U.S.–Iran conflict — and it may not be the United States. A number of geopolitical observers suggest that China could emerge from the crisis with strengthened economic, diplomatic, and strategic influence. The U.S., meanwhile, may face new constraints, while other major players such […]
April 17, 2026 | The Hang Seng index is in a unique bear market
Remember the investors who saw what nobody else could see in 2007? There may be another moment like that unfolding right now — this time in Hong Kong. The Hang Seng Tech index is dirt cheap today and the companies leading it are doing well in their businesses even as they trade at extremely low […]
April 10, 2026 | The U.S. Faces an Enormous Challenge in Negotiations with Iran
Iran’s Peace Demands: A Long Road Ahead President Donald J. Trump announced that negotiations to end the war with Iran would be based on a 10-point proposal he described as “workable.” Within hours, Iranian state media outlet IRNA released Tehran’s own list of demands — and Trump erupted on Truth Social, calling the list “fake,” […]
April 3, 2026 | SpaceX Goes Public: Scale, Valuation and The Road Ahead
SpaceX’s confidential IPO filing has jolted markets in a way few listings ever do. The scale, timing, and ambition of the deal signal not just a major capital‑markets event, but a test of how far public investors are willing to stretch for a company that has already outgrown the private sphere. Even with sparse disclosures, […]
March 27, 2026 | Canada’s Pipeline Gamble Could Be a Big Win
Canada’s Pipeline Gamble May Be Paying Off When Canada bought the Trans Mountain pipeline from U.S. giant Kinder Morgan in 2018 for $4.5 billion, skeptics were plentiful. Kinder Morgan had walked away from a planned expansion, unwilling to absorb the financial risk. Ottawa stepped in — and the expansion ultimately cost $34 billion, far above […]
March 20, 2026 | Why Canada’s Housing Market Isn’t Done Correcting
Canada has entered a new demographic and economic phase—one defined not by the rapid population expansion of the post‑pandemic years, but by a sharp and deliberate cooling. Statistics Canada’s latest estimates show the country’s population fell by more than 100,000 people in 2025, the first annual decline since records began in the 1940s. The drop […]
March 13, 2026 | Trump Gambles on War with Iran
Trump’s Iran Gamble Could Trigger an Oil Shock 20 percent. That is the share of global oil supply that normally passes through the Strait of Hormuz, the narrow shipping channel between Iran and Oman. If Iran keeps that chokepoint blocked, the consequences for inflation, interest rates and the global economy could be severe. The recent […]
March 6, 2026 | Trump Holds a Weak Hand Heading into the Upcoming Summit
Trump Heads to Beijing With a Weak Hand When Donald Trump meets Xi Jinping in Beijing later this month, the setting will look like a diplomatic summit. But the real story is leverage—and right now China appears to have more of it. The three-day meeting comes as tensions rise over U.S. military action in Iran. […]
February 27, 2026 | Major Wars are Terrible For Some Investors
War, What Is It Good For? “War, what is it good for? Absolutely nothing.” This 1970 lyric from The Temptations captured the anger of the Vietnam era. But in financial markets, war is good for one thing: inflation. A February 2026 academic study examining 300 years of U.S. and U.K. data reaches a blunt conclusion: government bonds […]
February 20, 2026 | Chinese AI Companies Rock Silicon Valley
The United States is spending hundreds of billions to win the AI race. China is trying to win by spending far less. Nvidia’s high-performance chips and multi-billion-dollar data centers have become the foundation of America’s AI strategy. The largest U.S. technology companies are committing extraordinary capital — potentially as much as 500 billion dollars this […]
February 13, 2026 | The Gordie Howe International Bridge Makes Donald Trump Furious
The Gordie Howe International Bridge isn’t even open yet, and it’s already stirring up political drama from Windsor to Washington. This week, President Donald Trump lashed out on Truth Social, threatening to block the bridge’s opening — even though he personally supported the project during his first term and once called for its speedy completion. So why […]
February 6, 2026 | Tech’s Momentum Breaks — And the Market Scrambles for Alternatives
Technology investors are discovering that nuance cuts both ways. Markets are no longer reacting simply to whether a company is “in AI” or “not in AI”, they’re reacting to how AI reshapes business models. And this week, that shift in mindset produced some of the sharpest rotations we’ve seen in years. Earnings season made the divide painfully […]
January 30, 2026 | Palantir Technologies is a Risky and Controversial Company
Palantir Technologies is one of the most valuable companies in the U.S. stock market—and one of the least transparent. Investors are clearly smitten. The shares are up 133% in the past year, pushing Palantir’s market capitalization to roughly US$400 billion. Yet annual revenues are about US$4 billion. That implies a valuation of 100 times sales, a level rarely seen outside […]
January 23, 2026 | Carney Takes a Risky Gamble with a Bet on China
High Risk, High Reward: Carney’s China Gamble Prime Minister Mark Carney has defied Washington by striking a sweeping trade deal with China—slashing tariffs on Chinese electric vehicles and dismantling long-standing barriers on agricultural exports. Under the agreement, China will cut import levies on Canadian canola, canola meal, lobster, crab, and peas. In return, Canada will sharply reduce […]
January 16, 2026 | A Fight The Fed has Never Seen Before
Sunday night delivered an extraordinary development: the U.S. Federal Reserve was served grand jury subpoenas suggesting potential criminal charges against Chair Jerome Powell. The allegation is that Powell misled Congress last year regarding the refurbishment of Federal Reserve buildings. The reaction across the policy and financial community was swift. Former Fed governors, central bank leaders […]
January 9, 2026 | Venezuelan Oil is a Headline Risk For Canada
Venezuela, Trump, and the Oil Scare for Canada Venezuelans woke up Saturday to dramatic headlines stating that Nicolás Maduro had been removed and that the United States was now calling the shots in Caracas. President Trump justified the move on narcoterrorism charges, but his public remarks focused overwhelmingly on one thing: oil. Specifically, Trump argued […]
December 12, 2025 | Recession in 2026 Will Make The Fed Cut Rates Further
The Fed’s 2026 Outlook: Recessionary Signal or Inflationary Pause? The Federal Reserve recently cut the official interest rate by a modest 25 basis points. Faced with general economic weakness, rising unemployment, and the delayed inflationary impact of tariffs, the central bank is walking a tightrope. Will we see more aggressive cuts in 2026? That depends […]
December 5, 2025 | The Yen Carry Trade Unwind Threatens Global Markets
The Shifting Dynamics of the Yen Carry Trade The central thesis is that the decades-long assumption of near-zero Japanese interest rates and a weak Japanese yen (JPY)—the two pillars of the yen carry trade—are now collapsing. 1. The Historical Carry Trade Setup Borrowing: Traders borrowed vast sums in Japanese yen at a near-zero interest rate. Investing: They converted the borrowed […]
November 28, 2025 | Pipeline Politics Meets Demand Reality
Alberta and Ottawa’s sweeping new energy accord, signed by Prime Minister Mark Carney and Premier Danielle Smith, is being framed as a nation‑building effort Alberta and Ottawa’s sweeping new energy accord, signed by Prime Minister Mark Carney and Premier Danielle Smith, is being framed as a nation‑building effort to position Canada as a global energy […]
November 21, 2025 | Nvidia Earnings: Strong Results, Stronger Expectations
Nvidia once again reminded investors why it sits at the center of today’s market narrative. Late Wednesday, the chipmaker reported fiscal third‑quarter results that exceeded Wall Street’s expectations and offered a revenue outlook for the January quarter that was even more impressive. Source: FactSet For the October quarter, Nvidia posted adjusted earnings per share […]
November 14, 2025 | Quantum Computing: The “Next AI” For Investors?
Quantum computing is back in the spotlight this week, with earnings from pure‑play companies and new breakthroughs from IBM. But can it truly capture the same investment excitement as artificial intelligence, or will volatility and technical hurdles slow its rise? Artificial intelligence has dominated markets in recent years, moving rapidly from research labs into everyday […]
November 7, 2025 | The AI Boom Launches Into Space
EVOLUTION OR DELUSION? The latest big idea from the AI boom takes flight—literally. Moving artificial intelligence computation into low-orbit space might be the craziest idea yet to emerge from the AI bubble that refuses to burst. The logic is simple—and sounds insane. AI data centers devour power, and the grid can’t keep up. So, the […]
October 31, 2025 | The Bank of Canada Cuts Again But Fails To Address Housing
The Bank Cuts Again — But the Real Problem Is Housing The Bank of Canada trimmed its policy rate by 25 basis points this week to 2.25 percent, pulling Canada’s official rate well below the U.S. Federal Reserve’s 3.75 percent — also lowered this week. But don’t expect these cuts to save the economy from a recession. In […]
October 24, 2025 | China Rare Earth Grip Tightens
The global fight over rare earth elements has entered a new and dangerous phase. China holds the advantage—and Washington has few good options. In October, Beijing announced new restrictions on exports of rare earth elements (REEs). Any product containing even trace amounts of China-sourced materials could now require special approval or be denied altogether. The […]
October 17, 2025 | Canadian Auto Industry Faces Creative Destruction
The Canadian auto industry is in deep trouble. Donald Trump’s new tariffs threaten cross-border trade — and U.S. automakers are already moving production south. Here’s the kicker: Canada’s auto sector isn’t even Canadian. Toyota and Honda build three-quarters of the cars assembled here. American brands make the rest. And those are being moved south: “In a major […]