Investment Thinking

Investment Commentary – Q3 2025 Double, Double, Toil and Trouble

October 30, 2025 Read more

Investment Commentary – Q2 2025 Are The Markets Too Complacent?

July 31, 2025 Read more

Investment Commentary Addendum: Trump Elects Carney!… Now What?

April 30, 2025 Read more

Investment Commentary and Tariffs Update – Q1 2025

April 9, 2025 Read more

The Dumbest Trade War in History

February 3, 2025 Read more

Investment Commentary – Year in Review 2024 Greater Certainty of Uncertainty

January 29, 2025 Read more

Trump’s Second Time Around… What This Means for Canada and The World?

November 8, 2024 Read more

Investment Commentary Q3 – 2024 Stocks Up, Rates Down, Now What?

October 25, 2024 Read more

Investment Commentary Q2 – 2024 Markets Take The Escalator Up But The Elevator Down

July 26, 2024 Read more

Investment Commentary Q1 – 2024 The Lessons of History

April 25, 2024 Read more