19 Jan 2025
5 minutes read
All Roads Are Stimulative
For over two years, the Fed has raised rates at the fastest pace in decades, yet inflation remains above its 2% target. Why? A big part of the answer lies in a phenomenon called fiscal dominance.
14 Jan 2025
5 minutes read
Oil Sands & the Loonie: A Double Negative Opportunity?
A weak Canadian dollar (the “loonie”) and a struggling oil sands industry present a compelling case for …
12 Jan 2025
6 minutes read
Uncertainty & the Icarus Print
NVIDIA’s stock soared to new heights last week, only to reverse sharply. It’s left me cautious if not bearish on …
27 Nov 2024
5 minutes read
Coffee Crisis: Brewing Trouble
Coffee, that ubiquitous morning companion for billions around the world, is experiencing a perfect storm of supply …
10 Aug 2024
10 minutes read
We Live for Volatility
History has shown time and again that those who can keep their heads when others are losing theirs often emerge stronger …
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Soaring Bitcoin, Hidden Leverage
As Bitcoin carves new all-time highs, the market is celebrating corporate …
Uneducated Investor's Contrarian ETF Portfolio
I’ve always been drawn to contrarian ideas – those …
Tin: Time to Shine
In the ever-evolving landscape of commodities, tin …
Copper's Electrifying Ascent
The recent surge in copper prices to a 14-month …
Lessons Learned the Hard Way
Like many who invest, I have made my fair share of …