Opinion

While AI runs on software, it gets built with copper, pipelines, power plants and a lot of labour.

The agriculture sector has two strong tailwinds that could propel it higher.

For much of this year, “higher for longer” was a warning. Now it is a market reality.

The Canadian economy has had an anchor on it for the better part of a decade and a big part of that anchor was due to policy decisions at the federal level but that trend appears to be changing.

Ottawa continues to warn Canadians to expect extra scrutiny when travelling to the United States. That includes the estimated one million retirees, called snowbirds, set to flock to warmer states like Florida and Arizona this winter.

After the first phase of the AI boom, some stocks tied to that craze crashed into investor skepticism. But long time stock watcher Adam Johnson sees that as an opportunity.

Fewer and fewer stocks are moving the stock markets higher in the U.S. and Canada. This is a classic case of bad breadth.

October has certainly earned its reputation for drama. The historical record, however, is far less ominous.

The mart trend is strongest when most stocks are rallying and strong. In the past few weeks, most stocks are trading below their 200-day average.

The global bond market was on high-alert well before the yield on U.S. five to thirty-year Treasuries topped 5 per cent this week.

A trillion dollars used to be a rare milestone. But in the eight years since Apple first accomplished the feat, more than a dozen companies have crossed the trillion dollar threshold.

Three major factors are driving the Canadian dollar lower against the U.S. dollar and point to further weakness.

Most investors want the return without the ride. They want the long-term growth equities can provide, but without the 5, 10 or 15 per cent declines that periodically come with them. Markets rarely offer that bargain.

It’s an understatement to say we live in uncertain times. Markets are holding steady as Canada transitions into a new world economic order but it’s anybody’s guess how that journey will impact long-term returns in our retirement portfolios.

Is the growth trade running out of steam? Ryan Modesto doesn’t think so. He just thinks you have to be pickier.