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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.
Prime Minister Mark Carney has cautioned Canadians to brace for the fallout from the escalating trade war with the United States.
On Wednesday, Sept. 16, 2026, the U.S. Federal Reserve initiated its first policy rate hike since July 2023. There is an old Wall Street adage: “Don’t fight the Fed.” Should investors heed the adage, or is there a good entry opportunity in the stock market coming up?
Investors tend to worry most about the risks they can see.
If you were to guess which stocks have enjoyed the biggest runs in the past four and a half years, you might say Nvidia. Indeed, that is correct. But notably, shares of Robinhood have enjoyed an even greater climb during that same stretch.
When the members of the FOMC sit down this week to review their inflation outlook and what they will do with policy, this is the primary view I’d be considering if I was voting.
From Hollywood agents to global pension fund executives, some of the world’s most deep pocketed players are in Toronto this week to do business.
Are we in an AI bubble, or is the boom just getting started? This week on Ticker Take, we put that question to Gil Luria, Head of Technology Research at D.A. Davidson.
Government bond investors had a huge tailwind from 1981 to 2020 as long term government bond yields maintained an overall downward trend across four decades.
Corporate earnings remain a powerful support for equities, but the bar for companies is getting higher. Resurging oil prices and elevated bond yields have brought inflation, valuations, and central-bank policy back into sharper focus, while strong earnings expectations leave less room for disappointment.
Back-to-school brings mixed feelings for young parents across the country but none are likely how much their child’s education will cost after they graduate high school.
Michael Burry made his name betting against Wall Street. Now, he’s betting against Silicon Valley, sparking a hot debate over whether we’re in an AI bubble.
Investors do not like uncertainty and the stock market tends to perform poorly when uncertainty is high and increasing. Uncertainty is just around the corner, as the U.S. midterm elections take place on Tuesday November 3, 2026.
Last week’s Nvidia results were extraordinary even by AI standards. The company reported quarterly revenue of US$96.2 billion, up 106 per cent from a year earlier, while its data-centre business grew 117 per cent.
When we think about investment implications originating from the middle east, we think about world oil prices and inflationary implications. Over the life of the IRGC, 9-11, and terrorism in the past 40 years, we can see that oil prices have a very high correlation with US CPI.
