As we enter the final few weeks of 2025, and our last market commentary of the year, markets have delivered double-digit gains across all major U.S. and Canadian indexes. We are watching three key catalysts heading into 2026......
North American markets put together a decent week of gains to open the final month of the year. Throughout 2025, it's been easy to get caught up in skepticism. Markets have navigated policy shifts, global uncertainty, and valuation concerns......
As the U.S. government shutdown has finally come to an end, investors the last two weeks were rattled by a rotation in stock markets: The darlings of the technology and AI sectors......
In direct defiance of lore, markets ended spooky season at all-time highs after a more than six-month ascent off early April lows......
Following a near-continuous upward march since the spring, equity markets stumbled somewhat this week on valuation concerns in the Artificial Intelligence space and the now-record long U.S. government shutdown......
Last week marked the 3-year anniversary of the current bull market. It was October 22, 2022 when North American equities bottomed, having declined nearly 25% in the U.S. and 18% in Canada......
After a six-month steady move higher, the S&P 500 and Canadian TSX have faced an up-tick in volatility in recent weeks......
“There are many kinds of risks… but volatility may be the least relevant of them all.” - Legendary investor, Howard Marks. Probably the first time we have ever opened our weekly comment with a quote......
Perhaps it was gold breaking the $4000 barrier, or maybe it was the series of record equity market highs even in the teeth of a normally tough season for stocks. It could be the fact that analysts have little economic data to chew on......
Global stocks have been repeatedly hitting new highs, leaving investors looking over their shoulders for the bubble-bursting bogey man to appear. The bad news......