MWW - New Year; Same Issues... Dodgers Snag ANOTHER Player From The Jays.

The headlines in the first two weeks of 2026 may have been dominated by Venezuela and Iran, but financial markets forged on. While much of the debate focused on how long and by how much oil production could be ramped back up in Venezuela......

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Thank You 2025; Your Constant Drama Made For Easy Titles...

Resilience and feedback are two words that best sum up 2025. The year may also go down as the “t” year......

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Merry Christmas and Happy Holidays! See you in 2026

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......

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From Tariffs to Triumph: How Markets Sleighed 2025

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......

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Gridlock Unplugged: AI's Power Outage

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......

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Sour Start to the Sweet Season.

In direct defiance of lore, markets ended spooky season at all-time highs after a more than six-month ascent off early April lows......

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Tech Stumbles; Canadian Jobs Rumble.

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......

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Go Jays; Happy Halloween!

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......

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Let's Go Jays!

After a six-month steady move higher, the S&P 500 and Canadian TSX have faced an up-tick in volatility in recent weeks......

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More Back and Forth Than a Jays Game.

“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......

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