Canada’s brief “technical recession” made headlines over the summer, raising an interesting thought: Whatever happened to the recession? Our autumn newsletter, prompts a broader question: Are prolonged downturns becoming a thing of the past?...
Our Summer 2026 newsletter, “A Shifting (Energy) Landscape?,” briefly looks at how supply concentration risks and geopolitical uncertainty may be reshaping the global landscape....
Our Spring 2026 newsletter, “The Diversification Imperative,” touches on how feasible it is to reduce dependence on the United States, and the lessons that extend into investing....
Our Winter 2026 newsletter, “Ten Years From Now,” reflects on what can happen in a decade. While ten years is an arbitrary span, it provides a fair perspective to view a full cycle of events, including both peaks and troughs....