Market Overview Analysis & Opinion

In this episode, I review the current stock market valuation using standard deviation to assess risk. With major indices trading at extreme levels, history suggests a correction could be...

The "missing middle" housing represents a crucial opportunity in Canadian real estate, focusing on medium-density housing like duplexes, triplexes, and courtyard buildings that fill...

S&P futures are up +0.33% following the tech sell-off yesterday, during which Nvidia (NASDAQ:NVDA) plummeted close to (17%). Asian markets ended mostly lower on Tuesday. DeepSeek’s cost-efficient...

The Nasdaq 100 witnessed its largest one-day fall since 2022 after the DeepSeek correction extended much further on Monday. Potentially, this technology could be a game-changer, and questions are...

Let’s take a look at the United States 30-Year from another angle by way of a chart I just found in my list that we used back in those critical days of early 2020 in gauging the coming inflationary...

Q4 S&P 500 EPS growth is expected to come in at 12.7%, the highest growth rate in three years. Large-cap outlier earnings dates this week include: LUV, KMB, PPG (WA:IBSP), CI, CB, and...

Investors this week will be keenly watching how or if the Federal Reserve and the bond market cooperate with Donald Trump’s order for lower interest rates. Although the central bank is unlikely to...

S&P futures are down (2%) and pointing to a sharply lower open, as Chinese AI startup DeepSeek sends shockwave to the global tech markets with its new AI model that can run on less-advanced...

This week, we have the Federal Reserve meeting on Wednesday, followed by the European Central Bank (ECB) meeting on Thursday. Meanwhile, the Bank of Japan (BOJ) made waves last Friday by raising its...

Bitcoin continues its post-election run with the December pullback coming to an end. The emergence from a picture-perfect cup-and-handle pattern opens up 130K as an upside - and very reachable -...

We regularly assess the subjective probabilities that we assign to our three scenarios: the Roaring 2020s (55%), the Meltup 1990s (25%), and the Stagflationary 1970s (20%). The last scenario, with...

I recently debated with Michael Pento, who made an interesting statement that increases in the money supply, the deficit, and a return to quantitative easing (QE) will lead to 1970s-style inflation....

Covering major indices like the Nasdaq, TSX, and S&P 500, he evaluates current market dynamics and profit targets. Key sectors, including tech, energy, and gold stocks, are assessed for...

In President Trump’s first week in office, he issued a blitz of executive orders, but perhaps his most ambitious statement to date is his claim yesterday that he would order the Federal Reserve to...