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Measuring shifts in uncertainty is a slippery beast, but it’s easier to intuit when big changes unfold vs. the recent past. We’re knee-deep in one of those moments. One of the tell-tale signs is that...
In this episode of The Canadian Investor Podcast, we delve into the significant market fluctuations experienced since the beginning of the year, with a particular focus on the...
Once a sleepy corner of the stock market, the S&P 500 Utilities sector is now a hotbed of debate. Fans believe that growth in data centers, cryptocurrencies, electric vehicles (EVs), the...
This year has seen a dramatic shift in markets with U.S. equity leadership giving way to a resurgence in overseas shares. “The bubble in American exceptionalism has been building for years. The...
It was a busy week between massive amounts of data, and who can forget Liberation Day? I still feel that most investors think Trump is bluffing and will provide more lenient tariffs. I don’t think...
With last week's move to the downside, we now have to consider new swing lows for indices, with the ones established a couple of weeks ago unlikely to hold. For many indices, these newly measured...
GameStop (NYSE:GME) recently announced plans to add Bitcoin (BTC) to its corporate treasury using $1.3 billion raised through convertible bonds. The announcement, which came shortly after what many...
Despite what some may think, the impact of the new 25% auto tariffs will not necessarily benefit all US auto companies to the detriment of their foreign counterparts. For example, as we share below...
OpenText Corporation (NASDAQ: OTEX), (TSX:OTEX) a Canada based enterprise information management software company, has faced significant challenges in recent years following a large acqusition. The...
Stocks finished yesterday lower, one day ahead of today's core PCE report. Analysts expect core PCE to rise by 0.3% m/m, and Kalshi is pricing a core PCE of 0.4% m/m. It will be interesting to see if...
In early January at the annual Consumer Electronics Show (CES), Nvidia (NASDAQ:NVDA) CEO Jensen Huang put a severe damper on quantum stocks. Namely, he observed that quantum computers are too early...
Advanced Micro Devices Inc. (NASDAQ:AMD) is facing mounting challenges as competition intensifies in the semiconductor industry. Recent reports highlight that AMD has been downgraded by Jefferies to...
Microsoft (NASDAQ:MSFT) is a name that barely needs an introduction. Whether you're replying to emails, working in Excel, or gaming on Xbox, you're using a Microsoft product without even thinking...
Investment ThesisThe Global Banking and Markets segment (constitutes 65.3% of net revenues as of Dec. 31, 2024) generates revenues from IB fees, including advisory, and equity and debt underwriting...
SMCI has been a wild ride lately, with plenty of noisy headlines over the past year. In August 2024, the company faced serious allegations from Hindenburg Research about accounting irregularities,...