Braden Denis's Comment & Analysis
A complete archive of Braden Denis's articles, including current analysis & opinion.
In this episode of the Canadian Investor Podcast, we talk about Canada’s February CPI print that came in much hotter than expected at 2.6% year over year. We also discuss the Bank...
In this episode, we talk about recent market volatility with the NASDAQ dropping 4% in one day, marking its largest single-day decline since 2022. We unpack what's driving this...
In this episode, we dive into Paul Graham’s essay on how wealth creation has evolved over the past few decades. We explore why inherited wealth is on the decline, what industries...
In this episode, I share my first impressions of the cruise industry, how Royal Caribbean (NYSE:RCL) built a dominant brand, and whether it’s worth a deeper investment look. We then...
DeepSeek’s latest AI model sent shockwaves through the market, triggering the largest single-day market cap decline in history. Simon and I break down what makes DeepSeek-R1...
In this episode of The Canadian Investor Podcast, we dive into the fundamentals of Porter’s Five Forces, exploring how shifts in industry dynamics create opportunities for savvy...
In this episode, Simon starts by giving me props for one of his bold predictions coming through on the last day of 2024. Simon then goes over the stocks he sold in 2024 and how...
In this special new year episode, Simon, Dan, and me review our 2024 bold predictions and give some fresh bold predictions for the year ahead.
From the future of Bitcoin, Canadian...
In this episode, we dive deep into the U.S. Federal Reserve's latest rate cut announcement, bringing the fed funds rate down by 25bps for their final decision of the year. We...
In this episode, we dive into Canada's latest CPI data, with inflation now sitting below the Bank of Canada’s target, and what it means for policy rates heading into 2025. We...