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From David’s Desk – May 2026
Opening Thoughts After more than four decades navigating markets, one of the more [...]
Alternative Quarterly Commentary – Q1 2026
Real estate, private equity, Hedge funds, Exits, Geographic exposure
The Quarterly – Q1 2026
Markets, Investing, Geopolitics, risks, Iran, Commodities, Oil, Energy
The Monthly Commentary – February 2026
Markets, Conflict, War, Risk in markets, Safe Harbour fund, goEasy, Loan losses, Stock crashes, Bad loans, Energy prices, war, market performance in war,
From David’s Desk – February 2026
Opening Thoughts As we move further into 2026, the rhythm of the year [...]
The Monthly Commentary – January 2026
RRSP, Behavioral investing, Silver, EVs, Precious metals, Investing
From David’s Desk – January 2026
Opening Thoughts As we begin a new year, I wanted to introduce a new [...]
Alternative Quarterly Commentary – Q4, 2025
Real estate, private equity, Hedge funds, emerging markets, IPOs, Industrial real estate, Land banking, Alternative debt fund
The Quarterly – Q4 2025
2025 Market Recap, Precious Metals, Equities, US Policy, Stronger Loonie, The Jevons Paradox