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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
The Monthly Commentary – December 2025
risk, FED, interest rates, Bank of Japan, Nvidia, Microsoft, Jerome Powell, Trump
The Monthly Commentary – November 2025
Mining, Periodic table, Critical minerals, China, U.S. Trade, Tariffs, Trump vs. Xi, Job revisions, Unemployment, BLS, Elon Musk and DOGE
Alternative Quarterly Commentary – Q3, 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets