The Monthly Commentary – May 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
13
05, 2025
14
04, 2025
The Quarterly Commentary – Q1 2025
Nasdaq, S&P 500, Bear markets, Automakers, Tariffs, Market risk factors, Cars sold by country, Linamar
12
03, 2025
The Monthly Commentary – March 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
11
02, 2025
The Monthly Commentary – February 2025
Canadian equities, Energy ETFs, TSX stocks, Uranium, Investor bias, Timber stocks, Trade wars, Tariffs
16
01, 2025
The Q4 Commentary 2024
FED, yield curve, FOMC meetings, Draft Kings, Betting, SPACs, Shipping stocks, China, Investing resolutions
24
10, 2024
The Q3 Commentary 2024
US election, Congress, Tax cuts, Trading, Trade partners, Immigration, China, Magnificent 7
16
07, 2024
The Q2 Commentary 2024
Best performing stocks 2024, Valuations throughout the market, P/E ratios, Corrections in the market, Earnings growth, Magnificent 7, Bond market, Yield curves, Tesla, Recency bias
24
04, 2024
The Q1 Commentary 2024
Monetary policy, Magnificent seven, Apple stock lagging peers, Commodity prices, Global elections 2024, Royal Canadian Mint, Buying gold, Interest rates, FED, Inflation, Bell shares, Anchoring affect
18
01, 2024
The Q4 Commentary 2023
U.S. deficit, economic data, Job openings, Crypto, Bitcoin, SEC and Bitcoin, Behavioral investing.
19
10, 2023
The Q3 Commentary 2023
Lead times, lag times, interest rates, Tesla, Business cycles, credit spreads.
