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Weekly Update for the week ending May 8, 2026

Earnings season is giving investors a fresh look under the hood of the companies driving the markets. With roughly 20 holdings across my three portfolios reporting results this past week alone, the focus has shifted from headlines to fundamentals. Strong reports from major technology companies like NASD:AAPL continue lifting both individual stocks and the broader market, while weaker guidance can quickly shift sentiment the other way. This week’s commentary looks at what earnings reports really tell investors, what I focus on when analyzing them, and how the latest results helped shape the markets this week.

Weekly Update for the week ending April 24, 2026

How Valuation Is Calculated (In Simple Terms)
Valuation can sound complicated, but at its core it comes down to a simple idea: how much are you paying for what a business produces? This week, I break down two of the most common tools investors use – P/E and P/FCF – and show how they help put a price on a company’s earnings and cash flow.

Weekly Update for the week ending April 10, 2026

If you’ve felt the sting at the gas pump lately, you’re not alone. Since the US/Israel–Iran conflict began, oil prices have shot up and continue to climb. Brent crude oil is over 50% higher, West Texas Intermediate (WTI) nearly 70%. But the impact goes beyond filling up your vehicle, pushing up transportation costs and, in turn, the price of goods on store shelves – in other words, inflation. In this week’s update, let’s look at the differences between Brent and WTI oil (what are they anyway?), where does Canadian oil fit in, and why are these rising prices rippling through the economy.

Weekly Update for the week ending April 3, 2026

Relief Rally on the Horizon?
Exploring the sectors likely to gain – or stumble – if tensions ease.

Markets on both sides of the 49th parallel have been rattled by escalating Middle East tensions. With a potential ceasefire on the horizon, investors are watching closely to see which sectors could gain – or stumble – if hostilities ease.

Monthly Portfolio Update February 2026

February was a choppy month for the markets – or, as I like to call it, the month disrupted… by AI 😊. After a solid start, swings in artificial intelligence (AI) sentiment and broader economic worries became the defining themes, showing up differently across the four major North American indexes.