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Weekly Update for the week ending November 21, 2025

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Nvidia Saves the Day
Heading into this week, investors were nervous. Many were worried about a possible artificial intelligence (AI) bubble and that valuations for leading AI and technology companies had gotten overheated. All eyes were on the star of the emerging AI industry — Nvidia (NASD: NVDA). Would the company beat, meet, or miss its revenue targets? And perhaps just as important, what did it expect for the next quarter?

Nvidia isn’t just another technology company, it’s the engine behind the AI boom and, at times, the most valuable company on the planet. Its chips power everything from ChatGPT-style AI to self-driving cars to the massive datacentres that keep the digital world running. When Nvidia reports earnings, markets pay attention because it often sets the tone for the entire technology sector.

Weekly Update for the week ending November 7, 2025

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The Budget Is Here – Now What for Long-Term Investors?
This week, the Canadian government released its latest federal budget – essentially Ottawa’s financial game plan for the year ahead. Budgets can feel like giant spreadsheets, but at their core they show what the government wants to prioritize and where the money is going. This one focuses on boosting affordability (especially housing), supporting economic growth, and continuing to invest in clean energy and infrastructure. In the words of Daenerys Targaryen, “Let’s begin.” 😊

Weekly Update for the week ending October 31, 2025

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A Little Less Tension on the Trade Front
Global trade tensions eased a bit this week after US President Trump and China’s President Xi Jinping met face-to-face in Busan ahead of the Asia-Pacific Economic Cooperation (APEC) summit. Trump did not attend the full leaders’ summit, but the bilateral meeting between the two leaders was the main focus for markets anyway. Going in, Trump described it as a “G2” meeting – a nod to the reality that these are the world’s two largest economies and when they talk, everyone else feels the impact.

Weekly Update for the week ending August 8, 2025

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An Ominous Start to a Historically Volatile Month
Well, August didn’t waste any time making waves. Both the Canadian and US markets opened the month with sharp declines on August 1, but the storm clouds actually started forming the day before. President Trump signed an executive order imposing new import duties, ranging from 10% to 41%, on about 90 countries. Canada was hit with a hefty 35% rate, alongside India, Taiwan, and others. The tariffs didn’t take effect until August 7, but the announcement alone rattled markets, fuelling worries about renewed trade tensions and rising inflation risks.

Then came Friday’s US jobs report, which landed with a thud. Payroll growth in July came in roughly 25% below expectations, and to make matters worse, May and June were revised down by a combined 258,000 jobs. That raised fresh concerns about a slowing economy.

Weekly Update for the week ending August 1, 2025

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Liberation Day, part 2

President Trump kicked off a new wave of tariffs this week, reigniting global trade tensions. The move came just days after progress with the European Union (EU) and Japan had boosted market optimism – but that optimism is now giving way to concern.

The latest action includes a sweeping 35% tariff on Canadian goods not covered by CUSMA, which caught many by surprise. It also targets exports from Brazil, India, and other trading partners, with tariffs ranging from 10% to 25%. These new duties hit a wide range of products, from industrial parts and electronics to everyday consumer goods, raising fears of a broader trade war.

Weekly Update for the week ending July 25, 2025

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Dominoes start to fall
Since President Trump’s April 2 “Liberation Day” announcement – imposing sweeping tariffs on nearly all imports, starting with a universal 10% base and rising to “reciprocal” rates as high as 54% – the US has been scrambling to strike new trade deals. With a 90-day pause in effect for negotiations and court challenges mounting, several countries have already hammered out agreements aimed at easing tariff threats and stabilizing trade ties.

Each deal is tailored to the partner: some offer tariff relief, others open access to key sectors, but all share one goal – softening the blow of a trade war no one wants. Let’s take a look at the deals that have been signed and why getting deals signed is important to us investors.