January was a bit of a rollercoaster for markets. Indexes pushed to new highs, pulled back to catch their breath, and climbed again, before fading late in the month but still finishing in positive territory. Volatility (also known as buying opportunities 😊) was the name of the game.
Tag: cco
Weekly Update for the week ending January 30, 2026
How Central Banks Set Interest Rates
Interest rates are one of those topics everyone hears about, but few people really understand how they actually work. With both the Bank of Canada (BoC) and the US Federal Reserve (the Fed) recently announcing that they were holding their policy rates steady, it felt like a good time to step back and look at what these rates actually are – and how they’re set.
Weekly Update for the week ending January 23, 2026
Sell America
Markets don’t always move because the economy changes – sometimes they move because confidence does. This week, that loss of confidence showed up in a phrase many investors hadn’t heard in a while: “Sell America.” And it returned with a vengeance.
But what is “Sell America”?
Weekly Update for the week ending January 16, 2026
Under Pressure: Fed Independence Under Fire
With apologies to Queen and David Bowie, the US government has turned up the pressure on the US Federal Reserve, and on Chair Jerome Powell in particular, to fall in line with President Trump’s push for lower interest rates. For investors, the question isn’t politics – it’s how this could rattle markets and shake confidence in US interest rates.
Weekly Update for the week ending January 9, 2026
2026 Says “Hello”
Welcome to 2026 – and to the first Weekly Update of the year. A new year always brings a fresh sense of optimism for us investors, and after the bull market of the past couple of years, the hope is that the bull still has plenty of life in it. As always, there will be noise along the way, but the backdrop heading into 2026 gives investors a few reasons to stay cautiously optimistic.
Monthly Portfolio Update November 2025
Monthly Portfolio Update November 2025
November didn’t feel like a typically strong month for the markets, even though most major indexes still finished in the green. After such a strong run over the past six months — including a stronger than expected September and October — I had expected that momentum to carry right into year-end. Instead of the strong month I’d been expecting, the markets were quite volatile in November, a month that normally gives investors a smoother ride.