When Markets Stop Shrugging It Off
The US/Israel-Iran conflict, which began on February 28, is now about to enter its fifth week as you read this. Despite reports of back-channel peace talks, there are still no clear signs of an end in sight. In my March 6, 2026, Weekly Update, I focused on how a short conflict – what was initially expected – could affect markets. This week, the bigger question is what happens if it lasts longer.
As I mentioned in my November 28, 2025 Weekly Update [link to Nov 28 update], I recently came across a stock I assumed was listed on Canada’s largest and most senior stock market, the Toronto Stock Exchange (TSE), only to discover it was actually trading on its junior counterpart, the TSX Venture Exchange. That small mix-up sent me down a rabbit hole into how Canada’s exchanges are structured and how they came to be.
Mr. Powell goes to Washington In a week of high anticipation, US Federal Reserve (Fed) Chair Jerome Powell took center stage in Congress, providing crucial updates on the future of rate cuts. During his Senate testimony on Tuesday, Powell expressed optimism as inflation approached the Fed’s 2% target, signaling potential for future rate cuts. He […]
This past week, as I reviewed my three portfolios, I was surprised by the number of trades I had made in the past few months – a total of 21 across all portfolios. Unfortunately, all but one were on my TD Direct Investing account, costing me almost $200. While not a significant amount in the grand scheme, it is still $200 less available for investment. ☹️
With inflation stubbornly high, hopes for lower borrowing costs are fading. After three consecutive months of higher-than-expected inflation, you might be wondering: when will interest rates drop? Despite many anticipating a quicker resolution, the Federal Reserve (Fed) has opted to maintain a steady interest rate of 5.5%, waiting for clear signs that inflation is indeed […]
Loose change…. A busy week of earnings for the three Portfolios with 17 companies across the Portfolios announcing their respective quarterly results. I was not sure if the light at the end of the tunnel was going to be the end of the tunnel or an approaching train. It turns out it was light at […]