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Weekly Update for the week ending July 24, 2026

Part 1: What Is Artificial Intelligence?

Artificial intelligence (AI) has become one of the biggest investment themes of the decade. Technology companies are spending hundreds of billions of dollars building AI infrastructure, while businesses across almost every industry are looking for ways to incorporate AI into their products and services. But what exactly is artificial intelligence, and why has it become so important?

In Part 1 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we explore what AI is, how it differs from human intelligence, and why today’s AI doesn’t actually think like people do. Understanding the basics is the first step toward understanding why companies are investing so heavily in this transformative technology.

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 March 27, 2026

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.

A Brief History of the North American Stock Exchanges

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.

Weekly Update for the week ending July 12, 2024

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 […]

Weekly Update for the week ending May 31, 2024

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. ☹️