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Weekly Update for the week ending February 13, 2026

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Three Reports, One Story: Connecting the Economic Dots

This week gave us something we don’t often see – all three major US economic reports landed at once. Because of the recent partial government shutdown, the labour report, retail sales data, and CPI inflation numbers were released in the same week. Normally, these reports are spaced out, with jobs data arriving first and inflation and retail sales following mid-month. Seeing them together offers a rare opportunity to step back and view the American economy through three connected lenses at the same time.

Weekly Update for the week ending November 14, 2025

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The US Government Reopens – What It Means for Investors
The US government had been shut down since October 1 and finally re-opened on November 13. In my October 1 Weekly Update, [link to oct 1] I talked about what caused the shutdown and what the likely impacts might be from an investing perspective. Now that it’s over, it’s a good time to look at what ended the standoff — and what it means for us as investors.

Monthly Portfolio Update October 2025

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For the sixth month in a row, all four major North American indexes finished in the green: the Toronto Stock Exchange Composite Index (TSX), the S&P 500 Index (S&P), the Dow Jones Industrial Average (DJIA), and the Nasdaq Composite Index (Nasdaq). The Nasdaq continued to lead the pack, rising more than 4% for the second straight month and marking its seventh monthly gain in a row – its longest stretch since early 2018. The TSX, S&P, and DJIA each posted their sixth straight monthly gain, with the DJIA’s streak being its longest since January 2018, the TSX’s longest since mid-2021, and the S&P’s longest since late 2021.

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 October 24, 2025

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Rare Earths: Tiny Metals, Massive Impact, Major Contention
Last week [link to oct 17], we talked about trade tensions between China and the US – the world’s two largest economies. One key flashpoint in those talks is rare earth elements. Rare earths might sound like something from a sci-fi movie, but they’re actually critical to everything from your smartphone to fighter jets – and they’re at the centre of the China- US trade debate.

Monthly Portfolio Update September 2025

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September flipped the script on its usual reputation as a tough month for stocks. North American markets finished strong, capping a solid third quarter and extending impressive streaks of gains. The Toronto Stock Exchange Composite Index surged 5.1%, while the S&P 500 climbed 3.5%, the Dow Jones Industrial Average added 1.9%, and the Nasdaq Composite jumped 5.6%. Record highs were the theme of the month: the Nasdaq and S&P hit multiple peaks, delivering their best September since 2010 and strongest third quarter since 2020, while the Dow notched its fifth straight monthly gain. Up north, the TSX also marked its fifth consecutive monthly advance.

Let’s take a quick look at what moved the markets and how my three portfolios performed in September…