Beyond the Obvious: Finding Hidden Opportunities
Major investment trends don’t always benefit the companies making the headlines. Sometimes the more interesting opportunities can be found further down the supply chain, in businesses providing the equipment, infrastructure, and services needed to support that growth. Generac’s recent deal to supply backup generators to Amazon’s data centres is a good example of how AI can create opportunities well beyond the technology companies at its centre.
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Monthly Portfolio Update August 2026
After a volatile July, the US markets got off to a positive start in August, with the Dow Jones Industrial Average (DJIA) setting a record closing high on the first trading day. It would set two more records during the month, while the S&P 500 Index (S&P) established three of its own. The Nasdaq Composite Index (Nasdaq), despite being the top-performing index in August, remained below its June record. The Canadian market joined in, with the Toronto Stock Exchange Composite Index (TSX) setting four new record closing highs before ending the month just below its peak. Better yet, all three of my portfolios also finished the month higher than they started! 😊
Weekly Update for the week ending August 7, 2026
The AI Revolution: Understanding the Technology Behind the Investment Boom
Artificial intelligence (AI) may seem like software running in the cloud, but behind every AI-generated response is a vast physical infrastructure. From Nvidia’s powerful AI chips to advanced memory, high-speed networking, massive data centres, and enormous amounts of electricity, today’s AI systems depend on some of the most sophisticated technology ever built.
In Part 3 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we explore the infrastructure that makes AI possible and explain why companies across multiple industries—not just technology firms—are benefiting from the AI revolution.
Weekly Update for the week ending July 3, 2026
AI Spending: When Hype Meets Reality
AI stocks have been back in focus, but not for the reasons that drove their earlier surge. After pushing to fresh highs, parts of the sector have started to cool as investors take a closer look at what’s actually fuelling the rally beneath the surface. The story is shifting from pure excitement around artificial intelligence to something more grounded – the rising cost of building it.
What was once framed as a software-driven revolution is increasingly looking like an infrastructure buildout, with massive spending going into chips, data centres, networking, and energy systems. That shift is starting to raise new questions about funding, profitability, and how long this level of investment can realistically continue without more pressure on balance sheets.
This week I discuss what’s driving the latest move in AI-linked stocks, why spending has become the central theme, and how that ripple effect is starting to show up across the broader market.
Monthly Portfolio Update May 2026
Historically, May through October is a weaker period for markets, averaging gains of around 2% compared to roughly 7% from November through April. However, May got off to a strong start as the S&P 500 (S&P) and Nasdaq Composite (Nasdaq) both reached record highs in the opening week. While the rest of the month wasn’t a straight shot higher, the rally continued. The S&P broke above 7,500 for the first time, the tech-heavy Nasdaq crossed both the 25,000 and 26,000 milestones, and the Dow Jones Industrial Average (DJIA) climbed above 50,000 before ending May with its first-ever close above 51,000.
Weekly Update for the week ending June 5, 2026
The AI Trade Reignites
The AI rally is back. After months of investor concerns over soaring spending and uncertain returns, strong earnings and accelerating demand have pushed artificial intelligence stocks back into the driver’s seat. This week, I take a closer look at what’s fueling the resurgence and why AI has once again become one of the market’s biggest stories.