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Weekly Update for the week ending July 3, 2026

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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.

Weekly Update for the week ending June 26, 2026

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Canada’s Missing SPR

Last week we looked at America’s Strategic Petroleum Reserve and why it matters for oil prices, inflation, and financial markets. This week, we turn to Canada – where no such reserve exists. Instead of a government-controlled buffer that can be released during supply shocks, Canada relies on a very different system shaped by domestic production, commercial inventories, and private market forces. The result is an approach to energy security that looks quite different from what many investors might expect, with important implications for how supply disruptions are absorbed.

Monthly Portfolio Update May 2026

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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 May 22, 2026

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Hawk or Dove? The Fed’s Next Chapter

Jerome Powell’s era at the Federal Reserve has come to an end, and Kevin Warsh now takes over one of the most powerful positions in global finance. With inflation, interest rates, and economic growth all hanging in the balance, investors are now asking the big question: will the Fed’s next chapter be led by a hawk or a dove?

Weekly Update for the week ending April 17, 2026

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When I got back into investing, one of the most common terms I heard was valuation. I knew what value was – one always wants to get good value for their money, or not overpay for an item. But the term “valuation” seemed a bit different, although I could never quite put my finger on why it felt separate from simply “getting good value for your money.” The difference, I eventually realized, is that in investing, price and value don’t always move together – and that gap between the two is where a lot of opportunity (and risk) tends to show up. This week, I’ll break down what valuation actually means and why it matters when you’re trying to get good value for your money in the stock market.