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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.

Weekly Update for the week ending June 5, 2026

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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.

Weekly Update for the week ending May 29, 2026

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Behind the Wheel: Driving Your Portfolio

What does Formula 1 racing have in common with investing? More than you might think. While most people focus on the car crossing the finish line first, success in F1 depends on dozens of moving parts working together behind the scenes. Investing works much the same way. Markets are shaped by countless interconnected forces, from economic data and interest rates to sector leadership and investor behaviour. This week, I explore why building wealth is less about finding the fastest stock and more about navigating the twists and turns of the market with discipline and patience as you work toward your own financial finish line.

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 May 15, 2026

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One of the hardest parts of investing isn’t deciding what to buy – it’s knowing when to sell. This week let’s take a closer look at the often-overlooked “other side” of investing and the reasons long-term investors sometimes decide to move on from a stock. From changing company fundamentals and stretched valuations to shifting goals and better opportunities elsewhere and explain why selling doesn’t always mean you made a mistake.