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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 February 6, 2026

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AI Turns From Tailwind to Disruptive Headwind
This past week, markets came under pressure as investor sentiment around software companies shifted sharply. While higher interest rates and stretched valuations had already been weighing on the sector, what really rattled investors was a growing belief that parts of the software and professional services industry may be facing real disruption, not just a temporary slowdown.

Weekly Update for the week ending January 16, 2026

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Under Pressure: Fed Independence Under Fire
With apologies to Queen and David Bowie, the US government has turned up the pressure on the US Federal Reserve, and on Chair Jerome Powell in particular, to fall in line with President Trump’s push for lower interest rates. For investors, the question isn’t politics – it’s how this could rattle markets and shake confidence in US interest rates.

Weekly Update for the week ending January 9, 2026

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2026 Says “Hello”
Welcome to 2026 – and to the first Weekly Update of the year. A new year always brings a fresh sense of optimism for us investors, and after the bull market of the past couple of years, the hope is that the bull still has plenty of life in it. As always, there will be noise along the way, but the backdrop heading into 2026 gives investors a few reasons to stay cautiously optimistic.

Monthly Portfolio Update November 2025

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Monthly Portfolio Update November 2025
November didn’t feel like a typically strong month for the markets, even though most major indexes still finished in the green. After such a strong run over the past six months — including a stronger than expected September and October — I had expected that momentum to carry right into year-end. Instead of the strong month I’d been expecting, the markets were quite volatile in November, a month that normally gives investors a smoother ride.

Weekly Update for the week ending November 28, 2025

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The TSX: From Trading Club to Major Market
A few weeks ago, while writing the weekly portfolio update, I came across a stock I assumed was on the Toronto Stock Exchange, only to discover it was actually on the TSX Venture Exchange. Then I saw another company I thought was a Venture listing but was actually on the main TSX. That mix-up sent me down a rabbit hole about how the Exchange works and its history. I found the story surprisingly interesting, and this week I thought I’d share some of that history behind Canada’s largest stock market – the Toronto Stock Exchange (TSX).