Skip to main content

Tag: googl

Weekly Update for the week ending November 21, 2025

Posted on by

Nvidia Saves the Day
Heading into this week, investors were nervous. Many were worried about a possible artificial intelligence (AI) bubble and that valuations for leading AI and technology companies had gotten overheated. All eyes were on the star of the emerging AI industry — Nvidia (NASD: NVDA). Would the company beat, meet, or miss its revenue targets? And perhaps just as important, what did it expect for the next quarter?

Nvidia isn’t just another technology company, it’s the engine behind the AI boom and, at times, the most valuable company on the planet. Its chips power everything from ChatGPT-style AI to self-driving cars to the massive datacentres that keep the digital world running. When Nvidia reports earnings, markets pay attention because it often sets the tone for the entire technology sector.

Monthly Portfolio Update October 2025

Posted on by

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

Posted on by

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

Posted on by

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

Posted on by

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…

Weekly Update for the week ending September 19, 2025

Posted on by

Decisions, Decisions
This week, all eyes were on the US Federal Reserve (Fed) and the Bank of Canada (BoC) as both central banks faced the same question: should they finally ease up on high interest rates? With inflation cooling, jobless claims ticking higher, and consumers growing cautious, markets were betting heavily on cuts – and both banks delivered. For the Fed, it was the first cut since December 2024, while the BoC hadn’t lowered its benchmark rate since March 2025.

What Happens When Central Banks Cut Rates?

When central banks cut rates, it’s like turning down the interest on your credit card or mortgage – borrowing gets cheaper, and spending gets easier. But depending on whether it’s the BoC, the Fed, or both, the ripple effects for us investors can look a little different.