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Weekly Update for the week ending February 20, 2026

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AI Disrupters

For the past few years, anything connected to artificial intelligence (AI) felt unstoppable. Investors poured money into AI-related companies, pushing valuations higher as excitement around the technology grew. There were concerns about the massive capital expenditures required to build AI infrastructure, but the dominant narrative was simple: invest now, dominate later.

This year, that tailwind has started to feel more like a headwind. Investors shifted from asking, “Who benefits from AI?” to “When will companies start seeing a return on all that investment?” – and now, “Who gets disrupted by it?” That change in mindset helped trigger the recent meltdowns.

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.

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).

Monthly Portfolio Update July 2025

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July was another milestone month for markets, powered by strong corporate earnings, growing artificial intelligence (AI) excitement, cautious central banks, and signs that both economies might be cooling. The Toronto Stock Exchange Composite Index (TSX), S&P 500 Index (S&P), Dow Jones Industrial Average (DJIA), and Nasdaq Composite Index (Nasdaq) all surged to record highs mid-month, fueled by optimism on multiple fronts. But those gains didn’t fully stick – markets pulled back in the final stretch as fresh trade tensions and persistent inflation concerns crept back into the picture.

Weekly Update for the week ending May 2, 2025

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One phrase I keep running into early on my investing journey is “risk on, risk off.” At first, I thought it just meant investors were either piling into riskier assets (like technology stocks) or playing it safe with something more stable (like utility stocks). And while that’s partly true, there’s a bit more nuance behind it.