While March ended as one of the toughest months in years, April delivered a strong rebound. All four major indexes recovered sharply, erasing losses and posting one of their best monthly performances since the pandemic rebound in 2020.
Tag: mgni
Weekly Update for the week ending April 17, 2026
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.
Weekly Update for the week ending March 13, 2026
If the Conflict Stays Short, These Sectors Could Move Most
Last week [link to Mar 6] I looked at the recent US and Israeli strikes on Iran from an investor’s perspective. The situation is still evolving, but one of the key questions for markets is how long the conflict might last. If the fighting remains relatively short – perhaps four to five weeks – history suggests the economic impact would likely be uneven rather than universally negative.
Geopolitical shocks tend to push markets into a brief “risk-off” phase where investors shift away from more cyclical or economically sensitive sectors and toward industries that benefit directly from higher energy prices or global uncertainty. The result is often a temporary reshuffling of winners and losers across sectors rather than a lasting change to the overall economic outlook. This week, I’ll discuss how a four-to-five week conflict could impact three of the key sectors that move the markets in Canada, as well as three that drive the US market.
Monthly Portfolio Update February 2026
February was a choppy month for the markets – or, as I like to call it, the month disrupted… by AI 😊. After a solid start, swings in artificial intelligence (AI) sentiment and broader economic worries became the defining themes, showing up differently across the four major North American indexes.
Weekly Update for the week ending February 27, 2026
Trade Uncertainty Returns
Last week, the United States Supreme Court ruled that many of President Trump’s global tariffs were illegal. Within days, the White House announced a new 10% tariff on imports from all countries, with plans to raise it to 15%.
Let’s take a look at how we got here – and the uncertainty it has created.
Weekly Update for the week ending November 7, 2025
The Budget Is Here – Now What for Long-Term Investors?
This week, the Canadian government released its latest federal budget – essentially Ottawa’s financial game plan for the year ahead. Budgets can feel like giant spreadsheets, but at their core they show what the government wants to prioritize and where the money is going. This one focuses on boosting affordability (especially housing), supporting economic growth, and continuing to invest in clean energy and infrastructure. In the words of Daenerys Targaryen, “Let’s begin.” 😊