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Weekly Update for the week ending July 4, 2025

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When Good News Is Bad News (and Vice Versa)

This week brought a steady stream of US labour market data, and you might’ve noticed something that feels a little backwards: sometimes good news about jobs or the economy makes stocks fall, while disappointing news sends markets higher. At first, this can be hard to wrap your head around. After all, if more people are working and businesses are hiring, that should be a positive sign, right? But markets don’t just react to the data itself – they react to what that data means for interest rates and the US Federal Reserve’s (Fed) next move.

Monthly Portfolio Update June 2025

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Monthly Market and Portfolio Review

Markets kicked off June with a bang, dipped mid-month, then came roaring back to close with back-to-back gains. The Toronto Stock Exchange Composite Index (TSX) rose 2.6%, the S&P 500 (S&P) jumped 5.0%, and the Nasdaq Composite Index (Nasdaq) surged 6.6%, with all three hitting record highs. The Dow Jones Industrial Average (DJIA) advanced 4.3%, flirting with its own all-time peak.

Weekly Update for the week ending June 20, 2025

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When Giants Talk Trade, Canada Feels the Impact

Last week, I discussed the build-up to the China – US trade war and what each side is hoping to get from a deal. After tensions flared this spring, complete with sweeping tariffs and tech restrictions that rattled global markets, the two countries agreed to a temporary truce and resumed negotiations. There’s now a draft framework deal on the table, but it’s more of a ceasefire than a peace treaty. Still, even a partial deal could shift the global economic outlook – and that matters a lot to Canada.

Monthly Portfolio Update May 2025

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Monthly Market and Portfolio Review

May brought a welcome rebound for the markets after April’s turbulence. Despite a rocky start driven by President Trump’s unpredictable trade policies, investor sentiment brightened thanks to strong earnings, easing inflation, and a softer stance on tariffs. The S&P 500 (S&P) jumped 6.2%, its best May since 1990 – while the Nasdaq Composite Index (Nasdaq) soared 9.6%, fueled by the big technology companies. The Toronto Stock Exchange Composite Index (TSX) rose 5.4%, and even the Dow Jones Industrial Average (DJIA) delivered a solid 3.9%.

Weekly Update for the week ending May 16, 2025

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Sell in May or Stay and Invest?
I originally intended to talk about this lighter topic – an old investing phrase that tends to pop up around this time of year: “Sell in May and go away” the previous week, but Warren Buffet stepping down from Chief Executive Officer of Berkshire Hathaway (NYSE: BRK.B) after 60 years at the helm kind of stole the lead. So this week, let’s talk a look at the story behind this phrase.

Weekly Update for the week ending May 9, 2025

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On May 3, during Berkshire Hathaway’s (NYSE: BRK.B) annual general meeting in Omaha, Nebraska, Warren Buffett surprised the crowd by announcing his plan to step down as CEO at the end of 2025. At 94, the legendary investor will stay on as chair of the board, but his long-time successor, Greg Abel, will officially take the reins in 2026. The announcement caught everyone off guard – including Abel himself – with only Buffett’s immediate family in the loop beforehand.