After a volatile July, the US markets got off to a positive start in August, with the Dow Jones Industrial Average (DJIA) setting a record closing high on the first trading day. It would set two more records during the month, while the S&P 500 Index (S&P) established three of its own. The Nasdaq Composite Index (Nasdaq), despite being the top-performing index in August, remained below its June record. The Canadian market joined in, with the Toronto Stock Exchange Composite Index (TSX) setting four new record closing highs before ending the month just below its peak. Better yet, all three of my portfolios also finished the month higher than they started! đ
Tag: nvts
Weekly Update for the week ending August 21, 2026
The AI Revolution: Understanding the Technology Behind the Investment Boom
AI is capable of far more than answering questions in a chatbot. It can analyse financial information, understand images, create content, solve complex problems, and increasingly take actions on our behalf. In Part 5 of The AI Revolution, we explore what these capabilities look like in the real world â from AI-assisted investment research to cybersecurity systems that can detect and respond to threats â and why these capabilities could create enormous economic value.
Weekly Update for the week ending August 7, 2026
The AI Revolution: Understanding the Technology Behind the Investment Boom
Artificial intelligence (AI) may seem like software running in the cloud, but behind every AI-generated response is a vast physical infrastructure. From Nvidia’s powerful AI chips to advanced memory, high-speed networking, massive data centres, and enormous amounts of electricity, today’s AI systems depend on some of the most sophisticated technology ever built.
In Part 3 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we explore the infrastructure that makes AI possible and explain why companies across multiple industriesânot just technology firmsâare benefiting from the AI revolution.
Weekly Update for the week ending July 17, 2026
Why Interest Rates Impact Some Stocks More Than Others
After better-than-expected inflation reports helped push markets higher, technology stocks led the charge while more defensive sectors lagged. The difference comes down to a key investing concept: some stocks are far more sensitive to changes in interest rate expectations than others.
In this weekâs update, I explain why growth stocks like Nvidia often react differently than dividend-paying companies like utilities, and how Fed policy influences investor behaviour.
Weekly Update for the week ending June 26, 2026
Canadaâs Missing SPR
Last week we looked at Americaâs Strategic Petroleum Reserve and why it matters for oil prices, inflation, and financial markets. This week, we turn to Canada â where no such reserve exists. Instead of a government-controlled buffer that can be released during supply shocks, Canada relies on a very different system shaped by domestic production, commercial inventories, and private market forces. The result is an approach to energy security that looks quite different from what many investors might expect, with important implications for how supply disruptions are absorbed.
Weekly Update for the week ending June 12, 2026
Whatâs Priced In? Why Markets Donât React the Way You Expect
One of the biggest early lessons in investing is that markets donât react to headlinesâthey react to expectations. Understanding whatâs already âpriced inâ can completely change how you read market moves.