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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.

A Brief History of the North American Stock Exchanges

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As I mentioned in my November 28, 2025 Weekly Update [link to Nov 28 update], I recently came across a stock I assumed was listed on Canada’s largest and most senior stock market, the Toronto Stock Exchange (TSE), only to discover it was actually trading on its junior counterpart, the TSX Venture Exchange. That small mix-up sent me down a rabbit hole into how Canada’s exchanges are structured and how they came to be.

Weekly Update for the week ending January 9, 2026

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2026 Says “Hello”
Welcome to 2026 – and to the first Weekly Update of the year. A new year always brings a fresh sense of optimism for us investors, and after the bull market of the past couple of years, the hope is that the bull still has plenty of life in it. As always, there will be noise along the way, but the backdrop heading into 2026 gives investors a few reasons to stay cautiously optimistic.

Weekly Update for the week ending December 12, 2025

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From Wild West to Launchpad: The Story of the TSXV
A few weeks ago, I took a look at the history of Canada’s premier stock market – the Toronto Stock Exchange (TSX) [link to Nov. 28]. Also known as the big board, it’s the top rung on the TSX ladder. I also mentioned its junior counterpart, the TSX Venture Exchange (TSXV). This week, I thought I’d follow up with a closer look at this often overlooked but essential part of Canada’s market ecosystem. So, without further ado, in the words of Daenerys Stormborn – “Let’s begin.”

Weekly Update for the week ending November 7, 2025

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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.” 😊

Weekly Update for the week ending October 24, 2025

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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.