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Weekly Update for the week ending July 31, 2026

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The AI Revolution: Understanding the Technology Behind the Investment Boom?

Artificial intelligence (AI) may seem almost magical, but behind every AI-generated response is a complex learning process. After exploring what AI is in Part 1 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we now look at how AI actually learns.

In Part 2, we explain what training data is, how AI models are created, why building them requires enormous computing power, and the difference between training an AI model and using one. Understanding this process helps explain why companies are investing billions of dollars in the technology and infrastructure behind the AI revolution.

Weekly Update for the week ending May 15, 2026

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One of the hardest parts of investing isn’t deciding what to buy – it’s knowing when to sell. This week let’s take a closer look at the often-overlooked “other side” of investing and the reasons long-term investors sometimes decide to move on from a stock. From changing company fundamentals and stretched valuations to shifting goals and better opportunities elsewhere and explain why selling doesn’t always mean you made a mistake.

Weekly Update for the week ending May 8, 2026

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Earnings season is giving investors a fresh look under the hood of the companies driving the markets. With roughly 20 holdings across my three portfolios reporting results this past week alone, the focus has shifted from headlines to fundamentals. Strong reports from major technology companies like NASD:AAPL continue lifting both individual stocks and the broader market, while weaker guidance can quickly shift sentiment the other way. This week’s commentary looks at what earnings reports really tell investors, what I focus on when analyzing them, and how the latest results helped shape the markets this week.

Weekly Update for the week ending December 5, 2025

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Will Santa Show Up for the Markets This Year?
Typically, September and October are considered two of the softer months for the markets, while November and December are traditionally stronger. This year has been the opposite, with a surprisingly solid September and October. By the end of October, I was feeling optimistic – with two of the more volatile months in the rear-view mirror, a strong finish to the year seemed likely. Unfortunately, that optimism didn’t pan out, as November came in weaker than usual and barely avoided slipping into the red.

Now December is here, and I’m not sure what to expect. December is usually a strong month for stocks, thanks to what’s known as the Santa Claus Rally. But some analysts are suggesting we may not see Santa’s visit this time around, which got me wondering why a month that’s typically upbeat might fall short. So why do analysts think Santa may sit this year out? Let’s take a brief look – but first, what makes December a strong month?

Weekly Update for the week ending April 4, 2025

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For the past few weeks, I’ve been talking about tariffs – what they are, how they affect consumers, and how they affect the Canadian dollar. But tariffs rarely happen in isolation. When one country imposes them, the other often fires back with its own set of retaliatory tariffs. With this week’s announcement of sweeping US tariffs on imports from almost all trading partners, it’s the perfect time to discuss the next round of the trade war: counter tariffs.

Weekly Update for the week ending July 12, 2024

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Mr. Powell goes to Washington In a week of high anticipation, US Federal Reserve (Fed) Chair Jerome Powell took center stage in Congress, providing crucial updates on the future of rate cuts. During his Senate testimony on Tuesday, Powell expressed optimism as inflation approached the Fed’s 2% target, signaling potential for future rate cuts. He […]