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Weekly Update for the week ending July 11, 2025

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What’s BRICS, and Why Is It Back in the Headlines?

I first heard the term BRIC – referring to Brazil, Russia, India, and China – back in the late 1990s when I was researching high-growth mutual funds. The pitch was that these were fast-growing economies, and investing in a BRIC-focused fund would add a boost to a long-term portfolio. I ended up passing on the fund… and promptly forgot about BRIC.

Fast forward to today, and the term is back in the spotlight – this time with an “S” on the end, as South Africa officially joined the group in 2010. With BRICS now grabbing headlines again, I thought it was a good time to revisit what the group is and why it’s suddenly become a target of President Trump’s latest trade threats.

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.

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.

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 November 10, 2023

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Canadian Economic news, US Economic news …

It is earnings report season again, this time for the third quarter. The number of companies reporting in the three portfolios has been increasing steadily, reaching 35 this week. I admit it can cause one’s eyes to glaze over, however, these reports are crucial to understanding how the companies you own are faring.

With all the reports this past week, fortunately, there were no key economic reports in Canada or the US this past week. Otherwise, this Weekly Update would have gone on forever, writing it certainly seemed like it did. Sigh! 😊