Why can a company beat earnings expectations and still see its share price fall? From Netflix to Nvidia, the answer comes down to what investors expect next. Strong results don’t always translate into strong returns, especially when future growth is already priced into a stock.
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Weekly Update for the week ending October 16, 2026
The bull market has turned four, with the S&P 500 more than doubling since its October 2022 low. AI investment and resilient economic growth have fuelled the rally, but can corporate earnings keep pace with expectations? Let’s take a look at what’s driven the gains, how this bull market compares with previous ones, and what could lie ahead.
Weekly Update for the week ending August 28, 2026
The AI Revolution: Understanding the Technology Behind the Investment Boom
Why are companies willing to spend hundreds of billions of dollars on AI? The answer comes down to competition. From Google’s AI-powered Search to Walmart’s use of AI to improve productivity and the customer experience, businesses are looking for ways to reduce costs, increase revenue, and gain an advantage over their rivals. In Part 6 of The AI Revolution, we explore why the fear of falling behind may be just as powerful a force behind today’s AI spending as the potential rewards.
A Brief History of the North American Stock Exchanges
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 16, 2026
Under Pressure: Fed Independence Under Fire
With apologies to Queen and David Bowie, the US government has turned up the pressure on the US Federal Reserve, and on Chair Jerome Powell in particular, to fall in line with President Trump’s push for lower interest rates. For investors, the question isn’t politics – it’s how this could rattle markets and shake confidence in US interest rates.
Weekly Update for the week ending September 5, 2025
September Slump: Will This Year Be Different?
September has a bit of a bad reputation on Wall Street. Historically, it’s the weakest month for stocks – a pattern often called the “September Effect.” Unlike other market drops tied to clear events, this is more of a seasonal trend. Some say investors pull back after the summer rally to lock in profits. Others point to mutual funds and big institutions rebalancing portfolios ahead of year-end, which adds selling pressure. Add in traders returning from summer holidays with a cautious outlook, and September has often leaned negative.
History has delivered some painful reminders. In 2008, during the financial crisis, the S&P 500 plunged nearly 9% in a single September. In 2001, the 9/11 attacks triggered a steep selloff. More recently, in 2022, the index slid almost 10% as rising interest rates rattled investors.
So, what could make this September another challenging month?