June was a reminder that markets don’t always move on a single headline. Geopolitical tensions, soaring oil prices, renewed inflation concerns, and shifting interest rate expectations combined to reshape market leadership. While the DJIA and TSX continued to climb, the S&P 500 and Nasdaq stumbled as investors reassessed high-growth technology stocks. In this month’s review, we look at the forces that shaped the markets and see how my three portfolios performed along the way.
Tag: wcp
Weekly Update for the week ending June 12, 2026
What’s Priced In? Why Markets Don’t React the Way You Expect
One of the biggest early lessons in investing is that markets don’t react to headlines—they react to expectations. Understanding what’s already “priced in” can completely change how you read market moves.
Weekly Update for the week ending July 4, 2025
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 April 18, 2025
After everything that’s gone down in the markets over the past couple of weeks – wild swings, big headlines, and whispers of manipulation – I figured it was a good time to talk about something that doesn’t come up often enough: how the stock market can be manipulated, and what that actually means for us investors.
Weekly Update for the week ending March 28, 2025
Economists and analysts have been bringing up the word ‘stagflation’ lately – and that’s not a good thing. It’s an economic scenario no one wants, where growth stalls while prices keep rising. The term might sound complicated but understanding it now can help you avoid surprises later. So this week, I thought I’d go over what stagflation is and explain it in a way that’s easy to understand.
What is Stagflation?
Imagine you’re driving in bumper-to-bumper traffic – moving painfully slow – but at the same time, your car’s engine is overheating. That’s basically stagflation in economic terms: the economy isn’t growing much (or at all), but prices keep rising. Normally, inflation happens when the economy is booming, and a slowdown helps cool things down. But stagflation flips the script, combining slow growth with rising costs – something that can leave consumers squeezed and businesses struggling.
Weekly Update for the week ending March 21, 2025
How Tariff Wars Are Impacting the Canadian Dollar—And What It Means for Us
With all the talk about tariffs and their effect on the Canadian and US economies, I started wondering – what do these trade battles mean for the already weak Canadian dollar? My first thought? It can’t be good. But that made me realize I wasn’t entirely sure how tariffs influence our currency or what that means for us as consumers, businesses, and investors. As Daenerys Targaryen would say, “Let’s begin!”