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Weekly Update for the week ending January 9, 2026

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

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 December 5, 2025

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 November 21, 2025

Nvidia Saves the Day
Heading into this week, investors were nervous. Many were worried about a possible artificial intelligence (AI) bubble and that valuations for leading AI and technology companies had gotten overheated. All eyes were on the star of the emerging AI industry — Nvidia (NASD: NVDA). Would the company beat, meet, or miss its revenue targets? And perhaps just as important, what did it expect for the next quarter?

Nvidia isn’t just another technology company, it’s the engine behind the AI boom and, at times, the most valuable company on the planet. Its chips power everything from ChatGPT-style AI to self-driving cars to the massive datacentres that keep the digital world running. When Nvidia reports earnings, markets pay attention because it often sets the tone for the entire technology sector.

Weekly Update for the week ending November 14, 2025

The US Government Reopens – What It Means for Investors
The US government had been shut down since October 1 and finally re-opened on November 13. In my October 1 Weekly Update, [link to oct 1] I talked about what caused the shutdown and what the likely impacts might be from an investing perspective. Now that it’s over, it’s a good time to look at what ended the standoff — and what it means for us as investors.