Section
Canadian Market
4128 posts
The Portfolio Nobody Told You to Build
Listen on The Move What if the investing rules that protected you for 40 years just stopped…
Canada's Economy Holds Its Ground: February GDP Points to Quiet Resilience
Canada's economy continued to find its footing in February, with real GDP rising 0.2% — a result that…
A Maelstrom of Factors in the Midst of a “Drôle de Guerre”:
by Hubert Marleau, Market Economist, Palos Management Last week, I wrote: “It is plausible that the record-breaking rally…
Mullen Group’s Quiet Surge: The 63% Gainer Advisors Are Starting to Notice
by SIACharts.com Mullen Group Ltd. has strengthened within the SIA/TSX Capped Composite Index Report, currently ranking 30th out…
Brian Belski: Follow the fundamentals, this is a healthy market environment
Noise is not signal. That distinction — simple to state, difficult to act on — sits at the…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Semiconductors: Where AI Demand First Becomes Visible
by SIACharts.com The artificial intelligence cycle may be observed initially through semiconductor markets, where computing demand tends to…
Hormuz Reopening Won't Mean Immediate Normalization
Broken supply chains will need time to heal.
Basinger: Top of Mind
by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments The missile and drone launches have…
Paul Kornfeld: Don't Fight the Market—Align With It
Listen on The Move When cash is outranking U.S. equities and gold sells off when it's supposed…
Succeeding Unconventionally
by William and Cole Smead, Smead Capital Management John Maynard Keynes published his famous title The General Theory…
The Clock Underground
Iran's Oil Fields Face a Damage Threshold That No Ceasefire Can Reverse
BMO's Brent Joyce: The Smartest Thing You Can Do in a Geopolitical Crisis Is Also the Hardest
Markets don't wait for certainty. And neither, it seems, does Brent Joyce. On a recent Monday morning already…
The Bull Market Nobody Owns — And Why It's Just Getting Started
Meb Faber on Regime Change, the Concentration Trap, and the Portfolio Built for What Comes Next
Is BMO Leading the Next Bank Rally? Inside the Stock’s Quiet Surge
by SIACharts.com Bank of Montreal continues to demonstrate strong relative strength, holding a top-tier SMAX score of 10/10…
A Fragile Pause Meets Its Biggest Test — Our Weekly Digest April 20, 2026
Forward-looking analysis of this week's most important investment themes The central tension we’re watching entering the week of…