Happy Holidays

December 2024

December 31, 2025 |R. Matthew Lauer

Our Insights: Gratitude & Growth

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Canadian Housing: A Story of Changing Demographics

November 2024

November 29, 2024 |R. Matthew Lauer

Our Insights: Market Shifts

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NBER recession indicators

September 2024

October 02, 2024 |R. Matthew Lauer

Our Insights: Goldilocks Economy

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S&P disaggregation

July 2024

July 31, 2024 |R. Matthew Lauer

Our Insights: Broadening Earnings

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Probability of recession within the next 12 months

June 2024

June 27, 2024 |R. Matthew Lauer

Our Insights: Recession Compression

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rising canadian business insolvency filings

April 2024

April 29, 2024 |R. Matthew Lauer

Rising Canadian business insolvency filings. Federal Budget increase in capital gains inclusion rate from 50% to 66.7%. The BoC hints at rate cuts, which could potentially weaken the loonie. Behavioural Economics reminds us of prudence.

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small-vs-mid-vs-large-valuations

February 2024

February 29, 2024 |R. Matthew Lauer

Unveiling Economic Trends: Global Small-Cap surges, AI Evolution, and Private Equity Assessments.

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