Insights & Newsletters

Key takeaways Canada and the U.S. are each other’s largest minerals trading partner, amounting to $146 billion in bilateral trade1. The U.S. is 100% import reliant for 12 of its identified list of 50 critical minerals, and net import reliant (>50%) for...

For those clients that were able to attend my anniversary celebration last December, the highlight for me was to have my friend, Jim Allworth speak to my clients directly and in person. Jim has over 50 years of experience and has influenced my thinking...

Given the volatility we are witnessing in the markets today, I wanted to share my thoughts and my plan to deal with it. As you have heard me say many times, I view these dislocations as opportunities and this is one I fully intend to take advantage of...

As of yesterday, the US market was officially in correction territory being down 10% from it’s recent high in mid-February. Year to date, the S&P 500 is down just under 5% including today. The Canadian stock market is down less than that, believe it or...

The Bank of Canada lowered its benchmark interest rate again in March, this time to 2.75% from 3%.

The effective U.S. tariff rate is now at its highest level since the 1940s after U.S. President Donald Trump signed an executive order to impose 25% tariffs on Canada and Mexico on March 4. A new order was also signed for China, increasing tariffs to...

Although trade policies are evolving and government responses remain uncertain, here is a summary of what we know.

The U.S. administration has implemented blanket tariffs on Canada and Mexico after a 30-day reprieve with 25% on all imports except 10% on Canadian energy. An additional 10% tariff on China is also planned. Canada has been hit with its largest trade shock...

This update will be shorter than usual but I wanted to reach out to you and give you my thoughts. When historians look back on this day, I am confident that it will be viewed as the first day of what the Wall Street Journal calls the "the dumbest trade...