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Portfolio Manager & Investment Advisor
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Is AI driving a market bubble? As enthusiasm for Artificial Intelligence has driven markets higher, some investors have begun to worry...
Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings...
The Bank of Canada delivered an expected 25 basis point rate cut today, lowering the overnight rate to 2.25%—the bottom of the neutral...
A new playbook for balancing bigger government with fiscal health We believe the context and composition of government spending matter...
