Blog

Good afternoon, Regarding the Market’s mood: This year’s market seems to be forecasting a mild recession at worst and wants to get out in front of the recovery before the slowdown even gets here. It’s as though it anticipates any slowdown as a detour...

Good afternoon, Aleksandr Solzhenitsyn is most famous for his masterpiece, The Gulag Archipelago, but he also wrote a few other stinging critiques of his Soviet homeland including his fictional work, In the First Circle. As the name implies, the story...

Good afternoon, Today, a little more on the ever-present US election news, including a quick 10-minute Audio commentary. (Warning: The tape sounded scripted to me…soooo… maybe don’t listen to it while driving or operating a backhoe. There’s a good chance...

January is prediction month. It’s cold! Hauling out the garbage this morning, that biting -39 Celsius nearly froze my face right off in seconds. Chilling relations -- the political-economic newsfeed has potential to get as weird this year as it’s been...

A good week in markets, and a long-ish write-up today, only mostly boring. 2023 Fall Economic Statement to be tabled Nov. 21. If you’re the sort who likes to watch time-lapse scalp infections on YouTube, stay tuned for the 2023 Fall Economic Statement...

Good morning, Plenty to digest on the news front this week, some financial impacts covered in the following two pieces. RBC Capital Markets Global Commodity Strategy & MENA Research Special Report: Israel-Hamas War Middle East expert Helima Croft, who...

Good afternoon, getting right to it, here’s this past week’s financial news: Eyes wide shut? It looks like it’s back to basics for the U.S. House of Representatives and the clock is ticking. The stopgap funding deal keeping the government open expires...