Moses Supposes His Toses are Rose

 January 23, 2026 |Mark Ryan
Good afternoon, Top Risks for 2026: This report (below) from RBC, was not written about Davos per se, but came out just before it, and touches on many of the themes we’ve seen dancing across our screens all week, not as with a script but with overtones...
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Street food

 January 16, 2026 |Mark Ryan
Good afternoon, I mentioned snowbirds last week but could have added that more than a few have also grown tired of it. Data below, from Bloomberg, shows growing Trump fatigue among Canadians with the means to travel. Canadians took 28% fewer trips to...
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Fresh Takes

 January 12, 2026 |Mark Ryan
Good afternoon, and Happy 2026! Several of my clients and a few friends are heading to sunny and warm climes this month, and not coming back until weather is more palatable. That seems fair, given they have worked so hard here many winters on end. But...
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