Our Blog

Shares of Nvidia have accounted for 1/3 of the return in the S&P 500 so far in 2024.

A slew of economic readings - particularly on inflation - dipped this week.

Reflecting divergent economic trajectories between Canada and the U.S., rate policy also begins to diverge.

After a rip-roaring May through mid-month, some sort of pause and pullback was inevitable. Meanwhile, should the BoC cut as is widely expected, this will provide needed support for higher-dividend yielding Canadian stocks.

Moderna's vaccine and therapy pipeline is beginning to blossom.

The title says it all...

Mortgage payments for many homeowners are set to rise - egregiously in some cases. This will be another headwind for the Canadian economy, and rationalizes the recent and soon to come portfolio tilts in favour of the U.S.

There was lots of economic, Fed and company specific news to comment upon this week. Let's get to it!

Client holdings Alphabet/Google, Microsoft and Union Pacific in particular delivered the goods this week.