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Including solid gains in long down-trodden Canadian dividend stocks.

It's been a good start to the year - particularly in the U.S.

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.