Insights

Today's Thoughts: Omicron Selloff Stock markets were down on Friday on due to concerns over the Omnicron variant that were exacerbated by low liquidity. It looks as though we are going to have a bit of a bounce back today as news trickled out over the...

Today's Thoughts: A Perfect Storm Kind of a perfect storm kind of day. We have some uncertainty that has been introduced into the world and a lack of liquidity. On the uncertainty front, investors are very concerned this morning by the Nu variant of Covid...

Today's Thoughts: Hurrying Market wise, it’s going to be a slow day. US markets are closed for Thanksgiving (Happy Thanksgiving to our friends and clients in the United States). The Canadian market might as well be closed with most professionals coming...

Today's Thoughts: Oil & HELOCs Oil – We got a few questions yesterday about the impact of the US releasing some of its Strategic Petroleum Reserve. President Biden ordered 50MM barrels to be released to try and combat high gasoline prices. This won’t...

Today's Thoughts: The TSX Might be a shorter note than usual today (certainly a more rushed one). I’m the designated “clicking” parent this morning. Meaning that at 8:00 I’ll be on the provincial health website to get a vaccine appointment for my older...

Today's Thoughts: Spin Offs Kind of a disjointed set of thoughts this morning. As a reminder, US Thanksgiving is on Thursday, as such, I would expect volumes later this week to be low at best. If you have something you need done in the markets, my advice...

US SPACs – Something that we have been trying to do over the past few weeks (with admittedly less success than I’d like) is buying a basket of US SPACs, which stands for Special Purpose Acquisition Corporations. You can think of SPACs as a blank cheque...

Today's Thoughts: Electric Cars and Google Electric Cars and Google – Just a general thought exercise this morning. Electric pickup truck company Rivian closed last night with a market cap of about $127BB. Now the company has only sold 12 vehicles in...

Today's Thoughts: Trusted Contacts Trusted Contact Persons – A few weeks ago I mentioned that securities regulators had come up with some new rules that were going to be rolling out towards the end of this year. This morning, I want to go over one of...