RBC insights

While a lot has happened to, and within, various stock markets since election day in America (and we touch on that briefly at the start here), the most interesting potential opportunity going forward in our opinion lies elsewhere as participants in this...

As we enter the home stretch of this U.S. Presidential Election, we find ourselves in an overall market environment that is both constructive but vulnerable to a surge in volatility. Here to talk about this set-up, how we deal with elevated market volatility...

A lot gets covered off in our latest video but there's a lot going on worth covering! Our main topic looks at a story that first broke Friday, Sept. 20 involving an infamous island in the U.S. that we don't think got as much attention as it deserved given...

While not much has changed from our perspective since the last time we provided a video update, we do sit today at a point that we haven't experienced in four and a half years, and this has important implications for the market going forward.

It's been a tough few weeks since the middle of July, but the pain and the selling was mostly orderly in nature - that is until we got to Monday, August 5th and saw (by one measure) capitulatory selling to a degree that's only ever been seen twice before...

In our last video we talked about how the second half of 2024 might play out, and some things we might see along the way. Little did we know that soon after, some of those musings would start to play out very quickly and very violently, and while there's...

After another very positive first half of the year (one that was very similar to 2023), the set-up into the second half features a number of interesting factors and historical precedents all coming together to create an interesting backdrop with a lot...

There is bifurcation that is now starting to occur in the world of technology stocks, and this may have a lot to do with just sheer size. Also, another chapter has been logged in the ongoing inflation story.