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It just might be.

... and some quick thoughts on the proposed tariffs against Canada and Mexico.

Much depends upon the specifics, but here is a considered take on what impacts may be in store.

This week's volatility was not unexpected. Market volatility with an upward bias is likely in the cards through inauguration and beyond into mid 2025.

Trump's pro-growth policies are likely to drive markets through inauguration - but what about thereafter? What are the implications for client portfolios in 2025 and beyond?

... thoughts on tech earnings, employment and manufacturing.

Canadian Pacific Kansas City Ltd (i.e. "CP Rail") has been added with proceeds from last week's sale of Element Fleet Management. Also, non-partisan thoughts about the upcoming U.S. election.

Timely sales on a both the U.S. and Canadian side of discretionary client portfolios. Also, declining Canadian inflation in turn suggests declining Canadian interest rates which, further in turn, suggest a declining Canadian dollar.

Limited results so far suggest that earnings might well do their part to justify current market valuations.