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Mike’s Musings
Turning the Tables: How Canada can shake off the U.S. softwood lumber dispute and grow the sector
March 28, 2025
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Ajay Nandalall
Canada’s intractable softwood lumber dispute with the U.S. has long cast a shadow over the country’s promising forestry sector. However, reimagining its potential, building a value-added industry, and seeking new markets could be the playbook that Canada...
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Canada’s housing market retreats amid trade war
March 19, 2025
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Robert Hogue
The threat of U.S. tariffs has become top of mind for those considering buying or selling a home in Canada. Concerns about the significant damage that hefty tariffs would inflict on the economy prompted many buyers and sellers to hit pause in February—leading...
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Mike's Musings - July 13
March 06, 2025
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Mike Wilkie
Summer is flying by and I hope everyone is getting out there and enjoying it. The rainy cold winter we had is now a distant memory. There continues to be a lot going on in the political world but the markets are taking it all in stride. The fundamental...
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Mike's Musings - Oct. 4th 2019
March 06, 2025
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Mike Wilkie
Hello, With the recent volatility in the markets, many clients have been asking about gold. I continue to find gold a very difficult investment to time as well as to value. I would have thought, as many others did, that during the financial collapse of...
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Mike's Musings
March 06, 2025
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Mike Wilkie
I was reviewing my calendar this morning and realized I have been working at home for seven weeks now. Wow. As much as I like the no-commute, I am starting to feel a little isolated. My dog used to have free reign of my office space during the day while...
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Thoughts on the latest market movement - Mike Wilkie
March 06, 2025
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Mike Wilkie
Hello, These are known as the dog days of summer, but increasingly they feel more like bull days. U.S. stocks have tested new highs, despite a resurgence in COVID-19 cases and an acceptance—in the words of virus-skeptic Donald Trump—the pandemic will...
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Mike's Musings - June 1
March 06, 2025
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Mike Wilkie
Today is “sprinkler day” at my son’s school. The kids put on their swimsuits, head onto the field and the principal turns on all the sprinklers. They have an absolute blast running around and getting soaked with water. I think this is a great way to relieve...
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Mike's Musings - June 22
March 06, 2025
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Mike Wilkie
Yesterday marked the beginning of summer as many people celebrated the longest day of the year in the sunshine. The weather was beautiful and on the way back from my son’s basketball practice, we stopped by a lake near our house and went for a swim. My...
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Mike's Musings - Jun 29
March 06, 2025
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Mike Wilkie
Hello, It has been a very busy week and the political cannonballs continue to be tossed back and forth. This is starting to feel predictable. Long term fundamentals seem to be intact and as long as that continues, we will continue to ignore the latest...
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Mike's Musings - March 2
March 06, 2025
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Mike Wilkie
Jamie Siminoff was working on an invention in his house and realized he was wasting a lot of time answering the front door only to tell solicitors to go away. This gave him the idea to create a doorbell with a built-in camera that was connected to the...
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