Mike’s Musings

The World Economic Forum this year became a tale of two Davoses. Inside the main Congress Centre, a record number of attendees, including 850 CEOs, 80 tech billionaires and founders, hundreds of ministers and 65 heads of government spent the week hearing...

A narrative spun that a recession was nearly unavoidable for a country that had become so dependent on a trade partner who now looked to sever parts of its economic relationship. And yet, Canada’s economy did not collapse. There were no two quarters of...

A Word from Mike Hello, Markets have entered the new year digesting a steady stream of headlines, underscoring the importance of staying focused on fundamentals. I discuss geopolitics, corporate earnings, and monetary policy in more detail below. Geopolitical...