Market Factors: Water, labour and power shortages bring opportunity while threatening AI expansion
The first section of this Market Factors highlights the myriad shortages that threaten the AI buildout while providing…
Market Factors: Canada still standing – top performers one year out from Liberation Day
This edition of Market Factors takes stock one year after Liberation Day. The economy got dinged by trade…
Market Factors: Major systemic risk dings domestic pension funds
This edition of Market Factors begins with a Morgan Stanley assessment of private lending’s threat to the global…
Market Factors: How to profit while protecting your portfolio from an AI collapse
This Market Factors starts with a pair trade to keep upside from U.S. stocks while profiting from a…
Market Factors: AI’s fading promise (for now)
This edition of Market Factors starts with the belief that AI will proceed like every other tech trend…
Market Factors: Eyeing a recovery in railway stocks
It’s been a tough year for the Canadian rails, which are trading at some seriously depressed valuations. This…
Market Factors: Natural gas setup looks really promising
In this edition of Market Factors we start with why the depressed natural gas sector may turn out…
Market Factors: Everything is …. fine?
In this edition of Market Factors we will start with the details on a shockingly good U.S. earnings…
Market Factors: The best way to invest in private equity
Open this photo in gallery: Price discovery can be an issue when it comes to private equity, as…
Market Factors: I’ve been disrespectful to the TSX
In this edition of Market Factors I discuss the ways I’ve been overrating U.S. stocks at the expense…
Market Factors: My two biggest investing mistakes ever
In this edition of Market Factors I use merger and acquisition activity in cybersecurity to sheepishly recount the…
Market Factors: Some very bad advice from a venture capitalist
In this edition of Market Factors we’ll show some great guidance for markets and life from venture capitalist…