Key Takeaways U.S. Market Leadership Canadian Market Momentum Index Performance (YTD) (September 25th , 2025) Valuation Concerns Fed Chair Powell’s Caution Technical Indicators Small-Cap Risks Central Bank Shifts Labour Market Cooling U.S. Canada Inflation & Policy Outlook Portfolio Positioning Final Thoughts
Step behind the headlines as Richard and Brian act like referees in the financial arena—calling offsides, issuing penalties, and keeping the game fair. With no bias toward good or bad, every discussion is grounded in the clearest signal available: the movement of money. By following where dollars actually flow, they cut through noise and opinion to deliver fact-based insights, helping listeners understand the real forces shaping investment decisions and the markets.
https://vimeo.com/1111666187 Key Takeaways – August 2025 Market Overview U.S. markets up ~9% YTD, led by a handful of mega-cap tech names (~35% of S&P 500’s value). TSX up ~12.5% YTD, driven by financials and energy; potential BoC cut in September could provide...
MID 2025 OUTLOOK Cue the music as we pay homage to the Eagle’s classic Hotel California. Where the ‘dark desert highway’ leads to a shimmering light cascading on an economic labyrinth that could be heaven or hell! Enter the Tiffany-twisted consumer and her pretty,...
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Trying to make investment decisions while operating in a vacuous state is like trying to win at poker with a deck that keeps reshuffling itself mid-hand. A stray comment from a central banker, a vague tweet from a billionaire President, haphazard tariff headlines...
The forecasting business is premised on the position that “what-was-will-continue-to-be!” Within that framework, economists review historical precedents and assign probabilities to potential outcomes. The idea that predicting macro-economic outcomes is more art...
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
