Trump warns China could curb rare earth exports as supply chain risk returns
News Politics and Policy

Trump warns China could curb rare earth exports as supply chain risk returns

Economy Canadian economy

Canada jobs slump of -66k in August and ~7% jobless rate is flagged as a catalyst for easing

Investing Analysis

The 2026 outlook turns cautious as Canadian equities are seen weakening into Q1 on policy and housing strain

Savaria rides the aging in place theme as tariff overhang eases and cost program and new products roll out
Investing Stocks

Savaria rides the aging in place theme as tariff overhang eases and cost program and new products roll out

Dividend Aristocrats
Investing Stocks

Do Dividend Aristocrats Beat the S&P 500?

Layoff fears rise as the condo pipeline freezes and the next 12 to 18 months are flagged as “scary”
Economy Canadian economy

Layoff fears rise as the condo pipeline freezes and the next 12 to 18 months are flagged as “scary”

AI megacaps dominate with ~10 stocks driving ~70% of the S&P 500 and concentration risk rises
Business AI

AI megacaps dominate with ~10 stocks driving ~70% of the S&P 500 and concentration risk rises

Economy Canadian economy

Building costs bite as materials rise ~14% YoY and labor shortages halt sites

$6 B Lost in One Hour, $19 B Overnight, Trump’s 130% China Tariff Triggers Crypto Crash
Crypto News

$6 B Lost in One Hour, $19 B Overnight, Trump’s 130% China Tariff Triggers Crypto Crash

News Politics and Policy

Policy shock hits housing as caps on foreign students and temporary workers drain the demand pipeline

Underground Banks Linked to $300B Global Fentanyl Scam
Trending Now

China’s Underground Banks Linked to $300B Global Fentanyl Scam via Canada, Report Says

Critics turn up the heat on Ottawa housing response as unsold inventory swells
News Politics and Policy

Critics turn up the heat on Ottawa housing response as unsold inventory swells

Business Strategy

SMEs weigh courier reliability against higher costs as postal uncertainty lingers

Canada adds 60000 jobs in September as manufacturing leads the way
Economy Canadian economy

Canada adds 60000 jobs in September as manufacturing leads the way

ARC Resources touts liquids rich gas and commits 100% FCF to investors despite project timing noise
Investing Funds

ARC Resources touts liquids rich gas and commits 100% FCF to investors despite project timing noise

Investing Multi‑Asset

Portfolio stance shifts to trimming megacap tech adding lower volatility names and bonds and considering a 25/75 cash and growth bucket

Aecon headwinds fade as legacy fixed price risks ease and a record ~$10B backlog builds across nuclear and infrastructure
Investing Stocks

Aecon headwinds fade as legacy fixed price risks ease and a record ~$10B backlog builds across nuclear and infrastructure

Enbridge and Pembina both appeal but Pembina gets the nod now with a new Alberta gas plant PPA tied to a data center buildout
Investing Stocks

Enbridge and Pembina both appeal but Pembina gets the nod now with a new Alberta gas plant PPA tied to a data center buildout

Business AI

AI capex boom thesis sees corporate spend reaching ~$2T per year by 2026 with manufacturing and professional services named winners

TC Energy gas pipeline backbone including Coastal GasLink to LNG Canada underpins the long term case
Investing Stocks

TC Energy gas pipeline backbone including Coastal GasLink to LNG Canada underpins the long term case

Brookfield Renewable rides hyperscaler PPAs with Microsoft and Google and the data center power boom
Investing Stocks

Brookfield Renewable rides hyperscaler PPAs with Microsoft and Google and the data center power boom

Tourmaline looks strong but pick shifts to liquids rich ARC Resources for deeper inventory
Investing Stocks

Tourmaline looks strong but pick shifts to liquids rich ARC Resources for deeper inventory

Ripple Expands Blockchain Footprint with Bahrain Partnership
Crypto Ripple (XRP)

Ripple Bahrain Footprint with Bahrain Partnership

Economy Canadian economy

Canada is further along the slowdown as mortgage renewals squeeze consumers

Investing Analysis

Play the power demand supercycle as utilities, pipelines, telcos and energy infrastructure lead

Investing Stocks

Trim Suncor and rotate to Canadian Natural Resources for newer lower decline assets and a higher yield

Investing Stocks

Dividend come first but new cash is hard to deploy at these prices

US vs Canada stocks
Investing Valuation

US stocks enter “mania territory” while Canada screens cheaper on valuation, says New Haven AM PM

Unions press Ottawa to hold firm on tariffs as talks stall over trade deal
Economy Canadian economy

Unions press Ottawa to hold firm on tariffs as talks stall over trade deal

Quebec moves to power new growth with Hydro expansion, mineral push and defense deals
Economy Canadian economy

Quebec moves to power new growth with Hydro expansion, mineral push and defense deals