Thoughtful stories —
Modern thinking to guide your way.
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Op-Ed
Apr 13 - 20269 min readScarcity Wins
Q1 2026 rewarded scarcity over stories. Oil surged, gold fell, software sold off, and semiconductors split. The AI trade remains physical — memory, optics, power, and infrastructure are the new winners. HALO stocks lead; narrative stocks lag....
Market Ethos
Apr 13 - 20266 min readNavigating the Noise
Financial content has become increasingly extreme because creators are paid for engagement, not accuracy. Investors should identify trusted sources, understand their incentives, and avoid overreacting to sensational headlines that often trigger market overreactions....
Market Ethos
Apr 06 - 202612 min readWar: Easier to Start than Finish
While markets swing daily on geopolitical headlines, underlying fundamentals remain healthy — creating real opportunities for patient investors in beaten-down sectors like U.S. software and Canadian materials....
Op-Ed
Apr 03 - 20265 min readOn Stable Ground
While volatile crypto markets have dominated headlines, stablecoins have quietly crossed $300 billion in total supply and are fast becoming critical infrastructure for payments, settlement, and tokenized finance....
Portfolios With a Purpose
Mar 31 - 20267 min readThe Income Illusion
Income is one of the most sought-after features in portfolios today. But are investors trading long-term pain for short-term gain?...
Market Ethos
Mar 30 - 20267 min readDip Buyers, Where Art Thou?
As conflict in the Middle East saps confidence, fewer investors are buying the dip. Are stretched markets to blame, and what can help reverse these topsy-turvy market trends?...
Op-Ed
Mar 27 - 20266 min readThe CLARITY Act’s Stablecoin Compromise: A Short-Term Concession for a Long-Term Win
Lawmakers look set to ban passive yield on stablecoins as the Digital Markets Clarity Act makes its way through the U.S. Senate. Don't let the caution fool you: this bill may be the most important regulatory development for digital assets since the GENIUS Act....
Market Ethos
Mar 23 - 20266 min readMarch on the Dip
Ongoing hostilities in the Middle East are testing the markets' resolve. Will investors play it safe, or is now the time for some dip buying?...
Market Ethos
Mar 16 - 20264 min readCanadian Bank Run
Bank stocks have gone on an epic run over the past few decades, outperforming both the TSX and the S&P 500. But is there much room for growth, and what are the potential alternatives within Canadian Financials?...
Op-Ed
Mar 10 - 202610 min read