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Op-Ed
Op-Ed
Sep 05 - 20257 min readAI's Summer Surge
From NVIDIA's blowout results to Google's antitrust ruling, an avalanche of stories swept over the AI landscape in August. So what does it all mean for the sector's long-term prospects?...
Op-Ed
Aug 07 - 202510 min readHere Comes the AI Revenue
Microsoft and OpenAI have just blown the lid off the idea that AI is pre-revenue. So what does this mean for Capex and Opex over the next year? ...
Op-Ed
Jul 29 - 20254 min readPower, Property, and Preferreds
As markets continue to reflect both resilience and uncertainty, it helps to focus on long-term risk/reward dynamics in areas like housing or AI infrastructure, where structural tailwinds may be underappreciated. ...
Op-Ed
Jul 17 - 20257 min readManufactured Chaos
With stock markets hitting both highs and lows, macro trends have been chaotic so far this year. Could a resurgent AI theme prove to be a major signal amid a bunch of noise?...
Op-Ed
Jun 16 - 20256 min readCapitol Clarity: Washington’s Stablecoin Shift and Why It Matters
For years, digital asset legislation in the U.S. has followed a familiar script: hearings with no follow-through, regulatory turf wars, and an industry stuck in limbo. That changed recently....
Op-Ed
May 27 - 20256 min readTariffs? What Tariffs?
Amid continuing volatility, it's important to find enduring long-term secular trends. Artificial intelligence is the most prevalent theme in the market right now, so what effect did earnings season have on its future?...
Op-Ed
May 20 - 20254 min readTariffs, Yields, and Treading Water
“Liberation Day” and its fallout made April a month to remember. The news prompted a lot of volatility, but not much movement. So what effect did it all have on the bond markets?...
Op-Ed
Apr 21 - 20255 min readCanadian Preferred Equity: The Best-Kept Secret in Fixed Income for High-Quality, High Income
In a market starved for income, where every basis point comes with baggage, one asset class is quietly punching above its weight: Canadian preferred equity....
Op-Ed
Apr 08 - 20257 min readThe World’s Most Dangerous Game of Chicken
The tariffs the U.S. is imposing will cause slower growth, higher inflation and increased uncertainty. But any negotiations could swing the market in the other direction quickly. ...
Op-Ed
Mar 14 - 20254 min readThe Trump Slump: Economic Uncertainty Fuels Market Turmoil
The past month has been a whirlwind for financial markets. Expectations for U.S. economic growth have taken a sharp turn downward, shifting from a "Goldilocks" scenario to fears of an economic downturn. ...
Op-Ed
Mar 07 - 20257 min readTech’s Overbuilding Dilemma
In the midst of a turbulent macro, we check on how the fundamentals of technology companies are shaping up. Could this steep selloff be an attractive entry point? Or is there more pain ahead?...
Op-Ed
Feb 07 - 20257 min readAI Stocks Took a Victory Lap Right Back to the Starting Line
The market was telling itself a story – a trilogy, if you will. The AI revolution is going to change everything; a rising tide lifts all boats, and it will be smooth sailing along the passage. Here’s where I like to play one of my favourite games: Two Truths and a Lie....
Op-Ed
Jan 28 - 20256 min readDeepSeek Shakes AI Market to the Core
DeepSeek’s R1 model introduces a disruptive method, potentially eliminating the first-mover advantage in AI by significantly lowering compute costs and resource requirements....
Op-Ed
Jan 16 - 202510 min readChasing Fireflies in the Dark
2024 wraps up another stepping stone year for AI. But it still feels like we were chasing fireflies in the dark. Each glimmer of insight appears fleeting, and catching one feels both elusive and rewarding....
Op-Ed
May 09 - 20247 min readCloud Monsters
In an era marked by historic market concentration and narrative-driven investor reactions, megacap tech companies, defying conventional growth constraints, are leveraging AI and cloud services to propel their expansion....
Op-Ed
Sep 05 - 20257 min read