The Monthly Commentary – November 2025
Mining, Periodic table, Critical minerals, China, U.S. Trade, Tariffs, Trump vs. Xi, Job revisions, Unemployment, BLS, Elon Musk and DOGE
13
11, 2025
23
10, 2025
Alternative Quarterly Commentary – Q3, 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets
15
10, 2025
The Quarterly Commentary – Q3 2025
PE ratios, Valuations, Tech Sector, Nvidia, Gold, Concentration risk, Markets, Warren Buffett, Berkshire Hathaway, Buffett Indicator, Investor bias during meltup
15
09, 2025
The Monthly Commentary – September 2025
Mining, Periodic table, Critical minerals, China, U.S. Trade, Tariffs, Trump vs. Xi, Job revisions, Unemployment, BLS, Elon Musk and DOGE
18
08, 2025
The Monthly Commentary – August 2025
Shopify, Canada's largest companies, Tariffs, Online sales, Corporate profits, warren Buffett, Behavioral investing
21
07, 2025
Alternative Quarterly Commentary – Q2 2025
Trade wars, private companies, private real estate, exits in private equity, hedge funds, alternative assets
9
07, 2025
The Quarterly Commentary – Q2 2025
S&P 500, Nasdaq, Valuations, Price to Earnings ratios, Earnings, Dividends, Bell Stock, Balanced portfolios, Tariffs, Real estate, Fixed mortgage rates, Past repeats the present
10
06, 2025
The Monthly Commentary – June 2025
Europe, European Union, Tariffs, trade deals, Canada, Share buybacks, Behavioral theory
13
05, 2025
The Monthly Commentary – May 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
14
04, 2025
The Quarterly Commentary – Q1 2025
Nasdaq, S&P 500, Bear markets, Automakers, Tariffs, Market risk factors, Cars sold by country, Linamar
