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
10, 2025
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
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
12
03, 2025
The Monthly Commentary – March 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
11
02, 2025
The Monthly Commentary – February 2025
Canadian equities, Energy ETFs, TSX stocks, Uranium, Investor bias, Timber stocks, Trade wars, Tariffs
16
01, 2025
The Q4 Commentary 2024
FED, yield curve, FOMC meetings, Draft Kings, Betting, SPACs, Shipping stocks, China, Investing resolutions