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
Mining, Periodic table, Critical minerals, China, U.S. Trade, Tariffs, Trump vs. Xi, Job revisions, Unemployment, BLS, Elon Musk and DOGE
Crypto, IPOs, Gemini, Deal market, Housing market, interest rates, tariffs, steel, Intel, SoftBank, Data centers, AI investment, Home Depot, earnings season, Wealth accumulation
Shopify, Canada's largest companies, Tariffs, Online sales, Corporate profits, warren Buffett, Behavioral investing
Earnings, Inflation, FED, goEasy, Hydro one, China, Tariffs, AI, technology companies, Alphabet, Chrome, Perplexity
China, Trade deficits, Trade deals, Trump, Carney, Canada, India, Russian energy, Apple investment, Economic issues, Interest rates, Great West Life Co.
Copper, Tariffs, inflation, Nvidia, Worlds Largest Companies, US Steel, Nippon Steel, Trump, CoreWeave, M&A
Warner Bros. Discovery stock, Carve outs, Streaming stocks, London Tech Week, Nvidia, Circle IPO, Crypto stocks, Bitcoin, Retail buyers, Housing market, Dallas housing inventory, ChatGPT vs. Wikipedia, Trade talks, China, Tariffs, Bond market, Treasury market, Gold, Central Banks
Europe, European Union, Tariffs, trade deals, Canada, Share buybacks, Behavioral theory
Bitcoin, Crypto, Largest Bitcoin holders, Salesforce, Informatica, M&A, U.S. Steel, Trump, Nippon Steel, Tariffs, Government Revenue, Saylor, MicroStrategy, Fannie Mae, Mortgage Crisis, Nvidia
Tariffs, trade deals, China, Movie tariffs, Carney, trump, Earnings, Uber, Fund manager survey, Oil prices, Parkland, M&A