[Spring 2026 GPS] AI: A Bubble, a Boom, or Both?

What's behind the A.I. rally in the stock market? Find out inside....

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[Spring 2026 GPS] Technical Recession With Decreasing Unemployment!

A quick overview of current economic indicators and what they mean for Canada going forward....

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[Spring 2026 GPS] Deal Or No Deal?

A look at how the Iran war situation has shaped out so far for the global economy.....

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What Markets Know That Headlines Don’t

Geopolitical headlines keep getting louder, but equities are staying calm. Learn how history, earnings and artificial intelligence (AI) explain the disconnect....

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Emerging Markets Rebound Despite Energy Risks

A strong rally in emerging markets may be masking risks tied to oil prices and inflation. Explore these vulnerabilities and whether the recovery is likely to last....

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Uncertainty Weighs on Equities (Again): Lessons from Past Market Cycles

Geopolitical conflict, oil prices, and midterm elections may keep investor sentiment cautious—but history shows there’s reason for hope....

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[Winter 2026 GPS] Canada: A Long Way To Go, But There Is Hope

We continue on the theme of Canada's opportunities to establish a strong independent economy and the challenges along the way...

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[Winter 2026 GPS] The US: Still the Land of Unpredictability

In last year's newsletters we indicated that the Trump Administration's trade and foreign policies would engender a climate of unpredictability for financial markets until term ends in 2029. Unfortunately we've been correct so far!...

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Rethinking Downside Protection in Fast Markets

Markets don’t fall for the same reasons twice. Find out why downside protection is often an illusion—and why speed matters more than style or sector selection....

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