As we reported in our November 13 letter, last week saw a slew of earning reports from several major retailers. Investors and analysts closely followed
Retail sales have remained strong in the U.S. despite a supposed deteriorating economic backdrop. Data from September indicated a month-over-month (MoM) increase of 0.7% which
A sparse docket of economic data prints has left the market at the mercy of Fedspeak. It appears that a suite of top Federal Reserve
With five of the “Magnificent Seven” already reporting their third quarter results, all eyes turned to Advanced Micro Devices (AMD:NASDAQ) reporting last Tuesday, and Apple
Stocks kicked off an eventful Halloween week with big gains across the board from day1, all 11 sectors of the S&P 500 having closed in
“Magnificent Seven” group of stocks. The group, which includes Tesla, Alphabet, Microsoft, Meta Platforms, Amazon, Apple, and NVIDIA has undoubtedly been the market leaders in
We all have problems with predictions, specifically about where the economy is heading, not least whether a business downturn is in our midst. This does
It would be an understatement to say that renewable energy stocks in Canada have felt the pain from eighteen months of central bankers aggressively raising
Over the long term, which I define as 5 years, market returns on cash and Treasuries have been underperforming assets compared to equities. Nonetheless, rising
Alimentation Couche-Tard (TSX:ATD) owns and operates convenience stores under the Couche-Tard, Circle K, and Ingo brand names. The Quebec-based company opened its first store in
Bond and Gold prices rallied impressively at the beginning of last week. Yields on 10-year Treasury notes fell as low as 4.50% from a recent
The warm weather seems to be behind us and we find ourselves firmly in the final quarter of 2023. In Q3 we saw a mild
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