Issue 45 – Peak Earnings Season: Part II
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
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
In the 4 months ended October 6, 2023, yields on 10-year Treasury notes rose 100 bps to 4.80%. Remarkably, this huge and rapid increase did
Northland Power (NPI-TSX) is a Toronto-based power producing company with operations in Asia, Europe, Latin America and North America. NPI owns or has ownership in
A few weeks ago, I argued that the real enemy of the market was the geopolitical crude oil wrecking ball and not the potential government
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