Category Archives: Main Page

Canadian insolvencies on the rise

Posted on May 12, 2026 by Danielle Park

Last week, we learned that Canada lost 47,000 full-time jobs in April, while part-time employment edged up by 29,000. April’s loss means Canada has shed jobs in three of the first four months of 2026, for a total of 112,000 … Continue reading →

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A few observations to start another week

Posted on May 11, 2026 by Danielle Park

A few charts to illuminate the start of another week. First, another look at the record overvaluation in tech and tech-related companies (dark blue below via topdowncharts.com) versus the S&P 500 traditional cyclicals (light blue) and defensive sectors (black) since … Continue reading →

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Consumers are dead, long live AI!

Posted on May 8, 2026 by Danielle Park

Happy Friday! The S&P 500 has soared over 12% since the start of April, and 7% since the start of the Iran war, thanks to a +40% rebound in chip stocks. Half the rally has been accounted for by five … Continue reading →

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