Category Archives: Main Page

May’s US CPI at 4%–the lowest since March 2021–has increased the prospects of a Fed pause tomorrow; a July hike remains possible. But as I’ve pointed out for months, pauses are not bullish; historically, they’ve preceded the steepest part of … Continue reading →

The S&P 500 is up 11% YTD (below in brown); the Nasdaq nearly 33%; and the TSX is +2.5%. Under the hood, a 53% year-to-date average gain for the seven most expensive US tech companies has done the lifting (in … Continue reading →

With Canada battling horrible forest fires, there is good news: we have solutions to stop compounding the harm. Along with sending well wishes and support to those directly impacted, individuals are each called to evolve and help lead the change. … Continue reading →