Category: Uncategorized

Some of the biggest news today in the US has reporters turning their head North……to Canada of all places. With a looming strike at Canadian National and Canadian Pacific Kansas City ( CN and CPKC ) it has grabbed the attention of US lawmakers. This strike has very large implications for Canadians – and Americans…

Math used to be a pretty straight forward thing. 1 plus 1 used to equal 2, right? It seems today though, the answer to the equation depends more on what political party is presenting the math. The world is now a place where numbers are made to dance to fit a narrative that is being…

In todays tough economic landscape, we are often hit with conflicting information, differing stats, and pieces and parts of data that are hard to connect. Depending of where you get your information from it can be difficult at best to put together a sense of where we are going ,and more importantly how you can…

Turner, Barrett, and Fey are all famous Tina’s, but the TINA I reference is an acronym for THERE IS NO ALTERNATIVE. Canadian housing has TINA to thank for a lot of its run up. Let’s look. I get a lot of guff in my comments about how much I talk about investing, investments, and the…

Anyone that is my age can fondly remember getting a cold. Mom or dad would quite often pull out the Vicks Vapo Rub. The smell of that shit still haunts me to this day. It is the one smell almost everyone can identify instantly. The VIX we are talking about today though is exactly the…

Amazing what a couple of days can do to the human psyche!! If you had gone on vacation on Thursday to a remote island with no internet, and you landed back at Pearson airport tonight and turned your phone on for the first time, you would be in for a rude awakening. Over the last…

I could be asking about a lot of things here……Ice cream…….tacos…… lots of things. However, today I want to look at landings. Yes, that is what we are talking about here. Hard landings or soft landings. For months now people have been guessing, prognosticating, and wondering if we are headed for a soft economic landing,…

What a week it was in the markets. It seems what was once old is somehow new again. This week was a real game changer in financial markets, and there is a lot to unpack, so let’s take a look. There was a lot of corporate earnings out in the US all week, and they…

There comes a time in everyone’s life I suppose, whereby they wonder if they are getting old. I have found myself in this quandary. However, I now know with 100% certainty that I am indeed getting old. I know this because themes start to repeat themselves and circle the block. Nothing every really changes in…