The Weekend Notebook

Thoughts, views and opinions as current events unfold: With topics taken from current market events and my latest book — When the Bubble Bursts: Surviving the Canadian Real Estate Crash (Dundurn: March 2015)  and my first book Investment Traps and How to Avoid Them (1999) — this short piece will give you unique and valuable insights filtered by my thirty-six years’ experience as an investment professional.

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Lofty valuations for Tesla are at risk

Jul 25, 2025

Tesla: Lofty Valuation, Slipping Fundamentals...

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China’s auto industry is about to crush the competition — and Ford’s CEO knows it

Jul 18, 2025

Chinese automakers are rapidly dismantling the global pecking order—and there’s growing evidence they’re about to take the top spot....

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Tariffs miss the mark on U.S. copper

Jul 11, 2025

Copper prices surged this week after Donald Trump announced a 50% import tariff starting August 1...

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Clean energy reclaims market leadership

Jul 04, 2025

At the start of the year, the narrative was straightforward: fossil fuel producers stood to benefit from supportive domestic policy...

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