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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The Yen carry trade unwind threatens global markets

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Pipeline politics meets demand reality

Alberta and Ottawa’s sweeping new energy accord, signed by Prime Minister Mark Carney and Premier Danielle Smith, is being framed as a nation‑building effort...

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Nvidia earnings: strong results, stronger expectations

Nvidia once again reminded investors why it sits at the center of today’s market narrative....

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The AI boom launches into space

EVOLUTION OR DELUSION?...

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Quantum computing: the "Next AI" for investors?

Quantum computing is back in the spotlight this week, with earnings from pure‑play companies and new breakthroughs from IBM....

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The Bank of Canada cuts again but fails to address housing

The Bank Cuts Again — But the Real Problem Is Housing...

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China rare earth grip tightens

The global fight over rare earth elements has entered a new and dangerous phase. China holds the advantage—and Washington has few good options....

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Canadian auto industry faces creative destruction

The Canadian auto industry is in deep trouble. Donald Trump’s new tariffs threaten cross-border trade — and U.S. automakers are already moving production south....

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Canadian pipelines: good bad ugly and nightmares

Pipelines: The Good, the Bad, and the Ugly. ​​​​​​​Another pipeline fantasy rises from the political graveyard....

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Cut throat competition in China could spread worldwide

China’s War on “Involution”...

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