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 Mag 7 are the most expensive stocks ever by a wide margin

Mag 7: The Most Expensive Stocks in History...

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Powell only has bad and worse options

Powell’s Quandary: Bad and Worse Options...

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Bank mortgage lending created the Canadian housing bubble

Substantial acceleration in bank mortgage lending for residential real estate was essential in creating the Canadian housing bubble. Now that the housing bubble is bursting new mortgage lending could slow or even decline....

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The unicorn that wants to disrupt defense

Not long ago, a privately held company valued at over $1 billion was a rare and remarkable thing—a “unicorn” in the venture capital world....

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The U.S. stock market is riding high and heading for trouble

Riding High — and Heading for Trouble...

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NVIDIA is mining the AI gold rush

The AI boom can be summed up in one ticker: NVIDIA (NVDA), now the world’s most valuable company at $4.3 trillion; commanding a record 8% of the S&P 500....

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Canada vs. Trump: is confrontation the only option?

Canada, under Prime Minister Mark Carney, is taking a beating from U.S. tariffs. But Carney refuses to cave to President Donald Trump’s demands—raising the question: Is confrontation with the U.S. Canada’s only choice?...

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The U.S. stock market is riding high and heading for trouble

Riding High — and Heading for Trouble...

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Milei of Argentina takes another IMF bailout

Argentina: Fiscal Fireworks and Another IMF Bailout...

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Powell rebukes Trump by delaying a rate cut

Powell Holds the Line as Trump Turns Up the Heat...

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