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 unicorn that wants to disrupt defense

Sep 05, 2025

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

Sep 04, 2025

Riding High — and Heading for Trouble...

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NVIDIA is mining the AI gold rush

Aug 29, 2025

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?

Aug 22, 2025

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

Aug 22, 2025

Riding High — and Heading for Trouble...

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Milei of Argentina takes another IMF bailout

Aug 15, 2025

Argentina: Fiscal Fireworks and Another IMF Bailout...

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Powell rebukes Trump by delaying a rate cut

Aug 01, 2025

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

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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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