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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A fight the Fed has never seen before

Jan 16, 2026

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Venezuelan oil is a headline risk for Canada

Jan 09, 2026

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Recession in 2026 will make the Fed cut rates further

Dec 12, 2025

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The Yen carry trade unwind threatens global markets

Dec 05, 2025

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Pipeline politics meets demand reality

Nov 28, 2025

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

Nov 21, 2025

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

Nov 14, 2025

EVOLUTION OR DELUSION?...

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Quantum computing: the "Next AI" for investors?

Nov 14, 2025

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

Oct 31, 2025

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

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