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

Sep 26, 2025

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

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Powell only has bad and worse options

Sep 19, 2025

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

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Bank mortgage lending created the Canadian housing bubble

Sep 12, 2025

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

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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