Canada inflation data came out at 5.9% for January VS the estimate of 6.1%. Although, the headline inflation print has come down 0.4% from the previous month of 6.3%, there are important data metrics to examine which continue to hurt Canadian pockets on a day to day basis. …

While the past couple months, equity markets having been beaming green. To reference some data here are some indexes/stocks year to date performance: S&P +6.53% Nasdaq +13.27% Russell 2000 (small cap) +10.28% XLK (technology) +13.78% Tesla +64.02% XLY (consumer discretionary) +16.55% Wayfair +55.21% Pandora +35.92% Bitcoin +47.35% These are just…

The past few months have been characterized by choppy and tumultuous conditions in the capital markets. Central to this volatility has been the pivotal role of interest rates, which can significantly influence asset prices and investment decisions by impacting the availability and cost of borrowing. This raises the question of…

A lot of the data points come from Hedgeye.com. Subscribe to the, if you want to find a better way to risk manage your capital. Daily Brief: S&P closed the day in the green, hitting a high of 3959. The VIX (volatility index) closed the day down 2.65% at 23.73…

A lot of the data points come from Hedgeye.com. Subscribe to the, if you want to find a better way to risk manage your capital. Daily Brief: S&P closed the day in the green, hitting a high of 3936. The VIX (volatility index) closed the day down 3.24% at 24.57…

A lot of the data points come from Hedgeye.com. Subscribe to the, if you want to find a better way to risk manage your capital. Daily Brief: S&P started the day in the green, hitting a high of 3900. As the day progressed, it began falling out and closed the…

After this week’s CPI print in the US (9.1%), we are left in an undesirable economic situation. The loss of wealth across equities and crypto has been devastating and will continue as the Fed continues to raise interest rates in an attempt to tame inflation. We saw that this week…

It has officially been 2 quarters of decelerating GDP growth, in rate of change terms (YoY). Many people will now declare that we have entered a recession or are entering one. Many asset classes have fallen in price over the past couple of months. It’s been a slow bleed for…

“Positive emotions are the starting point of learning, growth, and high performance” -Dan Dullivan I have been reading this book “The Gap and The Gain” by Dan Sullivan and It’s one of those books I will keep with me for the rest of my life. It’s practical and applicable, two…