The markets have been behaving very roller coaster like. Last week brought much hand wringing by investors as they comes to grips with the concept of interest rates and cost of capital staying higher for a longer period of time. Then the next week, everyt

Today we delve into the ongoing market recalibration as investors and institutions adjust to a high-interest rate, slow growth, and sticky inflation scenario. Wall Street and Bay Street, initially resistant to acknowledging the shifting dynamics, are now

Some initial takes on what's driving the markets right now....AI!!!Initial thoughts on my first uses. Limitations on the technology Impacts on ability to make investment decisions. Short-Term/Long-Term impacts

Unpacking the Debt Ceiling Angst.What is it all about?What are the impacts on stocks, economy, inflation, currency, interest rates?Do they really want to go there?

Zombie companies are running rampant. If rates stay higher for longer, it could bring another round of pain potentially having greater impacts. At the same time it reinforces my investing ideology and how my latest investment decision provides a real-time

Investor sentiment is lousy. Economic data not looking great yet stock prices are holding their own and even going up. What gives? Many investors are scratching their head trying to rationalize this. We offer some takes.

We're entering another period where investing is getting weird again, but this time the weirdness may actually bring about some positive investing opportunities we haven't experienced in generations. Aman shares some takes on how as investors, we have mor

Food price shock continues unabated, especially in the restaurant space. This is setting up a bifurcation in how we eat out. Some takes on some emerging narratives.

As the bank deposit angst appears to be subsiding (for now), there are some underlying themes regarding US banks that are emerging. Not all US banks are created equal. Unfortunately some are getting thrown out with the bathwater and creating some interest

The recent bank run in Silicon Valley Bank and other small banks just didn't happen suddenly. It's been brewing and simmering over many months thanks to the pop in interest rates as it has created a lightbulb moment for many investors. A quick breakdown.