Newsletters

Topics​

• Canada's inflation and household finances

• Job growth slowdown and GST rebate in Canada

• U.S. job growth and inflation concerns

• Potential tariff on Canadian imports

• Risk-adjusted returns

Topics​

• Canada’s interest rate update and potential future cuts

• Inflation reaching 2% and its impact on the housing market

• DSV’s acquisition of DB Schenker for EUR 14.3 billion

• Finance concept: DCF assumptions (revenue growth, discount rates)

Topics​

• Canada’s interest rates and inflation trends

• Loblaws customer frustration and consumer-led boycott impact

• AI-powered investing and its effect on retail brokerage

• Capital One and Discover merger analysis

• Finance concept: Beta and market risk evaluation

Topics​

• Boeing and Netflix market analysis and future outlook

• Growth of the anti-obesity drug sector (Eli Lilly, Novo Nordisk)

• Adobe’s failed Figma acquisition and its market impact

• Global online payment processing landscape and key players

Topics

• Commodity price decline

• Tropical Storm Idalia's impact on oil and gas production

• Rising Crude Oil prices

• BRICS' efforts to reduce reliance on the U.S. dollar

• S&P 500 performance

• Growth of resale markets due to inflation

• Roark Capital's Subway acquisition

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Topics​​

• Canadian economic update and job market trends

• Canada Post strike

• AI in clinical trials

• Bell's U.S. fiber market expansion (Ziply Fiber acquisition)

• Finance concept: Operating leverage

Topics​

• Canadian economy: Inflation and interest rates update

• September economic outlook: Inflation’s impact on policy and borrowing costs

• U.S. economy: Federal Reserve’s 50 bp rate cut

• Rogers’ $4.7 billion acquisition of BCE’s stake in MLSE

Topics​

• Proportional unemployment dynamics

• Corporate strategies: Newmont Corp and Apple Inc.

• Canadian credit market trends

• Discover Financial and Capital One merger

• U.S.-China semiconductor rivalry

Topics​

• Review of the S&P 500

• Spotify's market overview

• Advanced Micro Devices' strategic focus on AI

• Canadian mortgage rates 

• Challenges facing the restaurant industry

• Equity value and diluted equity value

Topics

• Fluctuating Crude Oil prices

• Canada's inflation landscape

• Challenges of rising interest rates for small businesses

• The growing lithium market, including Volkswagen's investment

• Ripple effects of the SAG-AFTRA strike

• Introduction to Real Estate Investment Trusts (REITs).

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Topics​

• U.S. Federal Reserve interest rate cut and easing cycle

• Bank of Canada’s 50 bp rate cut and impact on mortgages

• Institutional investment in American farmland and rising land prices

• Finance concept: Covenants

Topics​

• Canadian economy: Rising unemployment despite population growth

• U.S. economy: Potential interest rate cuts amid economic cooling

• Global energy shift: Green energy surging, fossil fuels declining

• Paramount Global and Skydance Media’s $28 billion merger and legal challenges

Topics​

• Mortgage rate trends and outlook

• General Mills’ latest product innovations

• Climate action’s impact on investment and manufacturing

• Roper Technologies’ acquisition of Procare Solutions

• The role of financial journalists in simplifying finance

Topics​

•  Bank of Canada maintains rates

• Federal Reserve expects steady rates.

• Varied rates in the US and Canada.

• Canadian Bill C-18 sparks tech company disputes.

• Labor disputes disrupt auto supply chains in the US and Canada.

• Valuation methods in M&A.

Topics

• Federal Reserve's hold on interest rates

• Potential rate hikes later this month

• Canada's benefiting loonie

• Inflation's current state and its impact on commodities

• Emerging market of electric vertical take-off and landing (eVOTL) aircraft.

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