Oct 9, 2025 | Monthly Commentaries
‘Canada is a country whose main exports are hockey players and cold fronts. Our main imports are baseball players and acid rain.’ Pierre Trudeau At the start of Trump 2.0, Canadians were on edge and outraged. The ‘51st State’ rhetoric and threats to our economy...Sep 10, 2025 | Monthly Commentaries
‘When the facts change, I change my mind – what do you do, sir?.’ John Maynard Keynes Seven years ago, we penned a commentary titled, ‘Don’t Fight the Fed’ (November 2018). It was during President Trump’s first term in office, back when his preferred...Aug 13, 2025 | Monthly Commentaries
‘If you don’t like the news, go out and make some of your own.’ Wes Nisker After the ‘liberation day’ tariffs were unveiled, there was no shortage of doomsday prophecies. The assumption was that the proposed levies would raise prices, lower profits, and...Jul 24, 2025 | Monthly Commentaries
‘If you want a guarantee, buy a toaster.’ Clint Eastwood Last month, we noted that while the future is always unpredictable, Trump’s erratic policies and policy shifts have increased the level of uncertainty. The President encapsulated the situation a day before...Jun 6, 2025 | Monthly Commentaries
‘There are known knowns…there are known unknowns… But there are also unknown unknowns – the ones we don’t know we don’t know.’ Donald Rumsfield There is uncertainty, and there is uncertainty. As while the future is always unpredictable, a distinction can be made...May 8, 2025 | Monthly Commentaries
‘The waiting is the hardest part.’ Tom Petty In today’s world of instant gratification, patience is a rare commodity. After all, a mere 10-minute delay on Uber Eats feels like an unbearable ‘why me’ moment. Why are they taking so long to pick up the order? Did they...
