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Tariffs are the Name of the Game

Tariff discussions have dominated the news cycles this year and this past week has been no different. This past weekend the US and China agreed to a pause on the crippling tariffs that they had recently imposed on each other. All the economists that we have listened to this year have suggested that tariffs are inflationary, with a recession as the mo...
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An Important Election in Canada & Big Tech Earnings on Deck This Week

Canadians spoke and have elected a new government. Mark Carney and his Liberal Party won the federal election on April 28th, but as of this writing, the outcome of whether they had formed a majority or minority government had not yet been determined. This was an important election for Canadians and Prime Minister Carney has several crucial tasks and ...
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Earnings Season is Upon Us and Gold Anyone?

The impact of the US trade war will be front and center this week as earnings season kicks off with a number of companies reporting their quarterly earnings, including Tesla and Alphabet. While we do not necessarily believe that earnings will have been impacted this early from the implementation of US tariffs around the world (we believe the impact i...
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Seeing the Forest Through the Trees

We often like to reflect on a quote that resonates, especially during periods similar to what we are currently experiencing- “When everything seems to be going against you, remember that the airplane takes off against the wind, not with it”- Henry Ford. We believe that this current adversity we face as investors will be a catalyst for gro...
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Name: Candace Loughran
Posts: 4
Last Post: May 15, 2025

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