Investment Insight Autumn 2025
A Bifurcation in Sentiment Markets rarely linger in equilibrium. The pendulum of sentiment swings between fear and greed, and this year has been no exception. After April’s lows, the S&P surged over 30 percent in just two months, one of the fastest rallies in recent history, while the TSX hit multiple all-time highs. Yet, the […]
October Market Insights
October Market Insights: Trump, Carney and the Western Awakening October 1, 2025 A new era for Canada is about to begin “I read in a newspaper that I was to be received with all the honors customarily rendered to a foreign ruler. I am grateful for the honors; but something within me rebelled at that […]
September Market Insights
September Market Insights: Bull Markets, Peace Dividends, and the Federal Reserve’s Next War September 4, 2025 Investing at the crossroads of history “A wise man will make more opportunities than he finds.” – Francis Bacon, The Essays (1597) Download this PDF here. The edge of transformation Bacon’s wisdom, that true prosperity is won by strategic […]
August Market Insights: The Unreasonable Rally
August Market Insights: The Unreasonable Rally August 12, 2025 Why America’s reset could propel the S&P 500 to 7,500 “The reasonable man adapts himself to the world: the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.” – George Bernard Shaw, Maxims for Revolutionists Download […]
July Market Insights:
July Market Insights: The Six Months Where Everything Changed July 8, 2025 The Federal Reserve, central bank ideology, and the future of economic order “The Federal Reserve … is in the position of the chaperone who has ordered the punch bowl removed just when the party was really warming up.” – William McChesney Martin Jr., […]
Investment Insight Spring 2025
The Illusion of Speed It has been said that “there are decades where nothing seems to happen, and there are weeks where decades happen.” The sweeping global tariffs, announced by the U.S. on April’s “Liberation Day,” caught the world off guard—disrupting long-held norms in global trade and world order. This may signal the beginning of […]
June Market Insights: The New Nexus of Power
June 10, 2025 Debt, deals, and the dawning tech epoch The factors which really constitute prosperity have not the remotest connection with military or naval power, all our political jargon notwithstanding. – Norman Angell, The Great Illusion (1910) Download this PDF here. For decades, the American establishment clung to the gospel of globalization, open markets, […]
May Market Insights: A New Era of Strategic Disruption
In this video, Chief Market Strategist Dr. James Thorne shares his latest insights on the economic landscape as we head into May 2025. With his signature clarity and depth, Dr. Thorne breaks down what’s driving current market trends—from interest rate shifts to inflation data—and what it all means for investors and businesses alike. He also […]
May Market Insights: From Hegemony to Balance
May 13, 2025 The Mar-a-Lago strategy and the future of American power “War is the continuation of politics by other means.” – Carl von Clausewitz (1832) Download this PDF here. In an era of unprecedented geopolitical and economic shifts, the Mar-a-Lago Accord signals a decisive, disruptive strategy by the U.S. to redefine its global influence […]
Canadian Election Special Market Insights: Carney’s Canada
April 30, 2025 THE ILLUSION OF A REVIVAL OR A PRELUDE TO RECKONING? “I, however, place economy among the first and most important republican virtues, and public debt as the greatest of the dangers to be feared.” – Thomas Jefferson Download this PDF here. Now that the Canadian election is over and Mark Carney has […]