August Market Insights: Beyond The AI Bottleneck
August 4, 2026 History, sovereignty and the next leg for markets “History is a gallery of pictures in which there are few originals and many copies.” – Alexis de Tocqueville Download this PDF here. Prologue A leadership transition is already underway, but much of the market remains anchored to the last trade. Investors are still […]
July Market Insights: Trump’s Meta Game, Pax Americana, and the AI Age
July Market Insights: Trump’s Meta Game, Pax Americana, and the AI Age June 30, 2026 A forces‑for‑2027 forecast looking to the end of the decade Download this PDF here. In politics and markets, the decisive contest is often the one being played above the visible struggle. Elections, earnings and summit communiqués are the surface game—the […]
March Market Insights
March Market Insights: There is no Bronze Medal March 4, 2026 AI capex is America’s industrial rearmament “There’s only two cultures that are going to win in the next year. It’s going to be us or China.” – Alex Karp, CEO of Palantir Download this PDF here. “There’s only two cultures that are going to […]
February Market Insights
February Market Insights: Fortress America and the Colony Next Door February 4, 2026 We are living through historic times Justice is only in question between equals; for the strong do what they can, and the weak suffer what they must. – Thucydides, ancient Greek historian Download this PDF here. Historians are likely to regard Donald […]
January Market Insights
January Market Insights: The 2026 Market Forecast January 6, 2026 The baton is being passed “The history of markets is one of overreaction in both directions.” – Peter Bernstein Download this PDF here. When the cycle breaks History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth […]
Investment Insight; Winter 2026
Welcome to the Winter 2026 edition of our quarterly Investment Insights newsletter. Each quarter we share perspectives to help you navigate the markets and make informed decisions. This edition focuses on key themes shaping the year ahead. We begin with estate planning, a topic that often falls down the priority list but remains one of […]
December Market Insights
December Market Insights: 2026 and the King Dollar Revival December 4, 2025 Why Trump’s policies will power America’s financial supremacy in a multipolar era “The report of my death was an exaggeration.” – Mark Twain Download this PDF here. Rumours of the U.S. dollar’s decline are as persistent as they are exaggerated. In 2025, one […]
November Market Insights
November Market Insights: Wealth In A Capex Supercycle October 30, 2025 Fuller’s energy-intelligence fusion, McLuhan’s tool-building refrain, and in search of the Holy Grail “Wealth is the product of energy times intelligence: energy turned into artifacts that advantage human life.” – attributed to Buckminster Fuller Download this PDF here. Wealth is the product of energy […]
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 […]