Challenging the Artificial Intelligence Job Apocalypse
Is artificial intelligence (AI) coming for your job? According to The Economist, one in three people believe AI will cause widespread job losses, while seven out of 10 believe it will make it harder for people to find work.
Are the Bond Markets Sending a Signal?
Many market observers have recently turned their attention to the fixed-income markets, as long-term government bond yields have risen to levels not observed in more than two decades. By the end of May, 10-year and 30-year U.S. Treasury yields had risen to levels last seen before the 2008 crisis. Japan’s long-end bond yields also surged to multi-decade highs. Even in Canada, government bond yields hit multi-year highs.
Stepping Back: The 30,000-Foot Market View
One of the recurring challenges in writing my/ our quarterly commentary is that by the time it reaches publication, arts already feel dated. This feels especially pronounced today as the pace of change appears to be accelerating.
Market Insights Video By Dr. James Thorne: Capital Always Follows Power
In the face of global economic uncertainty, James Thorne examines North America’s pivotal position in the evolving geopolitical landscape and the central role of the U.S. in the global energy sector.
Market Insights By Dr. James Thorne: Bretton Woods 2.0, the New Great Game, and Trump
U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is the opening move in a new great game over energy, artificial intelligence (AI), and money.
Market Insights By Dr. James Thorne: There is no Bronze Medal
“There’s only two cultures that are going to win in the next year. It’s going to be us or China.” The subtext of Palantir CEO Alex Karp’s widely cited speech from late 2025 sounds like tech‑bro theatre until you reflect on it.
Market Insights By Dr. James Thorne: The 2026 Market Forecast
Lean into the new cycle and ignore the noise. As we approach 2026, James Thorne shares his insights for the new year with investors, highlighting the significant changes happening in the U.S.
Market Insights By Dr. James Thorne: IGNORE THE NOISE
Are serious structural adjustments needed in Canada? With an upcoming election and changes in U.S. leadership, James Thorne says investors must be prepared for big economic changes. Stay tuned for more details in his February #MarketInsights coming soon. #Investing
Market Insights by Dr. James Thorne: 2026 and the King Dollar Revival
Are serious structural adjustments needed in Canada? With an upcoming election and changes in U.S. leadership, James Thorne says investors must be prepared for big economic changes. Stay tuned for more details in his February #MarketInsights coming soon. #Investing
Market Insight by Dr. James Thorne: WEALTH IN A CAPEX SUPERCYCLE
Are serious structural adjustments needed in Canada? With an upcoming election and changes in U.S. leadership, James Thorne says investors must be prepared for big economic changes. Stay tuned for more details in his February #MarketInsights coming soon. #Investing