The U.S. dollar is still king, and a new global digital economy is forming. With AI, energy and crypto leading the charge down south, James Thornes highlights why Canada must embrace an economic rebirth. Read more in his latest hashtag#MarketInsights: https://ow.ly/jmcj50XkjWa hashtag#Investing
March Market Insights: There is no Bronze Medal
Markets are not pricing that reality. Investors still treat the AI build-out as marginal cloud spend or another overhyped software cycle. They debate whether Big Tech is “exhausting its available capital” or whether capex “must mean revert,” as if infrastructure were optional and competition courteous. They are using valuation models from the wrong century for the wrong game.