February Market Insights: Fortress America and the Colony Next Door
Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding. The Trump Doctrine should be seen as equal to
January Market Insights: The 2026 Market Forecast
History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered home and one investors are again being forced to relearn.
December Market Insights: 2026 and the King Dollar Revival
Why Trump’s policies will power America’s financial supremacy in a multipolar era
“The report of my death was an exaggeration.” – Mark Twain
Market Insights Video from James Thorne: Ignore the noise
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.
November Market Insights: Wealth In A Capex Supercycle
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 channeled into artifacts that enhance human life. American visionary Buckminster Fuller’s idea hints at a fire that powers value itself.”
Market Insights Video from James Thorne: Rebirth, not death
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. Watch his latest Market Insights video.
October Market Insights: Trump, Carney and the Western Awakening
A new era for Canada is about to begin. This simple yet profound truth, that Canada and the United States are bound not merely by treaties but by something closer to a familial bond, demands reaffirmation in today’s shifting landscape.
September Market Insights: Bull Markets, Peace Dividends, and the Federal Reserve’s Next War
Bacon’s wisdom, that true prosperity is won by strategic preparation, not by accident, serves as the north star for sophisticated investors navigating the closing months of 2025. As we approach the U.S. Midterm Elections looming in 2026
August Market Insights: The Unreasonable Rally
In a year marked by fiscal surprises and technological upheaval, America stands at a crossroads. The June 2025 budget surplus has upended the old narratives, leaving Wall Street’s perennial skeptics scrambling for new alarms. Yet beneath the noise, a deeper transformation is underway.
July Market Insights: The Six Months Where Everything Changed
The Great Depression of the 1930s was more than an economic collapse; it was an ideological crucible. As capitalism faltered, socialism surged, promising salvation through state control.
