What will define 2026? In his December Market Insights, James Thorne examines the resilience of “King Dollar” in a year that will be defined by structural renewal, disciplined markets, and an unfolding capital expenditures supercycle.
Everyone’s talking about an AI bubble – but are we missing the real story? In his November Market Insights, James Thorne explains why the real AI opportunity can be found in the CapEx supercycle buildout.
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.
Canada and the U.S. are stronger together – but Canada must act now on its rich resources. In his October Market Insights, James Thorne examines how the federal government could unlock Canada’s next era of prosperity.
Are we on the verge of a historical bull market? James Thorne shares how peace dividends, digital assets, and the coming U.S. Federal Reserve announcement will shape the next chapter in the market in his September Market Insights.
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