Insights
Market Ethos
Market Ethos
Mixed signals
10 February 2026. Market Ethos. The economy is good, earnings growth is good, inflation is fine, this is a good foundation. These are more market…
Market Ethos
Steep curves good? Not always
26 January 2026. Market Ethos. If an inverted yield curve can signal a near-term recession, does a steeper curve automatically mean good news? Not so…
Market Ethos
Size matters
19 January 2026. Market Ethos. When it comes to large cap vs small cap it sure feels like big always wins. But the start of…
Market Ethos
Swimming in oil
12 January 2026. Market Ethos. The world knows that we have too much oil – the market knows this, the forward energy curve knows this,…
Market Ethos
Ethos rewind: the year’s biggest themes
December 15, 2025. Market Ethos. As is tradition, this final Ethos of the year takes a look back at the most popular editions based on…
Market Ethos
Laggards need to join the party
December 1, 2025. Market Ethos. The TSX may enjoy solid returns in 2026, but it is going to be tough, given valuations. To keep the…
Market Ethos
AI’s wild ride
November 24, 2025. Market Ethos. The AI bubble will likely continue to inflate, but we would not be surprised to see an increasing frequency of…
Market Ethos
Faster isn’t always better
November 17, 2025. Market Ethos. The impact of rates, tariffs and uncertainty slowly make their way into the economy and company earnings. Impatience bias isn’t…
Market Ethos
Headlines versus reality
November 10, 2025. Market Ethos. It does feel that when markets are down, they tend to be more negative and when markets are up, more…