Insights
Market Ethos
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…
Market Ethos
China’s FOMO moment
October 27, 2025. Market Ethos. China attracting about 15% of global equity flows is certainly evidence that it has shed the ‘uninvestible’ label. And perhaps…
Market Ethos
Stick to the math
October 20, 2025. Market Ethos. Sometimes, the best opportunities come not from chasing a story, but from stepping back and recognizing the value in what’s…
Market Ethos
Avoiding strikeouts
September 29, 2025. Market Ethos. At this moment, the goal should be to avoid striking out; more defensive strategies should have a lower risk of…
Market Ethos
Not too hot, not too cold
September 29, 2025. Market Ethos. Despite the dramatic headlines, the real drivers of markets are kind of middling, not too hot or too cold.
Market Ethos
Gold: bull(ion)s vs bears
September 22, 2025. Market Ethos. As long-term holders of gold, for long-term reasons, we likely will always have some exposure. But with these kinds of…