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Oil Oscillation 🛢️

Send us Fan Mail Oil Oscillations 🛢️ The push and pull between energy costs, inflation and interest-rate expectations remains the central risk investors are watching. Three Things That Mattered: 🛢️ Middle East supply concerns lifted oil prices, amplifying inflation and rate worries. 🇨🇦 Gold, materials and technology helped the TSX rebound after an uneven start. ₿ Bitcoin surged as markets reassessed the near-term outlook for U.S. interest rates. Support the show

Sep 7, 20269:06

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Sep 1, 202611:43

Tough Tariffs 🏋

Send us Fan Mail Tough Tariffs 🏋 Rising yields rattled Wall Street while gold, Canadian stocks, and crypto each found their own way to shine. Three Things That Mattered: 🤖 Nvidia's results briefly revived AI optimism as investors continued watching inflation and the Fed. 🥇 Banks, materials and gold helped the TSX stay near record territory despite escalating tariffs. ₿ Bitcoin rallied 23.6% as ETF inflows and currency-debasement concerns brought demand back. Support the show

Aug 25, 202610:04

Yield Yips 🐕‍🦺

Send us Fan Mail Yield Yips 🐕‍🦺 Rising yields rattled Wall Street while gold, Canadian stocks, and crypto each found their own way to shine. Three Things That Mattered: 📉 Rising yields squeezed growth stocks and pulled U.S. indexes lower for the week. ₿ Bitcoin's 20% blast put ETF inflows, short covering, and regulatory hopes in the spotlight. 🥇 Gold's 5% weekly surge helped power the TSX as investors leaned into commodities. Support the show

Aug 18, 20269:18

Rally Returns 🙌🏻

Send us Fan Mail Rally Returns 🙌🏻 From Nvidia’s massive AI ambitions to India’s growing global market presence, investors kept chasing growth even as plenty of risks remained on the road ahead. | | Three Things That Mattered:🤖 AI Roars Back: Nvidia and Super Micro helped revive the AI trade, while Nvidia unveiled plans to mobilize more than US$500 billion for AI infrastructure.🇮🇳 India Gains Ground: MSCI is increasing India’s weight in its Global Standard Index, potentially redire...

Aug 11, 202610:31

Record Resilience 🏔️

Send us Fan Mail From record stock indexes to surging copper prices and recovering travel demand, confidence continued finding ways to push markets higher. Three Things That Mattered: 📈 Wall Street and the TSX hovered near record highs as strong earnings and resilient economic data outweighed geopolitical uncertainty. 🥉 Copper reached new highs, fueled by AI infrastructure, electrification, and persistent supply shortages. ✈️ Airbnb surprised investors, delivering stronger-than-expected resul...

Aug 4, 202611:26

Confident Comeback 🚀

Send us Fan Mail Confident Comeback 🚀 Markets spent the week searching for answers rather than following trends. Every major story—from AI and Bitcoin to copper and batteries—revealed another clue about where capital may be heading next. | | Three Things That Mattered: 🤖 Microsoft reignited AI optimism, delivering blockbuster earnings that powered Wall Street’s strongest rally of the week. ⚡ South Korea’s chipmakers staged a remarkable comeback, showing how quickly sentiment can r...

Jul 27, 20267:44

Market Mysteries 🧩

Send us Fan Mail Market Mysteries 🧩 Markets spent the week searching for answers rather than following trends. Every major story—from AI and Bitcoin to copper and batteries—revealed another clue about where capital may be heading next. Three Things That Mattered: 🤖 AI kept rewriting the script, lifting chipmakers while raising new questions about valuations and future demand. 🪙 Copper, batteries, and critical minerals continued emerging as some of the market’s biggest long-term investment the...

Jul 20, 20269:26

Signal Shift 📡

Send us Fan Mail Signal Shift 📡 Inflation, earnings, oil, AI, and geopolitics all took turns moving markets, reminding investors that sometimes the biggest challenge isn’t predicting the future—it’s figuring out which clues matter most. Three Things That Mattered: 📈 Earnings kept surprising as strong corporate results helped offset AI volatility and geopolitical uncertainty.₿ Bitcoin searched for its next catalyst as ETF inflows, inflation data, and regulation all battled for investor attenti...

Jul 13, 20268:32

Diplomatic Detour 🕊️

Send us Fan Mail Diplomatic Detour 🕊️ Markets spent the week walking a tightrope. AI enthusiasm, rising oil prices, geopolitical headlines, and shifting investor sentiment all pulled in different directions, leaving markets searching for balance rather than certainty. Three Things That Mattered: ⚖️ AI optimism collided with geopolitical uncertainty, creating another week of rotating market leadership.🛢️ Oil remained the market’s emotional barometer as Middle East tensions kept investors on ed...

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