Each week, our team publishes a blog and webcast.
Drivers in the Greater Toronto Area got a rude awakening at the pumps yesterday. Thanks to escalating geopolitical tensions in Iran, gas prices spiked by 8 cents per litre overnight, pushing the average price for regular fuel up to roughly $1.73 per litre, leaving many motorists feeling gouged at the pumps. Since the conflict in […]
Many have said “bull markets don’t die of old age; central bankers kill them.” The conventional wisdom is that once rates start to head higher, stocks are less attractive because the cost of borrowing becomes more expensive and investors are offered an income-producing alternative by the bond market. However, history says they are wrong. The […]
SpaceX shares made their long anticipated debut to the public market on Friday, June 12. The demand was unprecedented. Not only was it the largest offering in history after raising over $75 billion, but brokerage firm Charles Schwab also said it was the fifth most active day in their company’s 50-year history. SpaceX’s pre-open price […]
Yes, Canadian banks are trading at valuation multiples unseen in years. However, comparing these multiples to their historical valuations may not make all that much sense. The banking industry has changed drastically over the years. Decades ago, banks were mostly just mortgage lenders. They would take in deposits from savers, keep a very small fraction […]
Economists define a “technical recession” as two consecutive quarters of negative economic growth. After shrinking by 1.0% in the final quarter of 2025, the economy dipped an additional 0.1% in the first quarter of 2026. This latest contraction is minor, and it is a preliminary figure that will likely be revised upward or downward in […]
Alphabet (formerly known as Google) announced its plans Monday evening to raise cash by selling $80 billion in stock. We were surprised by the news, especially for a company that generates $165 billion in cash flow each year. Furthermore, they’ve only tapped the equity market twice before — once when it went public in 2004 […]
On October 19, 2026, Alberta will have a referendum about whether it should have a referendum to separate from Canada. The exact wording on the ballot for one of the ten questions will read: Should Alberta remain a province of Canada, or should the Government of Alberta commence the legal process required under the Canadian […]
Lately, many people have asked how we’re using artificial intelligence (“AI”) behind the scenes. We’ve embraced this new technology where it makes sense, and it has provided a noticeable boost to our operational efficiency. Tasks that used to take us hours can now be completed in a fraction of the time. This frees up our […]
With the market hitting record highs daily, finding compelling new opportunities at attractive entry points has become increasingly challenging. Brookfield Infrastructure (“BIPC”), which hit almost $70 as recently as March, has pulled back just about 25% the last several weeks to $53.34 today. (Disclosure: Clients, Jeff Pollock, and Sunni Schneider have a financial interest in […]
You’ve likely heard the old Wall Street adage that suggests you should “sell in May and go away”. The strategy sounds simple enough because it asks an investor to exit the stock market in early May and not return until the end of October to avoid a perceived summer slump. At Schneider & Pollock Wealth […]
