From the blog

Each week, our team publishes a blog and webcast.

Jesse's: Owning Too Much Real Estate Locks You Out of Strong Stock Returns

Jesse's: Things to Consider Before Making an RSP Contribution this Year

Jesse's: Can Software Stocks Put Up a Firewall Against AI’s Threat?

Can Software Stocks Put Up a Firewall Against AI’s Threat?

Can Software Stocks Put Up a Firewall Against AI’s Threat?

The investments you don’t own are often just as important as those you do. After years of strong performance, software stocks have had their largest non-recessionary drawdown in almost three decades. One exchange-traded fund (called the iShares Expanded Tech-Software Sector ETF), which is a basket of software stocks, is down nearly 25% so far this […]

Jesse's: Is Kevin Warsh’s Fed Chair Nomination a Golden Opportunity for Stocks?

Jesse's: Musical Chairs at the Federal Reserve Historically Sings Well for the Market

Jesse's: Things We Won’t Do as a Portfolio Manager

Things We Won’t Do as a Portfolio Manager

Things We Won’t Do as a Portfolio Manager

In the world of behavioral finance, there is a well-documented phenomenon known as loss aversion. Nobel Prize-winning psychologists Daniel Kahneman and Amos Tversky found that the pain of a loss is psychologically twice as powerful as the joy of an equivalent gain. Statistically, most investors require at least a 2-to-1 gain to offset the emotional […]

Jesse's: Expect Powerful Gains from Edison International in 2026

Expect Powerful Gains from Edison International in 2026

Expect Powerful Gains from Edison International in 2026

This time last year, California was engulfed in devastating wildfires. Thousands of acres of property were destroyed, and it didn’t take long for fingers to point at Edison International (“EIX”). Consequently, the stock plummeted over 30% over a matter of days, wiping out almost $10 billion in the stock’s market value. The investigation into whether […]

Jesse's: The Crude Facts About Venezuela’s Impact on Canadian Oil

The Crude Facts About Venezuela’s Impact on Canadian Oil

The Crude Facts About Venezuela’s Impact on Canadian Oil

Over the weekend, the United States took control of Venezuela’s oil assets. Given Venezuela’s vast oil reserves, it has naturally raised questions about whether Canadian oil producers should be concerned. On paper, Venezuela’s oil reserves are enormous. The country holds close to 17% of the world’s oil reserves, roughly 300 billion barrels, more than Saudi […]

Jesse's: Happy 87th Birthday to Nuge Schneider, Our Honorary Founder

Jesse's: A Conversation with Alexandra Posadzki on Rogers v. Rogers

A Conversation with Alexandra Posadzki on Rogers v. Rogers

A Conversation with Alexandra Posadzki on Rogers v. Rogers

Rogers v. Rogers investigates the power struggle that tore apart one of Canada’s wealthiest telecommunications families. Journalist Alexandra Posadzki details the 2021 boardroom battle between Edward Rogers and his family over the company’s leadership. It serves as a compelling look at how family drama and unique corporate governance can trigger a public crisis. The book […]