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 […]
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 […]
Last week, Donald Trump announced he would nominate Kevin Warsh to be the next Federal Reserve Chair, a move that surprised plenty (including us, since we thought Rick Rieder would be selected). The market did not take the announcement well. Many attributed the selloff to Warsh’s criticism of easy-money policies and the large expansion of […]
