Insights

Economy

Aaron Hoddinott's lessons learned from 2022

Boy, Did I Learn a Lot in 2022

It’s got to be -100 degrees celsius outside as I sit here in my Calgary office writing this annual letter, reflecting on 2022 and the

quantitative tightening is taking all assets lower

The Fed’s Secret Interest Rate Risk

The Fed’s balance sheet is the key to market liquidity and performance. When it shrinks, the market and liquidity decline; when it expands, the opposite

Capital Flows Tell the Real Story

Investors would be wise to watch the capital flows for all the market technicals, and countless metrics traders pour over. The simple statistic shows where

Mad scientist

A Method To The Fed’s Madness

We know whom inflation hurts the most: the elderly, people on a fixed income, and those living paycheque to paycheque — which in Canada and

Market And Economic Insights From The World Of Venture Capital

Subscribe to our free newsletter for a weekly dose of the stories that move markets, and much more.

Join The Community

* By submitting your email you will receive our best content in your inbox weekly, which sometimes includes information about our sponsors. And you also agree to our Terms of Use  and Privacy Policy.