Why Today’s Turbulence Is Tomorrow’s Opportunity “In the short run, the market is a voting machine. In the long run, it is a weighing machine.” — Benjamin Graham, The Intelligent Investor (1949) Markets are rattled. Oil has surged past US$100 a barrel. Military action involving Iran has sent shockwaves through energy markets, and North American …
The recent headlines on geopolitical tension in the Middle East, the ripple effects on global energy markets, and the swings in stock and bond prices, I couldn’t help but reflect on how business leaders in North America might view this-not with fear, but with a strategic lens focused on opportunity. Over the past week, oil …
As we move deeper into 2026, it’s become clear that trade policy, particularly tariffs, is one of the most consequential economic forces shaping markets, businesses, and household decisions. The Trump administration’s aggressive tariff strategy — which took dramatic form in 2025 through broad levies on imports from major partners and attempts to reset the U.S. …
China’s luxury landscape has changed profoundly in recent years. What once was a market dominated by aspirational spending on imported Western brands now demands cultural relevance, digital fluency, and an understanding of locally driven values. Western brands that want sustainable expansion must adapt to this evolving mindset, particularly among younger consumers and digitally native shoppers. …
Yesterday’s quarterly announcement from NVIDIA wasn’t just another beat‑and‑raise. It was a profound statement about where markets and technology are headed, and why certain forces – once niche – now drive global valuations, capital flows, and strategic corporate decisions. Before we dig in, a mindful note: nothing in this article is financial advice. What follows …
Canada sits in a rare spot in the global economy: it is deeply integrated with the United States (by geography, supply chains, and rules like USMCA), while also being a Pacific country with direct access to Asia through globally competitive ports and long standing commodity and services ties across the Indo-Pacific. That “between ness” creates …
Visit any apartment building or office tower in any major U.S. city today, and it will become clear: most of the action has moved away from inside and toward outside: curb, parking lot, delivery bay, rideshare pickup lane, loading dock area, dog-walking areas or parkettes. At one time, the “edge” spaces around our buildings were often …
With fluctuating interest rates, changing trade policies, and rapid technological change, mergers and acquisitions, and investment entry and exit strategies are more complex but also more strategic. Dealmaking is not about volume anymore. It is about investing capital with conviction, managing regulatory and geopolitical risks, and aligning deals with long-term value. Investors in Canada, Asia …
Visit any apartment building or office tower in any major U.S. city today, and it will become clear: most of the action has moved away from inside and toward outside: curb, parking lot, delivery bay, rideshare pickup lane, loading dock area, dog-walking areas or parkettes. At one time, the “edge” spaces around our buildings were often …
Rising geopolitical tensions between the United States and China are altering how global companies view risk, resilience, and the location of critical manufacturing operations. Canadian industrial supply chains face both opportunities and threats during this momentous time; tariffs, export controls, and security concerns have altered long-standing trade patterns. Canadian and U.S. firms reassess their reliance …