Newsletter
Soy Long, China: Trump Turns Up the Heat in the Trade Kitchen
In the heartland's amber waves of grain, where soybeans reign as the unsung hero of American exports, a familiar storm is brewing. President Donald Trump has fired off a bold declaration, labeling China's abrupt halt on U.S. soybean purchases an "economically …
Fifty Shades of Silver: The Metal Gets Its Groove Back
For the first time in more than four decades, silver has shattered through the $50-per-ounce barrier, touching $51.23 in a stunning rally that has captivated global markets. The last time the white metal reached such dizzying heights was in 1980, during the …
Order Up! Stan Wong’s Portfolio Is Ready to Serve
Stan Wong, portfolio manager at Scotia Wealth Management, remains confident in the direction of North American equities. His latest outlook strikes a balance between optimism and caution, shaped by moderating inflation and the rising likelihood of further …
Rock, Paper, Tariffs: Trump Challenges Xi in the Global Supply Chain Showdown
In a plot twist that even the most seasoned Wall Street prognosticators didn't see coming, though let's be honest, with these two superpowers, surprises are the norm, President Donald Trump has fired back at China's latest export curbs on rare earth minerals …
The Fabric of Fortune: How Aritzia’s U.S. Strategy Paid Off
Aritzia Inc. has delivered a blockbuster quarter, one that cements the Vancouver-based retailer’s evolution from Canadian cult brand to a North American fashion powerhouse. CEO Jennifer Wong told analysts that the company’s second-quarter surge was propelled …
The Big Short 2.0: Trump’s Tweet Triggers Crypto’s Collapse
Markets don’t crash quietly. On October 10, 2025, chaos hit the crypto world with the force of a thunderclap after U.S. President Donald Trump announced plans to impose an additional 100% tariff on China and tighten export controls on key technologies. Within …
The Fantastic Four of Nuclear Energy: Inside DOE’s Bold Nuclear Bet
In a decisive move to bolster America’s nuclear energy capabilities, the US Department of Energy has named four companies to spearhead its new Fuel Line Pilot Program. The selections—Terrestrial Energy, TRISO-X, Valar Atomics, and Oklo—mark a defining moment …
“We’re Not Far Ahead of China Overall”: Jensen Huang Sounds the Alarm on the Global AI Race
NVIDIA’s Jensen Huang sat down with CNBC’s Squawk Box on October 8, 2025, and offered a rare, unfiltered look at what is powering the world’s most valuable company. The conversation ranged from OpenAI and xAI to energy strategy, China, immigration, and the …
“Don’t Call It a Comeback”: MEME ETF Rises From the Dead
No more "late to the party", or late night scrolling reddit to find the next meme stock.
Small Caps, Big Energy: The Underdogs Are Barking Back
The small-cap corner of the market is finally showing signs of real muscle. After years of being overshadowed by tech giants and mega-cap momentum, the Russell 2000 index — home to America’s smaller publicly traded companies — just wrapped up its strongest …