Madden’s Market Titans: Tourmaline, JPMorgan, Costco.
A deep dive into Brian Madden’s top stock picks for summer 2025: energy strength, financial dominance, and retail resilience.

As global headlines shift and markets recalibrate, Brian Madden, Chief Investment Officer at First Avenue Investment Counsel, isn’t just watching the North American equity markets — he’s positioning for impact. With macroeconomic clouds still drifting in from Washington to the Middle East, Madden’s lens remains razor-focused on resilience, scale, and strategic expansion. His top stock picks reflect a balance of domestic energy muscle, global banking firepower, and unstoppable consumer loyalty.
North American equities have staged a confident rebound following a volatile spring, driven by a walk-back in the U.S.’s previously aggressive tariff stance and renewed legislative momentum around the country’s federal budget. While geopolitical tensions in the Middle East remain in the background, they’ve receded far enough to remove the immediate fear premium that had gripped oil markets. Madden sees this shift as more than just a relief rally. It’s a window to rotate into fundamentally strong names while still harvesting gains from areas that saw exaggerated price lifts from global uncertainty.
