Tech stocks sell off, Metro’s profit warning, ON Semiconductor all-stock deal, rent freeze in NYC, distress plays
OUR LATEST EPISODE A year ago, Bob Thompson called commodities the trade of the decade. Since then, silver miners, energy stocks and commodity-focused funds have delivered massive gains. But with gold down sharply from its highs, oil rolling over and investors questioning whether the trade has become too crowded, is it time to take profits—or […]
Tech stocks fly, Micron soars 18%, BlackBerry +10%, IBM’s tiny big discovery, US banks boost dividends
BRAND NEW EPISODE A year ago, Bob Thompson called commodities the trade of the decade. Since then, silver miners, energy stocks and commodity-focused funds have delivered massive gains. But with gold down sharply from its highs, oil rolling over and investors questioning whether the trade has become too crowded, is it time to take profits—or […]
Stocks recover, oil struggles, SK Hynix comes to America, Cerebras falters, FedEX drops, new BlackBerry bull
BRAND NEW EPISODE: AI’S DEBT FUELED GROWTH The AI boom is being financed with debt—and the numbers are staggering. The world’s biggest tech companies are spending hundreds of billions of dollars to build the infrastructure behind artificial intelligence. But while investors focus on the stocks, Brian Carney, Portfolio Manager at Mawer Investment Management, is watching the […]
Tech stocks plunge, Couche-Tard beats, IBM pops, AMC plunges on share sale, Energy Fuels deal
BRAND NEW EPISODE: AI’S DEBT FUELED GROWTH The AI boom is being financed with debt—and the numbers are staggering. The world’s biggest tech companies are spending hundreds of billions of dollars to build the infrastructure behind artificial intelligence. But while investors focus on the stocks, Brian Carney, Portfolio Manager at Mawer Investment Management, is watching the […]
Stocks mixed on US/Iran talks, AbbVie buys Apogee, SpaceX jumbo bonds, Cdn inflation hits 3-year high, UK Prime Minister resigns
OUR LATEST EPISODE The AI boom is supposed to be a tech story. Larry McDonald thinks it’s a commodities story. On this episode of In the Money with Amber Kanwar, the Bear Traps Report founder and best-selling author explains why surging demand for copper, uranium, oil, natural gas and gold could create some of the biggest […]
Stocks lower US/Iran flare up, MDA’s biggest deal ever, Cogeco dreaming, UK turmoil brewing, Novo Nordisk upgrade
BRAND NEW EPISODE The AI boom is supposed to be a tech story. Larry McDonald thinks it’s a commodities story. On this episode of In the Money with Amber Kanwar, the Bear Traps Report founder and best-selling author explains why surging demand for copper, uranium, oil, natural gas and gold could create some of the biggest […]
Stocks recovery, Intel to hit record high, Empire mixed, Sovereign AI deal, BHP’s Jansen writedown
BRAND NEW EPISODE The AI boom is supposed to be a tech story. Larry McDonald thinks it’s a commodities story. On this episode of In the Money with Amber Kanwar, the Bear Traps Report founder and best-selling author explains why surging demand for copper, uranium, oil, natural gas and gold could create some of the […]
Stocks flat ahead of Fed, Netflix says no to Lionsgate, UniQure surges, Shorts hit Gildan, Dynamite upgraded after sell-off
WATCH LATEST EPISODE Global fund managers raised their allocation to equities by the most on record in May, but Chad Larson, who manages the best performing tactical fund in Canada, is taking a contrarian approach—holding elevated cash levels while selectively deploying into his highest-conviction trades. On this episode of In the Money with Amber Kanwar, the […]
Stocks drift, SpaceX pops, Groupe Dynamite mixed, Dave & Busters flops, Canada housing market perks up
TUNE IN TO A BRAND NEW EPISODE Global fund managers raised their allocation to equities by the most on record in May, but Chad Larson, who manages the best performing tactical fund in Canada, is taking a contrarian approach—holding elevated cash levels while selectively deploying into his highest-conviction trades. On this episode of In the Money […]
Markets soar on Iran deal, SpaceX rallies, Fox buys Roku, Exxon on the hunt, Advantage Energy CEO out
WATCH LATEST EPISODE: DAVID ROSENBERG Everyone calls David Rosenberg a permabear but he says he’s fully invested, just in completely different places than the consensus. On this episode of In the Money with Amber Kanwar, Rosenberg breaks down why he’s still in the market despite sounding the alarm on what he sees as extreme valuations, […]