Futures red, Cloudflare outage, Home Depot miss, Barrick activist, MTY sale
This week on In the Money with Amber Kanwar, Canoe Financial’s David Szybunka makes a bold call: we’re only in year 5 of a 15-year bull market for energy. David explains why the last three years were just a “digestive phase,” why energy stocks are quietly outperforming even with $60 oil, and why he sees […]
Futures slip, Berkshire buys Alphabet, inflation cools, BMO downgraded, Barrick split coming?
It’s a monster week with Nvidia reporting quarterly results just as tech stocks are wobbling. Will Nvidia save the day? Read my preview in the Globe and Mail. Here are five things to know: Lucky 11: The S&P 500 has been higher every single Monday for the last 10 Mondays…will today be 11? Now that […]
Markets plunge, Applied Materials falls, ECN takeout, Keyera miss, Northland Power’s bull thesis
WATCH THE FULL EPISODE AI has driven tech stocks to new heights — but are we starting to see cracks in the story? In this timely episode, Amber Kanwar sits down with Shane Obata of Middlefield to find out whether the AI trade is running out of steam or just gearing up for its next […]
Futures under pressure, Cisco beats, Disney sags, Manulife beats, Atkins Realis warns
AI has driven tech stocks to new heights — but are we starting to see cracks in the story? Shane Obata of Middlefield tells us whether the AI trade is running out of steam or just gearing up for its next phase. From Nvidia’s dominance to rising capital costs across the sector, Shane explains where […]
Futures rising, AMD pops, Loblaw food sales miss, Hudbay’s production slump, Circle drops
WATCH THE FULL EPISODE In this special episode of In the Money with Amber Kanwar, former Scotiabank CEO Rick Waugh and best-selling author Howard Green join Amber for an in-depth conversation on leadership, resilience, and risk inspired by Howard’s new book about Rick’s life, Gimme a Crisis. From Argentina’s economic collapse to the 2008 financial crisis, […]
Futures sag, CoreWeave plunges, Softbanks sells Nvidia, Brookfield Renewable financing, RealReal pops
This week on In the Money with Amber Kanwar, it’s a different kind of conversation — no portfolio managers, no mailbag, just an honest, wide-ranging “good hang” with two Canadian heavyweights. Don’t miss bestselling author Howard Green and former Scotiabank CEO Rick Waugh. Together, they dive into the moments that defined Canada’s banking system — […]
Futures soar on shutdown end, Barrick pops, Pfizer gets Metsera, Monday.com tanks, notable calls
Well that was an interesting five days. Not everyday that your Disney trip gets interrupted by a quick trip home to interview the Prime Minister. If you missed it, you can watch the Canadian Club interview here. Social media is making a meal out of Carney calling pipelines boring. As usual, I think much of […]
Budget deficit, Suncor beats, Pinterest plunge, CGI languishes, Mamdani and New York real estate
WATCH NEW EPISODE While everyone’s chasing the next tech trend, Kelsey Dunwoodie is digging where Canada’s real wealth—and entrepreneurial spirit—lies: in the ground. On this episode of In the Money with Amber Kanwar, the Deans Knight Capital Management portfolio manager lays out the bullish case for Canada’s great resource comeback. From gold miners to natural […]
Futures higher, merger Monday, record cash for Berkshire, OPEC+ pause coming, Imperial downgraded (again)
WATCH LATEST EPISODE For a preview of the week ahead, ready my Globe and Mail column on everything from earnings and government shutdown to the federal budget and economic data. Forgive my absence last week, we were on the road for the podcast. Our house was in a funk yesterday after the Blue Jays game. […]
Week ahead + no daily note until Friday
I am on the road in Vancouver filming a special episode with our partners Raymond James. Because of the time change, I won’t send out the daily note until Friday. I don’t want to leave you stranded so here is a look at the week ahead! Read my weekly column in the Globe and Mail […]