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 […]
Futures soar on lower CPI, Intel surges, Newmont falls, Ford pops, Deckers misses
WATCH THE FULL EPISODE In a market obsessed with momentum and AI hype, Ryan Bushell is betting on something far less flashy — patience, discipline, and dividends. On this episode of In the Money with Amber Kanwar, the Newhaven Asset Management CEO proves that being a younger investor with an old-school mindset can still outperform. […]
Oil pops, Tesla falls, IBM software concerns, Rogers beats, EQB layoffs
NEW EPISODE: In a market obsessed with momentum and AI hype, Ryan Bushell is betting on something far less flashy — patience, discipline, and dividends. On this episode of In the Money with Amber Kanwar, the Newhaven Asset Management CEO proves that being a younger investor with an old-school mindset can still do well. His […]
Gold sell-off continues, Netflix plunges, Mattel misses, Intuitive Surgical pops, Mullen mixed
WATCH THE FULL EPISODE Stocks are at record highs — so why does it still feel like everyone’s on edge? Amber Kanwar sits down with Craig White, Senior Wealth Advisor and Portfolio Manager at Plena Wealth which is part of Raymond James, to unpack what he calls “the most unloved bull market ever.” They dig […]
Futures mixed, CPI hotter, General Motors soars, MEG Energy plot thickens, Intact upgrade
Stocks are at record highs — so why does it still feel like everyone’s on edge? Amber Kanwar sits down with Craig White, Senior Wealth Advisor and Portfolio Manager at Plena Wealth which is part of Raymond James, to unpack what he calls “the most unloved bull market ever.” They dig into how to stay […]
Futures higher, Cleveland Cliffs soars, Apple upgraded, Gildan downgraded, another Cascades bull
For a look at what is on tap this week, read my Globe and Mail column this morning. Here are 5 things to know today: Mood ring: Futures are higher this morning and gold is popping as investors look past banking fears and take comfort in easing trade tensions between the US and China. Talks […]
Trump talks up markets, regional bank scare, CSX beats, Amex pops, weight-loss drugmakers fall
WATCH THE FULL EPISODE NOW! The best of the bull market is still ahead of us.” That’s how Nick Griffin, Founding Partner and CIO of Munro Partners, sees it. The Australia-based global growth investor joins In the Money with Amber Kanwar to explain why the AI boom isn’t a bubble — it’s the start of a once-in-a-generation […]
Tech & gold lead the market, JB Hunt soars, Travelers falls, Snowflake & Palantir deal, Salesforce comeback
“The best of the bull market is still ahead of us.” That’s how Nick Griffin, Founding Partner and CIO of Munro Partners, sees it. The Australia-based global growth investor joins In the Money with Amber Kanwar to explain why the AI boom isn’t a bubble — it’s the start of a once-in-a-generation expansion. Griffin says […]