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Market Ethos
Market Ethos
Mar 30 - 20267 min readDip Buyers, Where Art Thou?
As conflict in the Middle East saps confidence, fewer investors are buying the dip. Are stretched markets to blame, and what can help reverse these topsy-turvy market trends?...
Market Ethos
Mar 23 - 20266 min readMarch on the Dip
Ongoing hostilities in the Middle East are testing the markets' resolve. Will investors play it safe, or is now the time for some dip buying?...
Market Ethos
Mar 16 - 20264 min readCanadian Bank Run
Bank stocks have gone on an epic run over the past few decades, outperforming both the TSX and the S&P 500. But is there much room for growth, and what are the potential alternatives within Canadian Financials?...
Market Ethos
Mar 09 - 20265 min readCan't Get No Diversification
Rising geopolitical risk is making diversification even more difficult. How can portfolio managers compensate for a fragile market and build a diversified defence?...
Market Ethos
Mar 03 - 20265 min readBoots vs. Bombs
The recent U.S.–Iran conflict has drawn a muted response from markets. Is a wait-and-see approach warranted, and what factors should investors keep monitoring?...
Market Ethos
Mar 02 - 202612 min readHALO Immunity Idol
As growth and technology stocks roll over, cyclicals and defensives are now holding up the market. Does this signal a meaningful shift underneath the headline volatility?...
Market Ethos
Feb 23 - 20264 min readEarnings Get the Gold!
Many factors can move markets, but nothing matters more than earnings. So with earnings projections improving for 2026, are markets finally getting the help they need to stay resilient?...
Market Ethos
Feb 17 - 20266 min readThe AI Scare Trade
Wherever there’s any whiff of how AI could potentially disrupt an existing business model or service, stocks plunge lower. Are these drops accurate, or do they present an opportunity for investors?...
Market Ethos
Feb 09 - 20266 min readMarkets Get Claude'd
This week, Anthropic launched an updated Claude AI model (Claude Cowork) focused on business solutions. The market has quickly jumped to the conclusion that this will disrupt not just software but businesses from law to advertising....
Market Ethos
Feb 02 - 202613 min readA Year of News in One Month
Sometimes when it rains, it pours. This past January was a rainstorm of headline-grabbing events (and the Patriots are heading back to the Super Bowl)l. It is rather numbing....
Market Ethos
Jan 26 - 20265 min readGood vs. Bad Steepening
If an inverted yield curve is a harbinger of a near-term recession, then a steeper yield curve must be good news, right? Japan's recent bond wrinkle may throw a wrench in that theory....
Market Ethos
Jan 19 - 20266 min readBig Beats Small, Always?
The start of a new year often has investors wondering if it's time for small caps to shine. What are the pros and cons to staying on the small side?...
Market Ethos
Jan 12 - 20266 min readOil: The Hits Keep on Coming
Increased oil supply and flat demand have driven the price of oil to five-year lows. Will 2026 challenge markets' bearish stance on the commodity, and how could recent events in Venezuela affect the situation?...
Market Ethos
Jan 05 - 202633 min read2026 Outlook – Fearless
Markets weathered volatility in 2025 to post incredible gains. So what does 2026 have in store for the economy, inflation, tariffs, artificial intelligence and more?...
Market Ethos
Dec 15 - 20255 min readTop 10 Ethos of 2025
As 2025 draws to a close, we take a look at this year's 10 most popular editions of the Market Ethos....
Market Ethos
Dec 08 - 202510 min readThe Final Stretch
Aside from some volatile spats, 2025 has been solid for both markets and the wider economy. In this environment, can Canadian banks continue their hot streak, and could Japan’s improving corporate governance help attract investors?...
Market Ethos
Dec 01 - 20256 min readCanada Needs Its Laggards to Step Up
The TSX has had a banner year, but big gains have also meant elevated valuations. Can the market keep the momentum going in 2026, and will lagging sectors need to pick up the pace?...
Market Ethos
Nov 24 - 20257 min readNot Our First Rodeo
Great innovations often lead to bubbles, and AI may be no exception. So have markets moved on from the boom period, and how long can the euphoria last? ...
Market Ethos
Nov 17 - 20256 min readImpatience Bias
The world around us may be accelerating, but it can still take time for markets to reflect headlines or major events. Are tariffs and broader policy uncertainty finally starting to provoke an economic reaction? ...
Market Ethos
Nov 10 - 20257 min read