Recent Posts

Doing Nothing is Hard

Apr 17, 2026 - Michael Asadoorian

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Resetting Expectations After Three Great Years

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More Free Play

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More Black Days Than Red

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Say Hi to Sydney Samantha

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Echoes of Innovation: Lessons from Past Manias for Today’s AI Boom

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Movember...Walking For The Weight We Don't Talk About

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The Golden Dilemma: Valuation, De-dollarization, and What Comes Next

Gold’s surge above US$4,000 has reignited a familiar question: does this mark a new structural era or another cyclical overshoot? The metal’s inflation-adjusted price now sits near historic extremes, a level that in past cycles has been followed by w...

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Canada’s Budget Highlights 2025 - 2026

Canada’s Federal Government released its new budget for the year ahead providing key details on important support programs....

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Gold at US $4,000: What’s Driving It and Where Do We Go From Here?

Gold has surged past US$4,000 per ounce, rising roughly 50% year-to-date. Driven initially by central banks and Chinese demand, this rise has more recently been renewed by investor inflows from Western markets....

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