Canadian Defense shares are due to a boost. Earlier this spring, the Canadian government announced that it would increase defense expenditure to 5% of the gross domestic product (GDP). 3.5% of those expenditure must be assigned to the core military, and 1.5% will be assigned to military infrastructure. This is a substantial increase compared to […]
The Canada Revenue Agency (CRA) has required Canada Pension Plan (CPP) contributions to ensure that each Canadian has a basic income for food, medicines and utilities during retirement. If you have a mortgage or debts to bear fruit, CPP may not be sufficient. Do not rely on the maximum CPP payment, which in 2025 is […]
It is not unusual that a single stock drops 5-10% at night. A disappointing income report, weak guidance, analysts -downgrade or even a surprise development of the regulations can make shares tumbled in one session. Those swings can even be sharper in a controversial, hype-driven industry such as artificial intelligence (AI), where expectations are high […]
Remarkable this week AI takes over office workers AI gets facts from Reddit and YouTube AI Capex can be on a peak Dead Two -time in death AI takes over office workers: Maybe not exactly what this graph shows. However, it indicates that investments are currently aimed at AI instead of expanding office space. The […]
Tom Lee probably appears on the compound on the third or display. Tom Lee says it’s still early. I think, after it went so much, it is quite incredible that we are still early. Interestingly, Mike Wilson from Morgan Stanley (who does not remember the most to be Bearish for the wrong reasons) also thinks […]
By Dr. Jim Dahle, WCI founder Too many starting investors are not familiar with the dividend -antrelevantie theory. This theory arises without work that was done in the sixties by Franco Modigliani and Merton Miller. A Nobel Prize was even won for this and related work. I don’t think you have to believe in this […]
Liquidity, guilt and what it means for shares In an interview earlier this month, Michael Howell from Crosborder Capital supplied his analysis of the global liquidity environment and its implications for financial markets. His message to investors was clear: liquidity, no interest rates or economic cycles, remains the actual engine of asset performance – and […]
Statewide Drive – Bitcoin Surge This week at ABC Statewide Drive with Jess Maguire, I explained why Bitcoin has risen to new record highs and whether it really has become mainstream or just a bubble in the making. I have the origin of cryptocurrency, how blockchain removes expensive intermediaries, and why printing the central bank […]
ARB’s financial year 2025 results and prospects ARB’s financial year 2025 (FY25) Results reflect a challenging environment, with a profit of four percent before tax (PBT) Miss driven by lower gross margins. The power of the Thai Baht and the lower factory recovery (more about this below) pressed margins, a trend exacerbated by the exposure […]
I had a joke in the years 2010 that went like this: I am a contrary. -Everyone It was cool to be the opponent of the big financial crisis. We all read The big short. Everyone wanted to be the next Steve Eisman, Michael Burry or Meredith Whitney. Like most things in the markets, the […]