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Anatomy of A Canadian Bear
Industry/Market Reports

Anatomy of A Canadian Bear

Sixteen S&P/TSX Composite declines of 15% or more since 1979: how they start, how far they fall, and what ends them

Oct 9, 2026
Higher Floor
Commodities

Higher Floor

Why oil is not sustainably elevated above $100, why the events of 2026 put a floor under the barrel near $70, and why an equity investor should prefer it that way.

Sep 14, 2026
The Cartography of the Risk-Free Rate
Geopolitics

The Cartography of the Risk-Free Rate

Fragmentation and the Price of Sovereign Money

Jun 30, 2026
From Geology to Geography
Geopolitics

From Geology to Geography

The Cartography of the Cleared Price

May 26, 2026
You're Not Long Copper
Commodities

You're Not Long Copper

The Exposure Is Not What You Thought It Was

Mar 31, 2026
Chemring: War Demand and Old Lessons
Company Report

Chemring: War Demand and Old Lessons

Converting Rearmament Cycles Into Durable Industrial Economics

Jan 30, 2026
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