First rate hike, $100 oil and the hard asset case
Canada’s counter-tariffs and a $10B Clearwater merger
Cash generators lead as long yields push higher
Bond yields break out, cash generators lead
Gold turns up, breadth expands, semis stay weak
Cash Generators Over Cash Spenders as Rates Rise
Teck Beats as Cash Generators Lead Earnings Season
Bond Yields Break Out as Financials and Commodities Lead
Tech Rotations, Oil at $80 and the Bank of Canada
Breadth Expands as Financials Break Out
