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Tech & Markets

AI, fintech, market infrastructure, digital rails, and the technology shifts moving capital and household money.

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Technology
May 18, 2026Kevin Jenkins6 min read

The AI Investment Gap: Big Tech's $80 Billion Wager on Future Revenue

Technology giants are pouring record capital into AI infrastructure, but direct revenue remains a fraction of the cost. The market is now asking how long the build-out can last without proportionate returns.

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Markets
May 20, 2026Kevin Jenkins5 min read

USD/CAD Hits 1.3757, Squeezing Canadian Importer Margins

The Canadian dollar's slide against the greenback is set to test the pricing power of domestic retailers and equipment importers heading into the third quarter.

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Markets
May 19, 2026Kevin Jenkins4 min read

Mid-Day Macro: European Close Solidifies Defensive Rotation as Gold Catches a Bid

The European market close solidifies a structural pivot into defensives and commodities. FTSE 100 ends higher as institutional capital quietly hedges US indices.

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Markets
May 13, 2026Kevin Jenkins5 min read

Bank of Canada’s New Test: Looking Through Gas Prices Without Missing the AI Shift

The Bank of Canada can stay patient only if the energy shock stays narrow. A same-day AI speech shows why the longer-term inflation story is more complicated.

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Markets
May 14, 2026Kevin Jenkins7 min read

America's Price Shock Is Becoming Canada's Margin Test

Hot U.S. inflation data and Canada's trade rebound point to the same problem: North America can absorb an oil shock, but not if firms start treating it as normal.

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Markets
May 12, 2026 8:13 AMKevin Jenkins5 min read

Federal Reserve Adjusts Rates: What It Means for Cross-Border Markets

The latest policy changes from the Fed ripple through North American markets, impacting everything from tech stocks to Canadian real estate investments.

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Investing
May 08, 2026 6:57 AMKevin Jenkins5 min read

The Ultimate Couch Potato Portfolio Guide

Learn how to build a diversified, low-cost investment portfolio that requires minimal maintenance in the 2026 market environment.

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Investing
May 07, 2026 1:48 PMKevin Jenkins6 min read

Green Energy Investments: Clean Tech in 2026

How the transition to renewable energy is creating new opportunities for long-term investors in the post-carbon-tax economy.

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Markets
May 06, 2026 8:13 PMKevin Jenkins7 min read

The End of the Zero Interest-Rate Policy Era

A deep dive into how the reversal of ZIRP is fundamentally restructuring corporate debt, retail banking, and fixed-income portfolios across North America in 2026.

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Investing
May 04, 2026 12:24 PMKevin Jenkins8 min read

The Rise of Private Credit in Retail Portfolios

Once reserved for institutional giants, private credit is becoming accessible to retail investors in 2026. Is the yield worth the liquidity risk?

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Markets
May 16, 2024Kevin Jenkins5 min read

US Core CPI Persistence: Implications for Cross-Border...

Recent inflation data shows Core CPI stabilizing above the Federal Reserve's target, signaling potential prolonged higher interest rates and impacts on cross-border markets.

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