Most people own the AI trade the same way: a handful of familiar US names, bought because everyone else owns them too....
Articles
Dated market commentary and news analysis for cross-border investors, published alongside the Bespoke Weekly newsletter. Tied to specific events and time-stamped.
Head Offices on the Move: What Cross-Border Corporate Migration Means for Where You Work, Live, and Pay Tax
When a company moves its head office, most people read it as a business-page story about that one company. For a...
When “Cooling” Still Means Hike Risk: Reading the US Inflation Picture From Both Sides of the Border
“Inflation is cooling.” It sounds like unambiguously good news, and mostly it is. But the word hides a twist this...
The August 19 Cliff: What a Make-or-Break Tariff Deadline Means for Cross-Border Families and Owners
A deadline is a strange thing. For weeks it sits on the calendar as an abstraction, something to deal with later. Then...
Records Are Not a Reason to Chase: Reading a Canadian Market at All-Time Highs
A record high is a strange thing. It makes people feel late and nervous at the same time. This week the Canadian...
The Other Side of the AI Trade: Canada’s Critical Minerals and the Picks-and-Shovels Case
Almost everyone owns the same five AI stocks. Almost nobody owns the stuff those stocks depend on. There is an old...
Same Continent, Different Interest Rate: How the Canada-US Rate Gap Quietly Shapes Your Money
Two economies. One border. And this week, they could not have looked more different. On Friday morning, Canada and the...
One Good Month Is Not a Trend: Reading Canada’s Rebound Without Getting Ahead of It
Canada’s economy grew again in May. That is good news, and it is worth saying plainly. But one strong month is not a...
A Patient Fed and a Cooling Economy: What It Means for Your US-Dollar Accounts
The US economy is slowing, inflation is still stubborn, and the Federal Reserve just decided to wait. None of that is...
Picks and Shovels North of the Border: Canada’s LNG Buildout Through a Cross-Border Lens
Oil grabbed the headlines again this week, swinging on every Middle East update. But the Canadian energy story worth...
A Store of Value That Ignores the Exchange Rate: Gold’s Role on a Cross-Border Balance Sheet
When oil was spiking and stocks were swinging this month, one asset quietly did its job. Gold held near $4,000 an...
Picks and Shovels North of the Border: Why a $2.9-Billion Pipeline Approval Matters More Than the Daily Oil Price
While the oil price was busy spiking and sliding on Middle East headlines this week, the more durable Canadian energy...
When Oil Spikes on One Headline and Falls on the Next: Reading the Red Sea Shock as a Cross-Border Investor
Two weeks ago, oil was quiet. By Thursday it had punched through $100 a barrel. By this morning it had handed a good...
Planning Around an Open-Ended Trade File: What USMCA Limbo Means for Cross-Border Families
There is still no new trade deal between Canada and the United States. Formal talks have not even started. And over...
From Commodity to Infrastructure: What a Week of Canadian Energy Deals Means for a Resource-Heavy Portfolio
In a single week, Ottawa and Alberta finally shook hands on carbon capture, a twenty-two billion dollar takeover...