These 4 Quebec Rollups have Crushed the TSX

These 4 Quebec Rollups have Crushed the TSX

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Silver Goes Parabolic, ASML Confirms the AI Boom, and UnitedHealth Gets Crushed

In this jam-packed news & earnings episode, Simon and Dan break down the Bank of Canada holding rates, the massive uncertainty around U.S. trade policy, and why macro headlines are driving markets more than usual. We also dig into silver’s parabolic run (and why Simon trimmed exp ...  Show more

SaaS Stocks Are Getting Crushed. Buy the Dip or Stay Away?

Tech has looked unstoppable thanks to AI winners—but a huge part of the market is telling a very different story. In this episode, Simon and Dan break down the brutal valuation reset hitting SaaS (Software-as-a-Service) stocks, with many major names down 30–50%+ despite still-sol ...  Show more

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