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Canada has a bit of a social license for privatization, says C.D. Howe's CEO
7 takeaways: Why private infrastructure investment has fallen since 2015, the CPPIB chief on there being no safe harbor anywhere, and the…
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"We've got about 5,000 rooms of spare capacity": Black Diamond CEO on $2B of bids
7 numbers: The bid pipeline he disclosed with second-quarter results, the spare beds he can fill without building anything, and the 69% growth rate in…
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$27B was raised on Canada's two exchanges before the summit, TMX Group's CEO finds
4 arguments: Why he says the immediate write-off matters more than the headline rate, what makes the permanence the important part, and why he is…
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Category Pirates co-founder on the AI slowdown: "nobody wants a failed IPO"
5 arguments: Why he says product-liability law already covers the risk, what a 1982 recall tells him about the frontier labs, and the three things he…
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Monotaro holds just 3-4% of Japan's MRO market, City Different Investments finds
4 arguments: Why he pairs index AI exposure with funds that own none of it, the gigawatt Talen has already sold to an Amazon data center, and the Flex…
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ReSolve Asset Management CEO on bonds: "five years ago, bonds yielded 1%"
18 calls: Why he says bonds are real competition for stocks again, which covered-call yields he thinks flatter themselves, and the three ETFs he named…
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Amazon won't cut capex over 50 basis points, says Argent's portfolio manager
6 calls: Why he separates residential construction from everything else being built, the six companies he watches to verify Nvidia's demand, and what…
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Canada goes from near zero to 15 to 20 gigawatts of data centers — BMO Capital Markets
5 insights: The four Canadian names BMO's analysts picked for the buildout, why cheap natural gas and a cold climate are the selling points, and the two…
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"We continue to watch this $100 level": Meridian partner on oil and geopolitics
6 calls: Why the Dow sold off harder than the other indices, what tomorrow's S&P rebalance does to crowded tech positions, and why he is not worried by…
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