Investment Recommendations
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Market Rotation Picks Up: Small Companies Outperform Big Tech
Markets are acting differently in early 2026. Small-cap stocks are up, and tech is starting to lag. It’s a sharp change from last year when the big tech names carried almost everything. Investors are noticing. Michael Arone from State Street says the rotation started late last year and gained momentum in recent weeks. Earnings, policy
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First Quantum Unlocks Cobre Panama Stockpile, Driving Copper Output
First Quantum Minerals (TSX: FM) got a big break this week. Panama’s President Jose Raul Mulino gave the nod to allow the company to process ore that’s been sitting at its idle Cobre Panama mine since operations stopped in 2023. It’s not a full reopening, but it’s a start toward stabilizing the site. The company
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Ex-Defence Minister Enters Canadian Defence Tech With Bold New Startup
Former Canadian defence minister Harjit Sajjan has entered the private sector with a new defence technology startup aimed at supporting Canada’s growing military and sovereignty ambitions, particularly in the Arctic. Sajjan is a cofounder and executive chair of Juno Industries Inc., a Vancouver-based company developing autonomous systems software for use in high-risk environments. The startup
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Investor Protection at Risk? Warren Questions SEC on Crypto Integration
Senator Elizabeth Warren has asked the SEC to clarify how it will protect investors as cryptocurrency and other alternative assets start appearing in 401(k) and other retirement accounts. Her request follows an executive order from August 2025 that encouraged federal regulators to make alternative assets, like crypto and private equity, easier to access. Concerns About
