New construction homes are accumulating in the US, leading to the highest inventory levels since the global financial crisis, which will put pressure on prices.

Canadian housing market bubble continues to deflate. House in Niagara region sold for almost $1.4M in 2022, sells for $920k this week. Safe to say, there is no equity left in the deal.

Here are the top 5 companies in Canada and the US, highlighting a lack of innovation. Aside from Shopify, Canada’s leading companies largely originate from the 1800s. For Canada to become a global leader, this must change. This problem plagues many nations, innovation is the future.

Trump moving forward with tariffs but voters care more about reducing cost of living.

Predictably, tariffs make things worse. US manufacturing will be struggling with surging input costs.

Tariffs are on the mind of almost 50% of corporates.

Best bang for your buck retaliation is striking Trump’s right hand man. While the instance below was a personal fallout, we will see more headlines like this. If tariffs proceed, wouldn’t be shocked to see a country ban Tesla.

While markets tend to get overly exuberant. Early analyst expectations of future technologies have tended to underestimate market size.

Bitcoin is currently down over 25% from its peak, which is a typical drawdown in Bitcoin history.

Driven by poor performance, the investor exodus from the Bitcoin ETFs was the largest on record.

Memecoin launches have begun to dewindle. Hopefully, we are nearing the end of the meme coin chapter. Crypto needs real world use cases, not more opportunities for retail to lose money.

Since the launch of ChatGPT triggered an AI arms race and heightened demand for its products, Nvidia’s quarterly results have usually led to double-digit after-hours share price movements. This time, however, the stock fluctuated but ultimately closed near its starting point.
Both profits and revenues exceeded market expectations. Given that it has only been a month since the DeepSeek AI app from China raised concerns about Nvidia’s previously assumed business stability, a significant surge might have been anticipated. The stock ended its first session after releasing earnings down more than 8%.

Revenue growth remains impressive.

On-demand H100s were available about 95% of the time in early January before the release of Deepseek R1, but now they are available only 15% of the time.
