TRADE WITH CONVICTION

Friday, July 3, 2026
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Analysis

The Strait of Hormuz Premium: Positioning for a Semiconductor Supply Shock

Middle East tensions threaten semiconductor supply chains with material shortages and energy cost spikes, risking major disruption for tech-heavy portfolios.

By Catherine Walsh • March 10, 2026
Economy
Earnings
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Markets

Market Whiplash: How Trump's Iran War Comments Triggered Historic Intraday Reversal

A wild intraday reversal saw stocks rebound sharply after Trump's comments suggested a potential de-…

James McAllister • Mar 10, 2026
Markets

TSX's 700-Point Comeback: Why Canada's Resource-Heavy Index Mirrors U.S. Recovery

The TSX rebounded sharply, mirroring the U.S. market's resilience. Resource stocks led the charge, b…

Sarah Chen • Mar 10, 2026
IPO

Cross-Border M&A Play: West Enclave Targets $100M for Latin America Business Combinations

West Enclave Merger files $100M Nasdaq IPO to bridge US capital with Latin American growth stories, …

Catherine Walsh • Mar 10, 2026
IPO

The SPAC Phoenix Rises: Fortress Value V Ignites $287.5M Signal

Fortress Value V raises $287.5M as blank-check vehicles stage a comeback. Watch these levels for the…

Tyler Brooks • Mar 10, 2026
Earnings

Casey's Q3 Preview: Strong Growth Expected, But Can the Midwest Chain Weather the Storm?

Casey's ($CASY) faces sky-high expectations with 27% projected EPS growth ahead of March 9 earnings,…

Diana Kowalski • Mar 10, 2026
Economy

The Fed's High-Stakes Poker Game: Betting Against Oil and Iran

Fed Governor Miran doubles down on rate cuts despite Mideast oil shocks, leaving markets to grapple …

Marcus Rivera • Mar 10, 2026
Markets

Oil Crash Triggers Market Whiplash as Trump War Comments Spark Dramatic Reversal

Wall Street executes a 350-point resurrection as oil collapses $30 in hours, rewarding tech bulls an…

James McAllister • Mar 10, 2026
Markets

800-Point Thrash: How TSX Energy Giants Engineered a Mechanical Bull Rally

TSX rebounds 800 points from session lows to close up 0.32% as energy and base metals sectors trigge…

Sarah Chen • Mar 10, 2026
IPO

Why West Enclave's Latin America SPAC Could Signal a New Investment Frontier

Mexico City-based SPAC West Enclave files $100M IPO targeting Latin American businesses, potentially…

Catherine Walsh • Mar 10, 2026