Author: Zulfiqar
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Central Banks Buying Gold For 15 Years – Why It Matters
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CBDCs, Stablecoins, and Bitcoin: The Noise vs. Reality You’ve probably heard all about CBDCs (Central Bank Digital Currencies). Social media is buzzing, and depending on who you listen to, you’re…
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5 Things I Am Watching Today: August 28th, 2025
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1. U.S. Economy & The Fed U.S. GDP came in better than expected, and unemployment claims were a little lower than forecasts. On the surface, the U.S. economy looks like…
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5 Things I am Watching Today: August 27th, 2025
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1. Big Data Week Ahead Relatively light data the past few days.But, we get U.S. GDP tomorrow and then PCE Index + Consumer Sentiment on Friday.Also, pending home sales for…
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5 Things I am Watching Today: August 25th, 2025
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1. Canada’s Economy: Stability or Just Dreadful Growth? Here’s my thesis on the Canadian economy, just so we’re very clear.The economy is going through the worst of it now, and…
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5 Things I am Watching Today: August 22nd, 2025
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1. Canadian Retail Sales: A Big Jump? Canadian retail sales report a big jump in June. Woohoo! Canadians are back in business?Oh wait, June sales actually dropped according to early…
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5 Things I am Watching Today: August 21st, 2025
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1. Economic Data… Canadian PPI – inflation at producer level comes in hotter than expected. But, nothing insane on the surface to say the least. Raw material prices up 0.8%…
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5 Things I am Watching Today: August 20th, 2025
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1. Canadian Housing: New Home Prices Drop New home prices are down in Canada… *acts surprised*Not much data out of Canada or the U.S. today.However, a bunch of Fed officials…
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5 Things I am Watching Today: August 19th, 2025
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1. Canadian Inflation Numbers – As Expected In July, inflation came in at 1.7% year-over-year, down from 1.9% in June. For those looking for an interest rate cut, you can…
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5 Things I Am Watching Today: August 18th, 2025
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1. Lots Of Data for Canada This Week Canadian housing starts jumped. Foreign investors bought $709 million worth of Canadian securities – the first inflow since January. However, Canadian investors…
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5 Things I am Watching Today: August 12th, 2025
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1. U.S. Consumer Inflation Comes in Line — But the Story Isn’t Over U.S. consumer inflation came in line with expectations on a month-over-month basis, while the year-over-year rate came…
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5 Things I am Watching Today: August 7th, 2025
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1. Bank of England Cuts Rates – But There’s A Bigger Story Here Bank of England cut its benchmark rate by 25 basis points, as expected. What’s interesting is the…
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5 Things I am Watching Today: August 5th, 2025
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1. Economic Data: Job Revisions, Housing Softness & What’s Next There’s a lot happening in the U.S. economy, but just as much noise. Last week’s jobs numbers weren’t great, but…
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Steady Beats Flashy: The Power of Consistent Portfolio Returns
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The Illusion of High Average Returns When I first started investing, like many others, I wanted to hit home runs. I’d aim for portfolio gains far above and, in some…
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5 Things I am Watching Today: July 31, 2025
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1. Copper’s Wild Ride – Key Levels Breaking Wow, this move in copper is huge. This comes right after Trump said tariffs will only apply to certain products. Up until…