Hello…here is our top ten which I hope you find helpful and interesting.
Beginning with Brian Belski’s revised target for the TSX and his bullish outlook on the S&P, optimism seems to be prevailing, with even the typically cautious Morgan Stanley strategist, Mike Wilson, joining the bullish sentiment, marking a shift from his previous bearish stance. However, some may argue for a more balanced market sentiment, acknowledging the value of differing perspectives.
In terms of investment strategy, Martin Pelletier offers valuable advice for those focused on short-term gains, complemented by insightful interviews featuring tech leaders, including Michael Dell’s strategic partnership with Nvidia.
Nvidia’s earnings release helped the market this week and Cisco’s former CEO thinks AI will power the market over the next decade.
Meanwhile, notable developments include SBK investors receiving full reimbursement with interest, as detailed in The Daily podcast. Additionally, tech billionaires are exploring the creation of a new city in California, signaling significant shifts in urban development.
Reflecting on cultural events, the meeting between Jordan Peterson and Rex Murphy in 2022 led to a memorable showcase of Murphy’s home province, Newfoundland and Labrador. Murphy’s posthumous recognition with the Order of Canada and the elegantly crafted “Requiem for Rex” further underscore his lasting impact.
In other news, a Canadian figure leads innovation in the luxury golf sector, while Kevin Costner receives acclaim for his film “Horizon” at the Cannes screening, highlighted by an enthusiastic 8-minute standing ovation. Part One of the trailer is also included for viewing.
Wishing you a wonderful weekend,
David
Number 4- Recent interview with the heads of : Dell, NVDA and NOW
Fantastic context. Key point: is Dell going to do it again? Looks like. Theme is evolving very fast .:
Number 6- The Crypto Comeback-The Daily
https://podcasts.apple.com/ca/podcast/the-daily/id1200361736?i=1000656250543
This month, customers of FTX — Sam Bankman-Fried’s cryptocurrency exchange, which collapsed in 2022 — were told that they would get their money back, with interest.
David Yaffe-Bellany, our technology reporter, explains what was behind this change in fortune and what it says about the improbable resurgence of crypto.
We hope you found the Top Ten interesting this week, and are looking forward to another selection of articles, stories, and commentary next week. If you know of anyone else who would be interested in receiving our weekly note, please let me know.
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