The Finkelstein Group of RBC Dominion Securities Inc.

06/01/2026

“Essentials of Interest Rates” Interest rates dictate the base costs of our personal loans and mortgages, and they also help set the cost of business debt. They also strongly influence equity and bond prices.

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05/04/2026

“Intensifying Trends” Both the price of oil, and the spending on the AI buildout are accelerating higher. We discuss the implications.

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04/20/2026

“War? What War?” Despite severe Middle East tensions, and continued global shortage of several critical products, the markets have achieved all-time highs. We discuss the dynamics.

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03/23/2026

“Energy and Continuing War” We update the current and projected market impacts of the Iran War.

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03/09/2026

“Markets & The Iran War” The markets are focused tightly on the war’s impact on higher oil prices, inflation, and interest rates. We discuss the dynamics, appropriate perspectives, and the most probable scenario.

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02/23/2026

“AI & Its Impacts” We discuss the emerging AI trends and their impacts on business productivity, the workforce, and investment strategy.

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02/09/2026

“Changing Times” Seismic forces such as the US withdrawal from the global multilateral trade system and the rapid arrival of AI are creating major market trend changes.

In this first edition, we look at safe havens, AI impacts, and the rise of the emerging markets.

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01/26/2026

“Thinking Ahead 2026: The Macro, Market, and Technical Environment” Our annual review of the key economic, market, and technical dynamics shaping performance in 2026.

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Fresh insights into key market dynamics.

12/22/2025

“Six Rewarding Investment Themes of 2025” Gold & base metals, financials, value retailers, industrials, and international markets all performed well during 2025. We explain the driving forces behind these outperforming investment themes.

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12/08/2025

“Dr. Copper” Copper is an essential building block of critical infrastructure for AI, renewable power, and in fact, a great list of daily amenities. Yet, it is in increasing in short supply. We discuss the investment implications.

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