Inukshuk Capital Management

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Inukshuk Capital Management Inukshuk Capital Management is an independent investment manager focused on cost-effective investment strategies designed to maximize risk-adjusted returns

This letter looks at the recent history of interest rates and market expectations.
09/11/2026

This letter looks at the recent history of interest rates and market expectations.

Artificial intelligence and it's wide-ranging effects on equity markets at all levels and regions

In this month's letter we compare the dot-com market boom with today's AI-driven boom
06/15/2026

In this month's letter we compare the dot-com market boom with today's AI-driven boom

June 2026 – Déjà Vu All Over AgainIs the AI boom following the same path as the dot-com era? We compare the Nasdaq 100’s performance 43 months after Netscape vs. ChatGPT and discuss what it means for investors.

In this month’s note we’ll have a look at how this year’s performance of the S&P/TSX 60 is similar but different to 2025...
04/15/2026

In this month’s note we’ll have a look at how this year’s performance of the S&P/TSX 60 is similar but different to 2025.

S&P/TSX 60’s continued outperformance versus the S&P 500, the impact of the oil shock on sector rotation, and why diversification remains essential even when markets behave unpredictably.

Our annual prognosticators edition where we assess the pundits’ 2025 predictions
12/15/2025

Our annual prognosticators edition where we assess the pundits’ 2025 predictions

December 2025: our annual prognosticators roast reviews Krugman, Cramer, Schiff and Spitznagel's bold 2025 calls.

The rise of the retail trader
08/18/2025

The rise of the retail trader

August 2025 markets echo the dot-com boom, with retail traders driving stonks and Shopify leading Canada. Explore retail trading trends and stay steady with our insights

Considering the rally off the lows of early April this note will look at recent events, a new acronym TACO (apparently, ...
06/17/2025

Considering the rally off the lows of early April this note will look at recent events, a new acronym TACO (apparently, we need more) and the old market adage: sell in May and go away.

May 2025 stocks soared 6.1%. June brought tariff noise and sell in May talk. Learn about TACO and market trends. Read our insights to navigate volatility.

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1920 Yonge Street
Toronto, ON
M4S3E2

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