The Wolf on Bay Street

10/16/2026

European stocks reached a two-week high as strong corporate earnings and gains in healthcare lifted markets, despite ongoing weakness in technology. With inflation remaining a concern and interest rates still in focus on both sides of the Atlantic, investors are watching closely for signs of what comes next for markets. Read more below.

Source: https://www.reuters.com/markets/europe/european-shares-fall-global-tech-rout-hits-risk-appetite-2026-10-15/

10/16/2026

The Fed raised rates in September, but economic growth continues to pick up, supported by strong consumer spending and AI-related investment.

In the latest Market in Focus, Growth Firms as Rates Reset, we explore the implications for US government bonds, the Canadian dollar, commodities and equities, and why flexibility, diversification and a long-term perspective remain important in a market led by a relatively small group of stocks.

Read the full piece here: https://canaccord.box.com/s/9blj14q6149mg4vbeussuu01q8py7e8w

10/16/2026

Morning Coffee - Friday, October 16, 2026

cgf.com

10/15/2026

Morning Coffee - Thursday, October 15, 2026

cgf.com

10/13/2026

Morning Coffee - Tuesday, October 13, 2026

cgf.com

10/09/2026

Morning Coffee - Friday, October 9, 2026

cgf.com

10/08/2026

Morning Coffee - Thursday, October 8, 2026

cgf.com

10/08/2026

Owning 20 stocks isn't the same as being diversified, especially if those 20 stocks are all in the same sector or moving with the same market forces.

True diversification spreads risk across asset classes, market capitalizations, sectors, and geographies, not just the number of positions you hold.

Not sure how diversified your portfolio actually is? Let's take a closer look.

10/07/2026

Morning Coffee - Wednesday, October 7, 2026

cgf.com

10/06/2026

Morning Coffee - Tuesday, October 6, 2026

cgf.com