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Vol. 1  ·  No. 501
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Tagged: entity:brent   Clear
Coverage: brent
94articles
Apr 1, 2026first coverage
Aug 20, 2026most recent
Market (24)Geopolitical (42)Weekend Edition (5)Daily Thread (13)Behavioural (5)Economy (2)Month at a Glance (3)
Behavioural
The Optimism Bias Driving Energy Investors Into a Cognitive Trap
Every rumour of a deal sends oil prices lower and energy stocks higher. Behavioural finance research explains why this pattern is dangerous, and why advisors who understand it are positioned to prevent a costly mistake.
May 22, 2026 6 min
Daily Thread
The TSX Energy Sector Already Priced a Deal. The Khamenei Edict Just Made That a Problem.
Oil bounced 3-4% on Khamenei's uranium edict, but Canadian energy stocks barely moved. That divergence tells you exactly what the market is betting on -- and what happens if it's wrong.
May 21, 2026 5 min
Geopolitical
The Day After Hormuz
Iran is reviewing a U.S. peace proposal. The UAE pipeline bypass is 50% built. ADNOC's CEO says normalization takes four months minimum even if conflict ends today. For Canadian energy investors, the question is no longer if the strait reopens but what the price floor looks like when it does.
May 21, 2026 6 min
Market
The TSX Fell 0.27%. That Number Hides Everything.
Energy gained 2.3%. Mining lost between 2% and 6%. Financials dropped. Tech retreated. The index nearly flat is an arithmetic accident produced by one sector offsetting everything else. The US 30-year yield at a 19-year high is what drove the session.
May 20, 2026 6 min
Geopolitical
The Gulf States Just Prevented a War. The Question Is Whether They Can Produce a Deal.
Saudi Arabia, Qatar, and the UAE convinced Trump to stand down from a planned Tuesday strike on Iran. The ceasefire is alive. The Strait of Hormuz remains closed. For Canadian energy investors, the calculus depends on which scenario resolves this standoff: a deal in weeks, or stalemate through the summer.
May 20, 2026 7 min
Market
The PPI Morning: Energy Holds, Gold Retreats, Banks Read the Room
U.S. wholesale inflation came in at double the consensus at 8:30 AM. The TSX is absorbing the number through a familiar split: energy names firm on elevated oil, gold miners lower on dollar strength, banks uncertain on which direction rates move. The Trump-Xi summit starting tomorrow is the next catalyst.
May 13, 2026 6 min
Geopolitical
The Ceasefire Is Real. The Strait Is Not Open. Those Are Two Different Things.
A two-week ceasefire is in effect between the US and Iran. It was brokered by Pakistan hours before Trump's threatened deadline, and both sides have claimed victory. Talks begin Saturday in Islamabad,
Apr 9, 2026 4 min
Daily Thread
Oil Fell on the Day the U.S. Bombed Iran's Main Oil Terminal
Brent crude closed near $106, down nearly 3%, on the same session in which U.S. forces struck Kharg Island, Iran's primary oil export terminal. Oil moving down on confirmed physical destruction of Ira
Apr 7, 2026 3 min
Geopolitical
Iran War Day 37: Ceasefire Talks, Trump's Tuesday Deadline, and What a Deal Would Mean for Canadian Portfolios
A 45-day ceasefire framework is being discussed between the U.S., Iran, and regional mediators, according to multiple sources cited by Axios and NBC News. Trump has not signed off on the proposal. He
Apr 6, 2026 4 min
Market
Five Risks, One Monday: How the TSX Opens Into the Most Compressed Risk Environment of 2026
The S&P 500 is down 5.1% year-to-date as Liberation Day tariffs took effect April 2 under a new Section 301 framework. The "Sell America" trade that emerged one year ago has become a structural realit
Apr 6, 2026 4 min
Weekend Edition
The Credibility Gap: 5 Charts From a Week That Punished Every Reactive Investor
The ceasefire cycle ran its full course in four days. Markets rallied Tuesday and Wednesday on Trump's claim that Iran requested a ceasefire, then reversed hard Thursday morning after his prime-time a
Apr 4, 2026 11 min
Market
Trump's Speech Crushed the Ceasefire Rally. Here Is What Happened Overnight.
Trump promised more strikes, not a ceasefire. In his prime-time address Wednesday, Trump said the U.S. will "hit them extremely hard over the next two to three weeks" and vowed no ceasefire until the
Apr 2, 2026 4 min
Geopolitical
April Will Be Worse Than March. The IEA Said So. Here Is What That Means.
IEA Executive Director Fatih Birol warned Wednesday that the energy crisis sparked by the Iran war "will be much worse" in April than March, because pre-war cargo shipments that transited the Strait b
Apr 2, 2026 4 min
Market
TSX Rallies 700-Plus Points as Ceasefire Hope Returns to Markets
TSX up 738 points to 32,673 as Trump's ceasefire claim triggers a broad risk-on rally across North American markets, following Tuesday's 833-point surge
Apr 1, 2026 4 min
Showing 81–94 of 94 articles
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