The U.S.-Canada Trade War Is Getting Bigger: Which Industries Could Win and Lose? 

The U.S.-Canada Trade War Is Getting Bigger: Which Industries Could Win and Lose? 

A New Phase in North American Trade  Trade tensions between the United States and Canada have escalated sharply. After negotiations broke down, President Donald Trump threatened to raise tariffs on Canadian cars, trucks, automotive parts and steel to 50% from January 1, 2027. Canada has also announced retaliatory measures on selected U.S. goods beginning September…

Docebo, Inc. : (TSX:DCBO) Advances as AI-Powered Learning Platform Gains Enterprise Momentum

Docebo, Inc. : (TSX:DCBO) Advances as AI-Powered Learning Platform Gains Enterprise Momentum

Company Overview  Ticker: DCBO(TSX)  Headquarters: Toronto, Canada  Founded: 2005  CEO: Alessio Artuffo  Industry: Packaged Software Docebo is positioning itself beyond a traditional Learning Management System (LMS). Its strategy is to become an AI-powered workforce readiness platform, combining learning, skills intelligence,…This report is available to MarketFacts members.Log in to read this report

The Treasury Buyback Experiment: Can the U.S. Government Really Lower Borrowing Costs? 

The Treasury Buyback Experiment: Can the U.S. Government Really Lower Borrowing Costs? 

Introduction The U.S. Treasury has taken an unusual step to address rising long-term borrowing costs: buying back outstanding Treasury bonds.  The move comes as long-term yields have risen sharply, with the 30-year Treasury yield recently reaching levels not seen since 2007. On August 19, the Treasury announced that it would double the size of certain…

The Future of Freight: How Railroads Are Benefiting From Supply Chain Shifts 

The Future of Freight: How Railroads Are Benefiting From Supply Chain Shifts 

Introduction  While investors have focused heavily on technology stocks, artificial intelligence, and high-growth sectors, another group has been quietly delivering strong financial performance: insurance companies.  Higher interest rates, improving investment income, disciplined underwriting, and resilient demand have created favorable conditions for insurers. As a result, many insurance companies are generating stronger profits, healthier balance sheets,…

Tilray Brands, Inc.: How Craft Beer and Spirits Acquisitions Saved the Company’s Balance Sheet

Tilray Brands, Inc.: How Craft Beer and Spirits Acquisitions Saved the Company’s Balance Sheet

Company Overview Ticker: TLRY(NASDAQ) Headquarters: New York, USA Founded: 2018 CEO: Irwin David Simon Industry: Agricultural Commodities Core Business Cannabis Tilray is the leading cannabis company in Canada and maintains a strong presence in the European medical cannabis market. Key…This report is available to MarketFacts members.Log in to read this report

Brookfield Renewable Corporation: Why Combining BEP and BEPC is a Game Changer for Retail Investors
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Brookfield Renewable Corporation: Why Combining BEP and BEPC is a Game Changer for Retail Investors

Company Overview  Ticker: BEPC(NYSE)  Headquarters: New York, USA  Founded: 2019  CEO: Connor David Teskey  Industry: Electric Utilities  Core Business  Brookfield Renewable operates a diversified portfolio spanning renewable power generation, energy storage, and sustainable solutions.  Hydroelectric Power  Hydropower remains the company's…This report is available to MarketFacts members.Log in to read this report

Why Insurance Companies Are Quietly Becoming Market Winners 

Why Insurance Companies Are Quietly Becoming Market Winners 

Introduction  While investors have focused heavily on technology stocks, artificial intelligence, and high-growth sectors, another group has been quietly delivering strong financial performance: insurance companies.  Higher interest rates, improving investment income, disciplined underwriting, and resilient demand have created favorable conditions for insurers. As a result, many insurance companies are generating stronger profits, healthier balance sheets,…

Small-Cap Stocks vs Large Caps: Is the Leadership Finally Changing? 

Small-Cap Stocks vs Large Caps: Is the Leadership Finally Changing? 

The Market Leadership Question  For much of the recent market cycle, large-cap companies have dominated U.S. equities. Their stronger earnings, balance sheets, and access to capital have helped them outperform smaller companies.  But the environment may be changing. If interest rates decline, financing conditions improve, and economic growth broadens, small-cap stocks could have an opportunity…

Gaming and Leisure Properties, Inc.: Why Big Institutions Are Buying the Casino REIT Near 52-Week Lows
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Gaming and Leisure Properties, Inc.: Why Big Institutions Are Buying the Casino REIT Near 52-Week Lows

Company Overview Ticker: GLPI(NASDAQ)  Headquarters: Wyomissing, USA  Founded: 2013  CEO: Peter M. Carlino  Industry: Real Estate  Core Business Gaming Real Estate Ownership: GLPI owns the underlying real estate of casinos, racetracks, and related entertainment properties and leases them to gaming…This report is available to MarketFacts members.Log in to read this report

America’s Infrastructure Gap: Who Will Pay for the Next Decade of Investment? 

America’s Infrastructure Gap: Who Will Pay for the Next Decade of Investment? 

America’s Infrastructure Challenge  The United States has one of the world’s largest economies, yet much of its infrastructure is aging. Roads, bridges, airports, water systems, electricity networks, and public transit require significant investment to remain reliable and competitive.  The challenge is no longer simply identifying what needs to be rebuilt. The bigger question is who…