There's something no one in Ottawa is talking about. No matter how hard Carney pushes, major projects are all likely to crash into a formidable obstacle: years-long litigation in the courts www.theglobeandmail.com/business/art...

Maybe podcasts are more your thing. If so, @robyndoolittle.bsky.social and I have a hot one for you today On today’s Decibel: The violent incidents and menacing texts targeting waste giant GFL podcasts.apple.com/ca/podcast/t...

On Thursday, police charged a construction executive over shootings targeting waste giant GFL Turns out @robyndoolittle.bsky.social and I have been talking to him for the past year, allowing us to tell the inside story behind the dramatic arrest www.theglobeandmail.com/business/art...

A year and a half after a masked gunman fired on the homes of two top executives connected to GFL Environmental Inc., Toronto police have charged a man who they allege is behind the shootings www.theglobeandmail.com/canada/artic...

It's just like the '08 crisis, in a way. You can try every tax incentive or complicated program imaginable, but straight up cash works best TARP was way too complicated so banks got capital. And now we're giving cities cash to lower development fees www.theglobeandmail.com/canada/artic...

I cannot tell you how many retail investors -- even accredited ones -- reach out with basic questions about redemption halts. Many have no idea it's allowed The latest case: Toronto's Kensington Capital, which set out on a mission to broaden investor access to PE

Everything is out of the ordinary lately, but his full statement is remarkable

They're not even hiding it The Defense Secretary at the Pentagon just now as he criticizes coverage from CNN: “The sooner David Ellison takes over that network, the better.” - from Liz Landers at PBS

You don't see this often. Shares of GoEasy, a Canadian lender to subprime borrowers, are down 57% today Rising loan losses. Suspended dividend. Withdrawn financial projections. www.theglobeandmail.com/business/art...

John Risley, the seafood magnate, got in bed with private credit giant HPS, and they’re taking everything in his flagship holding company He owes HPS US$776-million, and is paying 28% annual interest in kind. He’s also got a $331-million tax bill from the CRA www.theglobeandmail.com/business/art...

Dubai was the top destination for millionaire migration last year. Stability and political calm were a big reason for that This weekend threw that promise into question. And it puts the Gulf, which has become a hub of global capital, in a new light www.theglobeandmail.com/business/art...

The narrative around North American free trade isn’t pretty, so it was refreshing to hear Dom LeBlanc’s counter yesterday There’s a “public prosecution” of free trade, he says. But, actually, behind the scenes the talks are quite cordial. Even “very friendly”

AI may not be propping up the US economy nearly as much as you think The skinny: When calculating GDP, only the portion that is produced/manufactured in the US counts. With AI, a lot of the inputs, like chips, come from other countries www.washingtonpost.com/technology/2...

For the past few years, I’ve been dying to know: Is Canada seriously poorer than Alabama? So, some answers: www.theglobeandmail.com/business/art...

“The 6-3 decision, released Friday, is a major rebuke of the President on a signature economic policy. However, it’s only a partial – and likely temporary – setback for the administration” www.theglobeandmail.com/business/art...

Of all the questions swirling around Telus Corp’s CEO shuffle, and there are many, two stand out. The first: Was there really no one else? And, second, if that’s true, why not?

Allied Properties REIT is now trading below its 2008 financial crisis levels. There's too much debt, and the Westbank development partnership played a big role in that www.theglobeandmail.com/business/art...

A very good read. There's also another way of saying this: The rich get richer. Which is why the resentment keeps growing www.wsj.com/economy/jobs...

t's an all-Canadian mining deal, for one of Ottawa's 'major projects,' no less. And yet both miners' shares have tumbled on the news Eldorado is buying Foran for $3.8-billion -- at time of announcement -- but investors aren't all that enthused www.theglobeandmail.com/business/art...

"It’s like if Apple had actually built the long-rumored Apple Car and everything just…worked." www.wsj.com/tech/persona...

Heated Rivalry is in the lede of Lex

Investors in Romspen's $2.7-billion private real estate fund have been trapped for 3 years, and the chances of getting their money out any time soon aren't looking good, according to new intel Romspen is struggling to recover money lent to 5 “large, complex” projects. 3 are in Canada, 2 in the US

If you think Trump’s done with Latin America, you need to read his official strategy. He’s not joking about going after cartels inside Mexico. So far, there’s been some optimism from execs about more U.S. influence long-term. But the transition period could be very, very rocky

It’s about oil. Full stop. Trump’s own words: “We’ll be selling large amounts of oil to other countries “We’re going to be taking a tremendous amount of wealth out of the ground”

It’s a wrap on a year of complicated men Howard Lutnick. Donald Trump. Doug Ford. Patrick Dovigi ✅ ✅ ✅ ✅

Ottawa’s newly created Major Projects Office is hunting for staff on Bay Street, and its requests to borrow, or second, top talent at the junior and mid-career levels are fuelling some anger, particularly over compensation www.theglobeandmail.com/business/art...

Canada's real estate development industry is broken, or at least frozen, so Ottawa is weighing tax reforms to attract foreign capital www.theglobeandmail.com/business/art...

Barrick's board chair considered carving up the Canadian gold miner into three parts and selling off its African mines, but instead doubled down on the risky jurisdiction 1) It backfired. And 2) An activist is now pushing him to split the miner again www.theglobeandmail.com/business/art...

A very smart read on Europe's tough energy transition Consumers and businesses are stuck in the worst of both worlds. Still at the mercy of electricity prices linked to importing fossil fuels while shouldering upfront costs to overhaul grids for intermittent renewables www.wsj.com/business/ene...

Quite the read on Zelensky’s right-hand man, who just resigned as the Ukraine corruption probe widens www.ft.com/content/4d61...

John Thornton was supposed to save Barrick, but his tenure has been incredibly turbulent. And somehow he’s evaded blame He wasn't just board chair. He was executive chair with considerable oversight over day-to-day operations, and he was paid handsomely www.theglobeandmail.com/business/com...

This really is oh-so-good www.nytimes.com/2025/11/15/m...

Canadian oil and gas is suddenly looking quite sexy again, and the Montney in particular is oh-so-hot Even Encana - er, now Ovintiv - which spent a decade running away from Calgary, is spending billions to buy back in after chasing shale oil in the U.S. www.theglobeandmail.com/business/art...

“Scale yourself.” Fitter. Happier. More productive. Right? www.nytimes.com/2025/10/31/a...

Allied Properties and its exposed brick office buildings used to be adored. It’s now down 75% since February, 2020 www.theglobeandmail.com/business/art...

That we tolerate this in any capacity is absurd This mom’s son was asking Tesla’s Grok AI chatbot about soccer. It told him to send nude pics, she says www.cbc.ca/news/investi...

The TD logo patch on Jays' jerseys, airing during the World Series, is the stuff many marketing execs can only dream of It also caps off a 20-year sponsorship journey that has endured multiple rebuilds and the pandemic, when the Jays couldn't play at home www.theglobeandmail.com/business/art...

Bay Street is scrambling to secure elite World Series tickets, and the Jays are capitalizing on the desperation For your pleasure, a fun read on how it's all playing out www.theglobeandmail.com/business/art...

Is gold the new meme stock? Is the whole stock market a meme? Does anything make sense anymore? Let's talk it out. Listening at 2.0x speed is the new craze, but she talks as fast as I do, so trust me when I say: We're natural adrenaline for your ears www.theglobeandmail.com/podcasts/the...

For years, it was nearly impossible for junior miners to raise money for new projects or for exploration. That’s all changed very quickly. Since the start of Sept, $3.6-billion has been raised by mining companies in Canada. And the financings are often heavily over-subscribed

RBC execs are in an awkward, but enviable position. The bank has a premium valuation, but expansion opportunities aren't all that clear So RBC is getting creative and leaning on a division that has often impressed, but has not been the centrepiece: wealth management

The redemption queue for Fiera’s infrastructure fund is now $700-million and things have gotten tense, with Fiera Infrastructure and its former head suing each other www.theglobeandmail.com/business/art...

The decade-long Bondfield saga ends with two men convicted of fraud tied to the redevelopment of a premier Toronto hospital Vas Georgiou, a former CAO of St. Michael’s Hospital, and John Aquino, the former president of Bondfield Construction, were found guilty Tuesday

“Silicon Valley is intellectually lazy” “The main objective of A.I. is not to automate white-collar work… The main objective is to accelerate science.” www.nytimes.com/2025/09/30/t...

Messaging matters, and Ray Chun, TD’s new CEO, had some strong commentary as he unveiled his strategy for the bank First up: The need for a cultural revamp, built around accountability, curiosity and courage

This is a big one in Canadian tech Mark Leonard built Constellation into a technology juggernaut by being a serial acquirer of niche software companies. Lately, however, the company has faced questions about its continued success in the age of AI www.theglobeandmail.com/business/art...

It's a new era for mergers and acquisitions. The level of stagecraft in the Anglo-Teck takeover shows just how much has changed when it comes to buying national champions in crucial industries. It used to be that investment bankers were gods... (1/2)

Utah governor Spencer Cox with some wisdom Full link here: www.nbcnews.com/news/amp/ncn...

Imagine Fox and right-wing media reaction if a President Kamala said this in response to Charlie Kirk’s murder

A growing number of retail investors are trapped in struggling funds that lend to construction projects or invest in commercial assets – unable to sell, but required to keep paying annual management fees www.theglobeandmail.com/business/art...