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...

“The world beyond America is snapping up more Chinese goods than ever before” economist.com/finance-and-...

Jonathan Price, the chief executive of Teck Resources, has reeled off benefits that will come from Anglo American’s takeover of Canada’s critical minerals champion. But two questions remain unanswered: Why *this* deal? And why now?

TD is shaking up its executive team with two outside hires -- a COO, and a new general counsel -- according to sources. Significant changes from the new CEO theglobeandmail.com/business/article-td-bank-executive-changes-coo-taylan-turan/

Last summer, Ottawa said it would only approve takeovers of Canadian critical minerals miners "in the most exceptional of circumstances." Teck Resources, reeling from cost overruns, doesn't seem to care. A major test for Mark Carney www.theglobeandmail.com/business/art...

Remember when Sunday reads were a thing? Make this yours: How Tokyo became an unexpected haven for China’s middle class Thorough. Engaging. Smart. A delight to read on.ft.com/45RnlMz

Interesting take on the state of AI: “A lot of utility can come from souping up your Camry, but no amount of tweaking will turn it into a Ferrari.” www.newyorker.com/culture/open...

A very good piece. "A generation ago conventional wisdom held that as China liberalized, its economy would come to resemble America’s. Instead, capitalism in America is starting to look like China." www.wsj.com/economy/the-...

The TSX is hot this year, and there's one sector doing the heavy lifting: Gold. In the past, gold producers slept walked into trouble during these booms. Not this time. Consider this:

Always surprised when even smart observers I respect fail to mention the trillion-dollar deficits fuelling the U.S. economy. It’s depression-level stimulus www.nytimes.com/2025/07/31/o...

What a note

Stimmys having a comeback www.nbcnews.com/politics/con...

It would be impossible for me to love this story more, about visiting-day at sleepaway camp What have we become www.thecut.com/article/how-...

Stephen Smith and his lesser-known co-founder Moray Tawse are cashing out of First National by selling to private equity A familiar tale www.theglobeandmail.com/business/art...

TD's year-long corporate governance overhaul is looking complete, with John MacIntyre being named board chair Mr. MacIntyre is well-known in financial circles, and his appointment extends a shakeup that favoured outsiders and executives who were not central to TD’s oversight over the past decade

Many Palestinians “routinely choose between two often fatal options: risk death by starvation, or risk death by gunfire to reach food aid sites that are likely to have run out of supplies by the time many arrive.” www.nytimes.com/2025/07/27/w...

The IPO market has been rough for years, but a big one just got done on the TSX GO Residential REIT, a luxury rental apartment owner in New York City, raised $560-million and starts trading today www.theglobeandmail.com/business/art...

There still seems to be a narrative that China's economy is holding up, but the data is pretty rough. Prices have fallen for 8 straight quarters, and now the gov't is cutting back on competition Flooding the market works until it doesn't www.nytimes.com/2025/07/22/b...

Waratah Capital Advisors, a $4-billion hedge fund manager that manages money for wealthy Canadians, is dealing with a cybersecurity breach that may have exposed sensitive client information including names, social insurance numbers (SINs) and account sizes www.theglobeandmail.com/business/art...

A Globe reporter investigating allegations of political interference at Alberta’s provincial health authority has been targeted by an anonymous account on X, which has posted pictures of her and described her private movements www.theglobeandmail.com/canada/artic...

About one-third of the way through this, it hit me: Radiohead saw it coming. Fitter. Happier. More productive. The promise of efficiency, with the illusion of inventiveness. Niche comment, I know. But this piece is so good www.nytimes.com/2025/07/18/o...

There’s something ironic happening with crypto: Trump’s new laws will actually make the US dollar stronger Crypto fans used to talk about nation-less currencies and question the need for commercial banks and central banks. But now these gatekeepers are key to crypto

The complacency of bond investors to all of this is utterly beyond my ken.

More than 1.4 million Afghans have fled or been deported from Iran since January during a government clampdown on undocumented refugees www.nytimes.com/2025/07/16/w...