Inukshuk Capital Management

In this month’s note we’ll have a look at how this year’s performance of the S&P/TSX 60 is similar but different to 2025.

April 2026 - Black Gold - Inukshuk Capital Management Inc. S&P/TSX 60’s continued outperformance versus the S&P 500, the impact of the oil shock on sector rotation, and why diversification remains essential even when markets behave unpredictably.

The rise of the retail trader

August 2025 - History Rhymes - Inukshuk Capital Management Inc. August 2025 markets echo the dot-com boom, with retail traders driving stonks and Shopify leading Canada. Explore retail trading trends and stay steady with our insights

Considering the rally off the lows of early April this note will look at recent events, a new acronym TACO (apparently, we need more) and the old market adage: sell in May and go away.

June 2025 - May Flowers - Inukshuk Capital Management Inc. May 2025 stocks soared 6.1%. June brought tariff noise and sell in May talk. Learn about TACO and market trends. Read our insights to navigate volatility.

This letter is going to cover artificial intelligence (AI). It is, after all, the second birthday of ChatGPT on November 30.

November 2024 - Artificial Chats - Inukshuk Capital Management Inc. Explore the impact of AI on financial markets, NVIDIA's rise in the tech landscape, and the vital human touch in wealth management. Learn how technology and personalized financial strategies shape long-term success.