Algonquin Capital

Monthly Commentaries

It’s Inflation, Stupid

Sep 11, 2026

“It’s the economy, stupid.”James Carville (Bill Clinton’s 1992 Presidential Campaign)

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Watchful Watching

Aug 6, 2026

“This is a period of watchful thinking, not watchful waiting.” Kevin Warsh

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The Dot Plot Thickens

Jul 9, 2026

“If I have made myself too clear, you must have misunderstood me.” Alan Greenspan

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Real Recession Or Fake News

Jun 9, 2026

“Wall Street indexes predicted nine out of the last five recessions.” Paul Samuelson

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Dead Reckoning

May 7, 2026

“I am not lost, for I know where I am. But however, where I am may be lost.” Winnie-the-Pooh

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Rate Hikes?

Apr 10, 2026

“The four most dangerous words in investing are: this time is different.” Sir John Templeton

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AI Superforecasters

Mar 12, 2026

‘We tend to overestimate the effect of a technology in the short run and underestimate the effect in the long run.’ Roy Amara (Amara’s Law)

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The Duck-Rabbit

Feb 10, 2026

‘We find certain things about seeing puzzling, because we do not find the whole business about seeing puzzling enough.’ Ludwig Wittgenstein

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Plays Of The Year

Jan 14, 2026

‘An optimist stays up until midnight to see the new year in. A pessimist stays up to make sure the old year leaves.’ Bill Vaughn

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The Holiday Spirit

Dec 15, 2025

‘We make a living by what we get, but we make a life by what we give.’ Wiston Churchill

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The Law of Averages

Nov 10, 2025

‘The man who drowns in a river with an average depth of six inches is still dead.’ Proverb

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Go Jays Go

Oct 9, 2025

‘Canada is a country whose main exports are hockey players and cold fronts. Our main imports are baseball players and acid rain.’ Pierre Trudeau

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