Algonquin Capital

Monthly Commentaries

The Powell Pivot

Sep 10, 2025

‘When the facts change, I change my mind – what do you do, sir?.’ John Maynard Keynes

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A Whiff of Stagflation

Aug 13, 2025

‘If you don’t like the news, go out and make some of your own.’ Wes Nisker

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The Science of Not Knowing

Jul 24, 2025

‘If you want a guarantee, buy a toaster.’ Clint Eastwood

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The Uncertainty of Uncertainty

Jun 6, 2025

‘There are known knowns…there are known unknowns… But there are also unknown unknowns – the ones we don’t know we don’t know.’ Donald Rumsfield

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The Waiting Game | April 2025

May 8, 2025

‘The waiting is the hardest part.’ Tom Petty

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Everything Everywhere All At Once | March 2025

Apr 8, 2025

‘Chaos, when left alone, tends to multiply.’ Stephen Hawking

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Fast & Furious XI: Tariff Wars | February 2025

Mar 10, 2025

‘I live my life a quarter mile at a time.’ Dominic Toretto

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Ten Years Later, And We’re Just Getting Started | January 2025

Feb 12, 2025

“Birthdays are nature’s way of telling you to eat more cake.”

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The New Year Edition | December 2024

Jan 14, 2025

“Every new beginning comes from some other beginning’s end.” Seneca

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T’is The Season | November 2024

Dec 10, 2024

“We make a living by what we get, but we make a life by what we give.” Winston Churchill

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Trump v The Bond Market | October 2024

Nov 12, 2024

“I used to think if there was reincarnation, I wanted to come back as the President or the pope or a .400 baseball hitter. But now I want to come back as the bond market.  You can intimidate everybody.” James Carville

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Choose Your Own Adventure| September 2024

Oct 8, 2024

“You are responsible because you choose! Think carefully before you make a move!  One mistake may be your last.” The Choose Your Own Adventure Warning

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