Another wild month of 2026! If you don't feel it yet, you will soon. The end of a cycle is coming, whether you like it or not. Gold is the tell-tale sign, and with oil wanting to climb higher and higher, so will yields. That poses grave concern for the market, for government debt, and for other debt out there in this world of easy money. Perform one of these check-ups every quarter on your portfolio. It will be wise and prepare you for what's ahead! Some notables: - Telus has dropped all the way down to its ... what for it ... IPO PRICE! - WCN signals that the garbage business works in all cycles! - XOM + CNQ and others are the cash flow machines now! - Any pullback in capex AI spending signals better pushes from the market ... look at MSFT. But this is only temporary. There is still no returns on AI. - AAPL is looking like the genius. And more! Are you building a cash position yet?
