Paul's Market Insights
Paul's Market Insights is our bi-weekly communique to provide clients with current insights on financial markets.
Written by Paul Siluch
March 21st, 2025
Did you know that our music memory peaks at age 14? Between the ages of 12 and 22, we experience some of the most significant moments of our lives. Adolescence, puberty, falling in love, breaking up, graduating – all these events become etched in our minds, cemented by the quick-dry action of hormones like cortisol, adrenaline, dopamine, and serotonin.
Written by Paul Siluch
March 7th, 2025
“An alliance with a powerful person is never safe.”
- Phaedrus (Plato’s Dialogues)
We are living 2018 déjà vu all over again.
In June 2018, the United States imposed 25% tariffs on steel and 10% on aluminum for the EU, Canada, and Mexico. Other tariffs landed on India and China. Canada, India, and China imposed retaliatory tariffs a month later.
In 2025, a new round of tariffs hit Canada, Mexico, and China. Canada is cancelling billions in U.S. contracts while China struck back with a 15% tariff on US soybeans as well as a ban on US lumber.
The restrictions on US food exports are from China’s 2018 playbook. The ban forced the U.S. to bail out its farmers after their sales collapsed.
Written by Paul Siluch
February 21st, 2025
How many people had Canada becoming the 51st state on their dance card for 2025?
No one except, perhaps, the current U.S. president. Which assumes this was planned in advance and not simply something dreamed up in the middle of the night.
Canada is the second largest country in the world by geography. It is an unwieldy land mass, blessed with water and natural resources, but cursed with ice, mountains, and bad weather. Our dueling nationalities of French and English have pulled us apart since Confederation; meanwhile, the U.S. covets our treasures.
