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Uncertainty Is Not the Enemy of the Investor
Uncertainty is once again dominating financial headlines. News of cooling economic growth, rising unemployment, and a central bank seeking the right balance between inflation and growth is pouring in rapidly. For many investors, this feels unsettling. Yet it’s important not to equate uncertainty with danger. Financial markets rarely move in straight lines. Periods of calm and predictability are almost always followed by phases of doubt and volatility. These are often the mome

Shernel Thielman
Dec 23, 20252 min read


What AI Really Means for Companies and Investors
AI is increasingly becoming part of our daily lives—often faster than we realize. Most conversations focus on disappearing jobs or machines becoming smarter than humans. But rarely do we discuss what AI truly means for companies, profitability, and ultimately investors. And that’s unfortunate, because that’s exactly where the biggest shift is happening. Many companies present AI as the next growth engine. Grand statements are made, creating expectations that are sometimes mor

Shernel Thielman
Dec 17, 20252 min read


The Shiny Surface of Technology and the Reality Behind It
Technology companies have succeeded for years in attracting attention. New projects are often announced with grand language, accompanied by compelling visions of the future and impressive figures. To outsiders, it seems the world is constantly on the verge of a radical transformation. But behind the shine sometimes lies a reality that is far less spectacular than the story being presented. A recent example is the strategic shift at Meta . A few years ago, the metaverse was in

Shernel Thielman
Dec 8, 20252 min read


Between Euphoria and Reality
Financial markets rarely move in a straight line. Periods of euphoria alternate with moments of fear and disappointment. The tendency to believe that “this time is different” remains persistent. Yet history repeatedly shows that bubbles can form anywhere, even when everything looks rosy. The dot-com era at the end of the 1990s is a classic example. Technology companies were richly valued based on dreams instead of profits. The belief that the internet would rewrite all econom

Shernel Thielman
Dec 3, 20252 min read


Where Strong Returns Are Coming From: Alternatives That Are Winning This Year
If you only watch the headlines, markets sound uncertain. Interest rates are still high, inflation seems better but not “solved,” and economists switch between optimism and caution almost every week. Yet, while all this noise grabs attention, something more important has been happening quietly underneath. Some companies are simply still winning . Not because markets are calm, but because their business models meet real economic needs, lending money when banks won’t, powering

Rachelle Thielman
Nov 25, 20254 min read


When Saving Isn’t Enough
The recent decision by a local bank to further reduce interest on savings accounts has once again sparked strong emotions. For many, saving feels like the safest and most trusted way to manage money. So when the return on savings drops, it quickly feels like something is being taken away. But this situation actually reveals something more fundamental about how we view wealth, growth, and financial security. The reality is that saving alone will never be enough to preserve pur

Shernel Thielman
Nov 17, 20252 min read


Too Much Money in the Checking Account: The Silent Return That Gets Lost
Many people experience peace of mind when a substantial balance sits in their checking account. It gives a sense of security, of control. Yet that false sense of safety is often more expensive than one thinks. Idle money loses value—not because it disappears, but because it yields nothing while prices and opportunities keep moving. Although inflation has declined compared to its peak years, it remains a stealthy force eroding purchasing power. While banks now offer higher int

Shernel Thielman
Nov 12, 20252 min read


From Investing to Gambling – The New Reality of the Markets
In recent weeks, it has once again become clear how thin the line between investing and gambling has become. What began as a small correction in the crypto market turned into a massive sell-off in which billions in value evaporated within hours. Hundreds of thousands of investors saw their positions disappear, while a handful of algorithmic traders managed to profit at precisely the right moment. The dynamic is painfully familiar: many chase quick gains, but only a few truly

Shernel Thielman
Oct 28, 20252 min read


Being Prepared Instead of Predicting
The financial markets are in a phase where the central question is no longer what the next move will be, but how one positions oneself for various scenarios. The recent interest in tangible assets, such as gold, is often interpreted as a sign of fear. In reality, it points to something else: a shift from speculation to resilience. The record levels of the gold price have attracted much attention in recent months. Remarkably, this increase occurs while stock markets are also n

Shernel Thielman
Oct 21, 20252 min read


The Quiet Strength of Debt-Free Companies
In times of uncertainty, people often look to the big names or the sectors that move most dramatically on the stock market. Yet, the most interesting investment opportunities are often found in companies that quietly operate in the background. Companies that don’t tell flashy growth stories but that build a solid foundation within their sector through discipline, profitability, and financial peace of mind. A good example comes from the energy sector in Canada. While most atte

Shernel Thielman
Oct 13, 20252 min read


The Power of Patience: A Lesson from Warren Buffett
In the world of investing, countless strategies, models, and theories come and go. Yet one principle consistently proves its worth:...

Shernel Thielman
Oct 7, 20253 min read


Mining Companies as a Lever on Rising Metal Prices
In recent months, precious and base metals have once again shown how significant their role is within financial markets. Gold has risen...

Shernel Thielman
Sep 29, 20253 min read


Blackstone Powers Up: Buying Hill Top Natural Gas Plant for $1B to Fuel AI-Era Demand
Blackstone, one of the world’s leading alternative asset managers, is doubling down on energy infrastructure at just the right moment. It...

Rachelle Thielman
Sep 23, 20252 min read


Pension Building: The Silent Partner of the Entrepreneur
A business is often more than just work. For many entrepreneurs, it embodies their vision, energy, and life’s work. Every available...

Shernel Thielman
Sep 15, 20252 min read


Coal Remains a Factor in the Global Energy Mix
Although the world is increasingly talking about the transition to cleaner energy sources, coal still plays a significant role in the...

Shernel Thielman
Sep 7, 20252 min read


Ivanhoe Mines Uncovers Surface Copper in Kazakhstan: A Promising Start to a Major Campaign
Ivanhoe Mines, a Vancouver-based mining company behind projects like the Kamoa‑Kakula copper complex in the DRC, the Kipushi zinc–copper...

Rachelle Thielman
Sep 4, 20252 min read


Government Intervention in Markets Sharpens the Debate
Recent news out of the United States has reignited questions about the role of government in the economy and the extent to which the line...

Shernel Thielman
Sep 2, 20253 min read


Why Staying Invested Pays Off
One of the biggest concerns in investing is the question of timing. The ideal scenario consists of entering the market exactly when it’s...

Shernel Thielman
Aug 25, 20252 min read


Carlyle Charges Forward: Momentum Builds with Q2 Beat and Rising AUM
This week, Carlyle Group delivered a standout performance in its Q2 2025 results, showing that leadership changes and strategic focus can...

Rachelle Thielman
Aug 21, 20252 min read


What Is a 401(k) and Why It Matters Globally
In the United States, there is a large retirement savings system called the 401(k) . These are individual accounts in the name of...

Shernel Thielman
Aug 18, 20252 min read
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