Tag: Jonathan Wellum
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Jonathan Wellum: High Valuations, Tariffs & Why Canada Is Falling Behind
Markets may be hitting new highs, but Jonathan Wellum, CEO of Rocklink Investment Partners, warns that valuations are stretched and investors need to be selective. In this interview with James Connor, he explains where he’s still finding value, how Trump’s […]
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Marko Papic: The U.S. Gravy Train Is Ending — Cut Your U.S. Exposure in Half?!
BCA Research chief strategist Marko Papic says it’s time to halve your U.S. exposure! America’s post-pandemic out-performance, he argues, was “fueled by drunken-sailor spending”, and that fiscal sugar rush is ending. A Trump 2.0, Big Beautiful Budget deal that cuts […]