Schneider & Pollock Wealth Management Inc.

Software stocks are selling off as AI threatens the recurring revenue model with user subscriptions.

schneiderpollock.com/can-software...

#Investing #SoftwareStocks #ArtificialIntelligence #StockMarket #VibeCoding #TechTrends #PortfolioManagement

GTA house prices have hit a 5-yr low ($973k avg). Condos are down 27% from peak.

If Keir Starmer gets outsted, Britain would be looking at its 5th new Prime Minister in just 7 years.

Actually, the cost of constructing the Gordie Howe bridge between Windsor and Detroit was paid for by Canada.

The Dow Jones hitting 50K is getting a lot of attention. It's important to remember this is a very flawed index. It's price weighted, meaning a stock that trades at $400 is 10x more influential than a stock trading at $40. Market cap-weighted is the way to go

The next Fed Chair may be less hawkish than many fear.

schneiderpollock.com/is-kevin-war...

#KevinWarsh #FederalReserve #StockMarket #AI #MacroInvesting #InterestRates

Software stocks lost $300 billion yesterday. Anthropic’s new Claude Cowork tools caused legal providers like Thomson Reuters and LegalZoom to fall 18% and 19% respectively on fears of AI displacement.

According to the @WSJ, U.S. factories have shed workers for 8 straight months and over 200,000 jobs are now gone since 2023.

Glad to hear there will be a statue of Joe Carter going up. Now they just need to rename it back to the Skydome!

Polymarket’s is said to have a $9B valuation. It has a good track record of predicting elections, but it also thought Rick Rieder had a 50% shot at becoming Fed Chair this time last week. 📉💸 #Polymarket #FedChair #Crypto

A new Fed chair has historically been bullish for the market.

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#FederalReserve #FedChair #StockMarket #Investing #MacroEconomics #BullMarket #MarketOutlook

Historically, the second year of a Presidential term accompanies the worst S&P 500 returns of the 4 years.

Year 1: +12%
Year 2 (Midterms): +1.9%.
Year 3: +20.5%.
Year 4: +12%.

In case you haven't noticed, some software stocks are down big. Salesforce and Adobe are down over 30%. AI means fewer users paying for annual subscriptions. #StockMarket #AI #Software #Investing

We don’t just pick investments, we avoid the ones that can destroy your portfolio.

schneiderpollock.com/things-we-wo...

#Investing #PortfolioManagement #RiskManagement #WealthManagement #FinancialPlanning #LongTermGrowth

SCOTUS hears oral arguments on Fed independence today in Trump v. Cook.🏦 #Fed #SCOTUS #Economy

88% of economists expect Canada to hold rates at the Jan 28 meeting. The December headline inflation hit 2.4%, but that included the lapse of the GST holiday. #BankOfCanada #Inflation #InterestRates #CdnEcon #BoC

WSJ poll: Americans are split 49-47 on the U.S. raid to oust Maduro, with 57% rejecting Trump's plan to "run" Venezuela as voters demand a focus on the economy over foreign intervention. 🇻🇪🇺🇸 #Venezuela #Maduro #Trump #ForeignPolicy #WSJPoll

A Wall Street Journal poll says 50% of U.S. voters believe the Trump administration has gone too far with its vaccine policy changes.

Research from Julian Hinz and the Kiel Institute reveals U.S. consumers and importers are paying 96% of the cost for recent tariffs, debunking claims that "foreigners pay" and creating a $200B domestic tax bill. 📉🇺🇸 #Tariffs #Economy #Trump #TradeWar #JulianHinz

Good article in the @wsj.com today about how blue-collar roles in tech-driven trades now offer six-figure pay and AI-proof stability for those willing to trade status for a "toolbelt" career. #CareerChange #BlueCollar #JobMarket #WorkLifeBalance

Even though the Mag 7 still represent 36% of the S&P 500, only $GOOG and $NVDA outperformed in 2025. #Mag7 #Nvidia #Alphabet #StockMarket #AI

I'm glad I’m not a British MP - 1k pubs are banning Labour members. Doubling property taxes makes it impossible for pubs to survive. Their gov't makes more per pint than the owners. Having lived under Trudeau for a decade, we feel that frustration. #SmallBiz #PubRebellion #UKPolitics #Trudeau

Who would’ve thought "buying Greenland" would go from a 2019 joke to a 2026 crisis? Never would have expected the U.S. to be the ones to prompt a NATO response either. #Greenland #NATO #Geopolitics #Trump2026

Congratulations to @westernCuandAu on hitting a CAD$1B market cap. Our clients have been along for the ride for since our firm's inception and this is a great milestone!

A stock punished by wildfire fear, priced like a crisis, and paying a 5.8% dividend.

schneiderpollock.com/expect-power...

$EIX #EdisonInternational

The Canadian federal bureaucracy cost has exploded 80% in 10 years, with 40% of the workforce making six figures! #CdnPoli #Taxpayers #Ottawa #Spending

Ottawa is in "active talks" to drop 100% tariffs on Chinese EVs to save Canadian canola and seafood exports, a move automakers warn could trigger a massive trade war with the Trump administration. #CdnPoli #TradeWar #EVs #Trump2026

Canadian travel to the U.S. is on a 12-month losing streak, with auto trips plunging 30.7% and air travel down 18.7% year over year. Meanwhile, Canadian trips to overseas destinations are up 10.4%. #TravelStats #Canada #StatCan #USAbound

Canada lost 7,000 restaurants in 2025 with another 4,000 net losses are forecast for 2026 as soaring costs and depleted owner resilience trigger a massive industry "right-sizing." #CanadaEconomy #RestaurantNews #SmallBiz

Copper prices hit a record $13,300/tonne as AI and EV demand outpace supply, yet a 17-year average mine development timeline warns of a looming decade-long shortage. #Copper #AI #Commodities #EnergyTransition