The $600 Billion AI Spending Bet
Market volatility rose in the fourth quarter of 2025, driven mainly by global trade tensions and concerns over a potential AI bubble. Volatility has continued into the new year but the…
Author: Christopher De Sousa, CIM® | Portfolio Manager
Posts by Christopher De Sousa, CIM® | Portfolio Manager
Is Generative AI in a Stock Bubble?
The market never fails to remind us that the path to building wealth is rarely smooth. It rewards the patient and disciplined investor who stays invested through the ups and downs….
Inside the Court Ruling: Google Keeps Its Ecosystem Intact—But Its Competitive Moat Is Under Attack
Google’s antitrust battle with the DOJ keeps its ecosystem intact but exposes cracks in its competitive moat. Explore what this ruling means for search, competition, and…
Canadian RRSP in California: Guide for Canadians in California
California doesn’t recognize RRSP tax deferral – learn the rules, reporting requirements & investment strategies for Canadians living in…
Volatility: Friend or Foe? Redefining Investment Risk
In “Beyond the Hype: The Growth Opportunity in Artificial Intelligence,” Marnoa Private Wealth Counsel discusses how AI factories and gigafactories are accelerating large-scale AI workloads. The…
Stablecoins: Inside Visa’s Race to Flip Disruption Into Opportunity
In “Stablecoins: Inside Visa’s Race to Flip Disruption Into Opportunity,” Marnoa Private Wealth Counsel discusses the GENIUS Act that regulates stablecoins and how Visa is positioning itself to…