Maple Leaf Memo

The Oil Sands and the Big Picture

The bottom line is, like it or not, the global competition for resources means we have to secure access to as much of Canada's crude as we can.

Obama Gets Real, TransCanada Keeps Moving

The president gives Rolling Stone some truth, and TransCanada Corp (TSX: TRP, NYSE: TRP) has submitted a new route for Keystone XL.

The Strong Loonie, Explained

A relatively strong fiscal position for the federal government, the practice of conventional monetary policy by the central bank and solid domestic fundamentals for the country recommend the Canadian currency.

Slow and Steady Keeps You in the Race

Canada's modest GDP number for January won't excite anyone. But the Great White North isn't really about "excitement."

The Big Six: Part One

Two-thirds of Canada's Big Six banks reported fiscal 2012 first-quarter results last week. Here's the skinny so far, as two have announced dividend increases.

12 Companies, 10 Days, 4 Flash Alerts

We're about a third of the way through reporting season for the CE Portfolio, and the early results are promising.

Financial Stability and Canada

The Financial Stability Board notes that Canada's conservative approach helped it avoid the worst of what afflicted the global financial system during the last decade.

Keystone XL Generates More Sound and Fury

It was another week of entertaining Keystone XL news, as a predictable legislative move prompted the predictable executive counter-move. By the way, aspiring Keystone XL builder/operator TransCanada Corp (TSX: TRP, NYSE: TRP) is about to boost its dividend, again.

A Fashionable Clog and More Economic Point/Counterpoint

From a certain distance the HSBC Financial Clog Index looks a lot like it did in early 2008. But there’s no question conditions outside the global financial complex are much better now than they were in the lead-up to the disaster that unfolded in the early autumn of that fateful year.

Politics and Portfolios: Canada's Domestic Tranquility and Three External Threats

Solid, not spectacular, is the ideal outside observers would notice if they deigned to check out how Canadian politicians seem to avoid the drama afflicting the rest of the world.