Stocks for Thoughts

Thoughts on the Canada Trade
— by Margin

A running log on the Canadian market. We start with what actually drove the TSX's record year, then test how durable each piece is as the situation moves — the renewal wall, the banks, tariffs, CUSMA, Alberta. I don't decide the ending before we look. Open any box below.

Margin the Fox Living log · newest entry open · figures mid-2026, re-verify before relying
Margin the Fox, Canada edition — a fox in a suit with a maple-leaf touch
How to read this log: each box follows the money on one piece of the Canada trade and lands where the evidence lands — sometimes calm, sometimes not. New narratives get added in teaching order (the growth map stays first); the newest entry opens by default. Dashed boxes are placeholders for analysis still being built. Each box's embedded visual lists its sources. Figures are mid-2026 reporting on a fast-moving situation and should be re-verified before relying on them. A framework for thinking, not a forecast, recommendation, or investment advice.