Something Good for the Month
February 2025

YouTube | GOTTA SEE IT: Connor McDavid Wins 4 Nations Face-Off For Canada In Overtime
Watch as Canada forward Connor McDavid puts the cap on a thrilling 4 Nations Face-Off final against the United States, rifling home the winner past Connor Hellebuyck in overtime to clinch the tournament title.
OakTree Capital | Behind the Memo – On Bubble Watch
In the latest episode of Behind the Memo, Howard discusses his recent memo, On Bubble Watch, which revisits a subject he first wrote about 25 years ago.
Visual Capitalist | How Exposed are Canadian Cities to Tariff Risk?
After a month-long pause, proposed U.S. tariffs are once again casting a long shadow over Canada. While the economy will take a hit with the tariffs from the Trump Administration in effect, negative impacts will not be felt equally across the country. Specific cities and sectors are facing disproportionate risk.
Are You Not Entertained? | AYNE 724 – Goal/Own Goal
This week our boys attempt to explain nihilism in sport and finance markets. In lighter moments there are the usual laughs and pettiness on the Super Bowl, Ye, Montoya, Kings League, and those poor investors into French football. Surf’s Up.
Visual Capitalist | Ranked: The World’s Best-Selling Whiskies
For this graphic, Visual Capitalist has partnered with Rare Whisky 101 to explore recent whisky sales and determine what the most popular brand is today.
YouTube | Charlie Chaplin – Modern Times – Roller Skating Scene
A classic scene from Charlie Chaplin’s Modern Times
Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.