Bullpen Bites

Insightful, data-packed coverage of the most important events in the Canadian market.

Insider activity chart dump: who's buying & selling in the TSX 60?
Insider Activity

Insider activity chart dump: who's buying & selling in the TSX 60?

Eli Rodney

CPI: fuel costs offset food inflation to drive softer inflation reading
Inflation

CPI: fuel costs offset food inflation to drive softer inflation reading

Eli Rodney

What insiders are buying so far in 2025?
Insider Activity+1 more

What insiders are buying so far in 2025?

Eli Rodney

U.S. bank results: a sign of things to come for the Big-6
Banks+7 more

U.S. bank results: a sign of things to come for the Big-6

Eli Rodney

Air Canada facing turbulence: will tariffs make the snowbird extinct?
Air Canada

Air Canada facing turbulence: will tariffs make the snowbird extinct?

Buddy Barker

Building permits beat expectations, could "Build Canada" keep it going?
Housing

Building permits beat expectations, could "Build Canada" keep it going?

Eli Rodney

A bird's eye view of the 4th worst YTD performance on record
Volatility

A bird's eye view of the 4th worst YTD performance on record

Buddy Barker

As the market sell-off deepens, is it time to be contrarian?
Trade

As the market sell-off deepens, is it time to be contrarian?

Eli Rodney

Jobs data: no positive movement on the labour front
Labour

Jobs data: no positive movement on the labour front

Eli Rodney

Liberation Day: the path forward is unclear, all we can do is watch
Trade

Liberation Day: the path forward is unclear, all we can do is watch

Buddy & Eli

Trade data highlights tariff-slowdown
Trade

Trade data highlights tariff-slowdown

Eli Rodney

Carney's housing plan: which companies are in play?
Housing+12 more

Carney's housing plan: which companies are in play?

Eli Rodney

Tech recap: in-line growth with strong margins, outlook stable
Technology+17 more

Tech recap: in-line growth with strong margins, outlook stable

Buddy & Eli

Auto tariffs: when, how much, what's the impact?
Industrials+11 more

Auto tariffs: when, how much, what's the impact?

Buddy & Eli

Power producers recap: soft quarter, but lots to look forward to
Independent Power Producers+8 more
Subscribers

Power producers recap: soft quarter, but lots to look forward to

Buddy Barker

Food staples recap: is "Buy Canada" having an impact?
Food & Staples Retailing+11 more

Food staples recap: is "Buy Canada" having an impact?

Eli Rodney

SHOP is expensive, but you get what you pay for
Shopify Inc.
Subscribers

SHOP is expensive, but you get what you pay for

Buddy & Eli

Slicing and dicing the hot CPI print
Inflation

Slicing and dicing the hot CPI print

Eli Rodney

Real estate recap: what happened and what's coming?
Real Estate+19 more
Subscribers

Real estate recap: what happened and what's coming?

Eli Rodney

Canada's for sale: unlocking hidden value before it's too late
M&A+1 more

Canada's for sale: unlocking hidden value before it's too late

Buddy & Eli

What happened to the data center trade?
Artificial Intelligence+7 more

What happened to the data center trade?

Buddy Barker

Hudson's Bay Company: A Cautiona-Retail
Retail Real Estate+2 more

Hudson's Bay Company: A Cautiona-Retail

Eli Rodney

Is Parkland the next major take-out candidate?
Parkland Corp.
Subscribers

Is Parkland the next major take-out candidate?

Buddy Barker

U.S. jobs cuts send market lower, tomorrow's data will add context
Labour

U.S. jobs cuts send market lower, tomorrow's data will add context

Eli Rodney

Trade war: a framework for thinking about the volatile road ahead
Trade
Subscribers

Trade war: a framework for thinking about the volatile road ahead

Eli Rodney

With growth concerns mounting, is it time to think about duration?
GDP
Subscribers

With growth concerns mounting, is it time to think about duration?

Eli Rodney

Banks post beats across the board, but the outlook is more nuanced
Banks+7 more
Subscribers

Banks post beats across the board, but the outlook is more nuanced

Eli Rodney

Copper tariffs could come next, Canada would be impacted
Trade+1 more

Copper tariffs could come next, Canada would be impacted

Eli Rodney

With INE taken out, where will green capital go next?
Independent Power Producers+4 more
Subscribers

With INE taken out, where will green capital go next?

Eli Rodney

Can the Canadian economy keep on trucking?
Ground Transportation+8 more
Subscribers

Can the Canadian economy keep on trucking?

Eli Rodney

The Alto project: which companies are impacted by high-speed rail?
Construction & Engineering+9 more
Subscribers

The Alto project: which companies are impacted by high-speed rail?

Eli Rodney

With gold stocks playing catch up, can prices stay elevated?
Gold Miners+22 more
Subscribers

With gold stocks playing catch up, can prices stay elevated?

Eli Rodney

With the space race going commercial, who stands to benefit?
Aerospace & Defense+3 more
Subscribers

With the space race going commercial, who stands to benefit?

Eli Rodney

BCE continues to disappoint, but is the worst behind it?
BCE Inc.

BCE continues to disappoint, but is the worst behind it?

Eli Rodney

Canadian companies are ready for less friction in interprovincial trade
Trade+8 more

Canadian companies are ready for less friction in interprovincial trade

Eli Rodney

With tariffs paused, Canada needs to avoid this fight
Trade+1 more

With tariffs paused, Canada needs to avoid this fight

Eli Rodney

Turnaround Story: Lots of Upside if AQN can Stick the Landing
Algonquin Power & Utilities Corp.
Subscribers

Turnaround Story: Lots of Upside if AQN can Stick the Landing

Eli Rodney

The Nuclear Renaissance Looks Here to Stay
Nuclear Energy+5 more
Subscribers

The Nuclear Renaissance Looks Here to Stay

Eli Rodney

DeepSeek for dummies: AI trade isn't dying, but could be changing
Artificial Intelligence+4 more
Subscribers

DeepSeek for dummies: AI trade isn't dying, but could be changing

Eli Rodney

Unemployment: Here for a Bad Time & a Long Time?
Labour

Unemployment: Here for a Bad Time & a Long Time?

Eli Rodney

Canada Defense Spending Could Blow up with U.S. Pressure
Industrials+5 more

Canada Defense Spending Could Blow up with U.S. Pressure

Eli Rodney

Renewable Energy Headwinds Should be Par for the Course
Power & Utilities+3 more

Renewable Energy Headwinds Should be Par for the Course

Eli Rodney

Primary Metals Tarriff Could Hurt Some & Help Others
Industrials+6 more
Subscribers

Primary Metals Tarriff Could Hurt Some & Help Others

Eli Rodney

With the CEO Gone, is TD out of the Penalty Box?
Toronto-Dominion Bank
Subscribers

With the CEO Gone, is TD out of the Penalty Box?

Eli Rodney

Housing Starts: Key Markets Sending Mixed Signals
Housing

Housing Starts: Key Markets Sending Mixed Signals

Eli Rodney