by Jesse Etinson | Feb 13, 2026 | Monthly & Quarterly Letters
In Granite News CRM2 CRM2 is a Canadian initiative designed to improve transparency around fees and performance. Your CRM2 report shows the actual dollar amount you paid in fees, how your portfolio performed, and how those costs relate to your results. The report...
by Jesse Etinson | Jan 19, 2026 | Market & Investment Insights
Markets, Guardrails & Regime Awareness Periods of market volatility naturally invite comparisons to past crises. Recently, questions have resurfaced about whether today’s environment resembles the technology bubble of the early 2000s. Our perspective is clear:...
by Jesse Etinson | Jan 16, 2026 | Monthly & Quarterly Letters
Year-End Market Update & Outlook 2025 Summary Index Performance Index 2025 CAD 91D T-Bill 2.8% FTSE Canada Universe 2.6% S&P/TSX Composite 31.7% MSCI World 15.9% S&P500 – C$ 12.4% S&P500 – US$ 17.9% MSCI EAFE 25.7% MSCI EEM 28.0% Equity...
