The Canadian Investor Will Trump Break the Stock Market?
Jan 15, 2026
A fascinating discussion unpacks the DOJ's probe into Jerome Powell, raising concerns about the Fed's independence amid political tensions. Aritzia's impressive U.S. expansion and robust margins are highlighted, while the implications of Trump's proposal to cap credit card rates at 10% raise eyebrows. The potential impact on banks and consumers, alongside the controversy surrounding Minto REIT's take-private deal, suggests an intriguing landscape for Canadian investors. Exploring these issues reveals both opportunities and challenges in the current market.
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Fed Probe Shakes Market Trust
- The DOJ probe into Jerome Powell is seen as a political challenge to Fed independence and pushed investors toward safe havens.
- Gold and silver rallied sharply while bond yields stayed relatively stable, signaling distrust in US institutions.
Precious Metals As Political Safe Havens
- Precious metals rose as investors sought assets not tied to the US government amid political risk.
- The move reflects concern that political pressure could erode Fed independence and fuel future inflation.
Dan’s Aritzia Experience
- Dan Kent described buying Aritzia in 2019, trimming profits multiple times while holding through volatility.
- He highlighted a blowout quarter: 43% revenue growth and US sales up 54%, with rapid boutique payback.