In Part 1, we established the big shift for 2026: AI has stopped being “just tech” and become a macro force. It’s driving a capex wave that touches everything—investment spending, supply chains, financing, and the physical constraints of the economy. Now we move to the ripple effects. Because once you accept that AI is macro, the next questions are obvious: Where does the money go next? What breaks first? And which parts of the economy get rebuilt because they have to? Here are the themes …
Crunchy Tax Optimization Questions [Podcast]
Today, we focus on the tax moves that actually matter (and the ones that waste your time), especially if you’re sitting on big unrealized gains in a non-registered account. The big takeaway: build your plan and investment strategy first—then optimize taxes, not the other way around. Join Retirement Loop's Waitlist You'll Learn The “3 D’s” of tax optimization (what really moves the needle): Defer: delay taxes so your money compounds longer. Divide: split …
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When AI Stops Being “Tech” and Starts Being the Economy—Investment Themes for 2026 Part 1
Before I tell you what I saw in my crystal ball for 2026, keep this line in the front of your mind: “… the big trends mostly right will not always lead to the outcome that you anticipate.” — Mackenzie Market Outlook And here’s the warning label I want on this entire post: adjusting your portfolio is healthy. Replacing your portfolio is usually a mistake. In other words, tweak—don’t flip the table. The key remains the same: stay invested. Now let’s look at the first theme that matters …
4 Tech Stocks Immune to the AI Bubble [Podcast]
In this episode, Mike and Véronique dig into what an AI bubble could look like, how it compares to the dot-com era, and four large-cap tech names that should be able to take a hit without having their long-term story derailed. Watch the Webinar Replay (No registration needed) You'll Learn Why “bubble” fears are rising in 2025:It’s not just hype—AI adoption has accelerated fast, and the market is rewarding winners aggressively. The risk is that expectations become …
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Reviewing All My Stocks – December Dividend Income Report
In 2016, I made a life-changing decision: I took a sabbatical, put my family in a small RV, and we drove all the way to Costa Rica. Upon my return in 2017, I officially quit my job as a private banker at National Bank and started working full-time on my baby: Dividend Stocks Rock. I also decided to manage my pension account held at the National Bank. I’ve built and managed this portfolio publicly since 2017 to create and track a real-life case study. In August 2017, I received $108,760.02 in a …
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Popular Stocks I Dislike [Podcast]
Some stocks are loved by most investors—but not by Mike. We unpack a few “top holdings” from the Dividend Stocks Rock member list and explain why popularity doesn’t automatically equal portfolio quality. You’ll also hear the real issue hiding behind each name: dividend momentum, business momentum, and whether the story still matches your rules. Download the 50 Most Popular Stocks Guide If you’ve ever stared at a watchlist and thought, “Where do I even start?”, this is a shortcut to better …
