Eli Rodney

Founding Partner at Bullpen, former equity research at National Bank Financial Markets. Interested in financial services, infrastructure, power & utilities, and electrification.

Bite

Manufacturing sales of $79B moderate on chemical subsector

Bite

Inflation stabilizes at 3% on mixed category changes

Net worth hits $19T, Boyd Group sees value

Buybacks

+14

Net worth hits $19T, Boyd Group sees value

Buybacks

Boyd Group Services jumps over 10% on 10% buyback program

Tecsys Inc.

Tecsys runs 7% on better SaaS growth

$619B foreign asset gain, $1B of import bans

Morning Meeting

+16

$619B foreign asset gain, $1B of import bans

Capital Flows

International investment position jumps $619B in Q2

Bite

Recent trade developments won't change the landscape materially

Morning Meeting

+13

Tamarack's $10B deal, 42K jobs lost

Bite

Clearwater consolidation continues with Tamarack & Headwater's $10B merger

$769M trade surplus, six-year productivity high

Definity Financial Corp.

+17

$769M trade surplus, six-year productivity high

Earnings

VersaBank (VBNK) Q3/26: Tripling down on US growth

Bond yields grind higher, does Venezuela matter?

Morning Meeting

+11

Bond yields grind higher, does Venezuela matter?

Bite

Carney's Invest in Canada appointment could signal China deals

GDP growth hits three-year high, banks beat in Q3

Morning Meeting

+23

GDP growth hits three-year high, banks beat in Q3

Bite

Payroll growth slows, job vacancies move higher

Roots goes private for $160M, new home prices fall

Altius Minerals Corp.

+12

Roots goes private for $160M, new home prices fall

Bite

Roots goes private for $160M

Bite

Industrial product prices rebound on higher crack spreads

Bite

New home price trends resume, driving small decline

$175B of debt demand, $70B for clean energy

Altius Minerals Corp.

+14

$175B of debt demand, $70B for clean energy

Bite

BRP runs 8% after bringing financing unit in-house

Altius Minerals Corp.

Carney's $70B clean power investment in Labrador & Quebec

Bite

Housing starts come in light, purpose-built rental remains dominant

Capital Flows

$5B of capital returns to Canada on $41B of foreign investment

Manufacturing sales of $79B moderate on chemical subsector

Inflation stabilizes at 3% on mixed category changes

Net worth hits $19T, Boyd Group sees value

Boyd Group Services jumps over 10% on 10% buyback program

Tecsys runs 7% on better SaaS growth

$619B foreign asset gain, $1B of import bans

International investment position jumps $619B in Q2

Recent trade developments won't change the landscape materially

Tamarack's $10B deal, 42K jobs lost

Clearwater consolidation continues with Tamarack & Headwater's $10B merger

$769M trade surplus, six-year productivity high

VersaBank (VBNK) Q3/26: Tripling down on US growth

Bond yields grind higher, does Venezuela matter?

Carney's Invest in Canada appointment could signal China deals

GDP growth hits three-year high, banks beat in Q3

Payroll growth slows, job vacancies move higher

Roots goes private for $160M, new home prices fall

Roots goes private for $160M

Industrial product prices rebound on higher crack spreads

New home price trends resume, driving small decline

$175B of debt demand, $70B for clean energy

BRP runs 8% after bringing financing unit in-house

Carney's $70B clean power investment in Labrador & Quebec

Housing starts come in light, purpose-built rental remains dominant

$5B of capital returns to Canada on $41B of foreign investment

Eli Rodney

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