Kom vanderMaden Advisory Group

 

Wealth Watch

May 2026

 

S&P/TSX COMP	S&P 500	NASDAQ	MSCI EUROPE	NIKKEI	RUSSELL 2000
2.37%	5.15%	8.36%	1.74%	12.25%	4.27%

Source: Monthly index performance to May 29, 2026 per yahoo!finance

 

 

Doom and Gloom – The narrative that’s being oversold

 

The US economy faces challenges such as high oil prices and inflation above the Federal Reserve’s target, but the impact of these issues has been relatively muted, with real GDP continuing to grow and jobless claims remaining low. Despite concerns about overvalued stocks, the large size of government, and uneven growth led by AI and data centers, there is little evidence of an impending recession, and recent growth appears to be market-driven rather than the result of government intervention. While the economy is not booming and faces structural headwinds, the prevailing narrative of imminent crisis is exaggerated.

Not So Bad

 

 

AI and Analysis Paralysis

 

This article explores how the rise of artificial intelligence has intensified the risk of analysis paralysis, where decision-makers become overwhelmed by the sheer volume of data and possible choices AI presents. It highlights that while AI can generate valuable insights, overreliance on complex models and endless scenario analysis can stall effective action. The author emphasizes the importance of human judgment and prioritization, warning that organizations must balance data-driven analysis with decisive leadership. The writer calls for a strategic approach that leverages AI’s strengths without succumbing to indecision or inaction.

 

Analysis Paralysis in the AI Age

 

 

Canada’s Wealth Fund: Big Promises, Big Questions

 

Canada’s newly announced Canada growth Fund is an ambitious sovereign wealth fund aimed at supporting the country’s transition to a low-carbon economy and boosting economic growth. While the fund’s objectives are bold, its structure – being managed by a public investment corporation rather than directly by the government – raises concerns about transparency and accountability. This article points out that the fund’s design, including its governance model and risk appetite may lead to challenges in balancing public interest with investment returns. Ultimately, the fund’s success will depend on clear governance, robust oversight, and the ability to align its investments with Canada’s long-term policy goals.

 

Canada's New Sovereign Wealth Fund

 

 

TikTok Tick Talk Canada

 

Every Spring my wife Terri-Lynn goes on high alert for ticks, which makes sense given our rural setting (and the fact she picked two of them off me during our first round of golf this Spring). Fortunately there is a Canadian website that tracks tick activity, tick geography, tick prevention, and other useful resources. This sight will either ease your mind or sharpen your vigilance when it comes to these pesky arachnids.

 

Tick Talk Canada