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The 10% Credit Card Rate Cap: Economic Theory Meets Political Reality
On January 9, 2026, President Trump revived a campaign promise that sent shockwaves through financial markets: a proposal to cap credit card interest rates at 10% for one year. While the announcement garnered bipartisan attention and appeals to consumers drowning in $1.23 trillion of credit card debt, the economic implications reveal a far more complex story—one that economists have studied for centuries through the lens of price controls.

Elias Zeekeh, MBA, CPA, CMA
6 days ago0 min read


The GPU Marketplace in Transition: Why Memory Shortages Will Define Tech Investing Through 2027
The global GPU market is undergoing its most significant structural transformation in a decade, and most investors are completely misreading the signals. While headlines focus on NVIDIA's 30-40% production cuts for consumer graphics cards, the real story is far more consequential: a memory supply crisis so severe that it will reshape competitive dynamics, margin profiles, and capital allocation strategies across the semiconductor industry through 2027—and possibly beyond.

Elias Zeekeh, MBA, CPA, CMA
Jan 81 min read


CES 2026: The Physical AI Revolution Is Here — And It's a Multi-Trillion Dollar Investment Opportunity
Three days into CES 2026, one thing has become abundantly clear: we're witnessing the birth of a new technological era. While previous years showcased AI as software that thinks, this year's conference has revealed AI as a force that acts—perceiving the world, making decisions, and physically interacting with reality.

Elias Zeekeh, MBA, CPA, CMA
Jan 70 min read


The 2026 IPO Supercycle: Historic Pipeline Meets Market Top Warning Signs
Wall Street is bracing for what could become the most extraordinary initial public offering (IPO) year in market history. Investment bankers describe the deal calendar heading into 2026 as "overwhelming" and reaching "fever pitch." The 2026 IPO pipeline features an unprecedented concentration of "hectocorn" companies—private firms valued at $100 billion or more—with SpaceX, OpenAI, and Anthropic collectively targeting valuations exceeding $2.8 trillion.

Elias Zeekeh, MBA, CPA, CMA
Jan 60 min read


From Growth to Income: Why Technology Investors Should Consider Split Share Corporations
Your technology portfolio is up 150%. Congratulations—now what?
This is the dilemma facing thousands of Canadian tech investors today. After riding the AI boom, cloud computing revolution, and fintech transformation, many portfolios have delivered extraordinary returns. But here's the uncomfortable truth: the same volatility that drove those gains can erase them just as quickly.

Elias Zeekeh, MBA, CPA, CMA
Dec 17, 20250 min read


The $50 Billion Question: Is Roblox a Gaming Company or the Future of Social Media?
When LinkedIn—the platform where professionals network and job hunt—added games with leaderboards in 2024, something profound shifted. If even LinkedIn believes gaming mechanics drive engagement, we're witnessing more than a trend. We're watching social media evolve in real time.

Elias Zeekeh, MBA, CPA, CMA
Dec 16, 20250 min read


Hims & Hers: How Compounding Could Rewrite the Rules of Healthcare
The "Not Dying as a Service" Business Model Explained Hims & Hers (HIMS) isn't just another telemedicine company peddling generic Viagra through a slick app. Beneath the millennial-friendly branding lies a far more ambitious bet: that compounding —the centuries-old practice of custom-mixing medications—can be industrialized, weaponized, and scaled into a moat that traditional pharmacies and big pharma can't easily replicate. This isn't about convenience. It's about fundamenta

Elias Zeekeh, MBA, CPA, CMA
Dec 15, 20255 min read


The Geoeconomic Interregnum: Why the Next Decade Won't Look Like Anything You've Been Told
The world isn't transitioning from one economic order to another—it's fracturing into two parallel systems. And most investors are positioning for the wrong outcome. For the past three years, financial media has been dominated by two competing narratives. The "multipolar" camp points to China's manufacturing dominance, BRICS expansion, and the dollar's declining reserve share as proof that American hegemony is collapsing. The "US supremacy" camp counters with America's techno

Elias Zeekeh, MBA, CPA, CMA
Dec 12, 20252 min read


The Market Playbook Returns: How Fed Policy Shifts Shape Equity Rallies
The Federal Reserve ended its quantitative tightening program on December 1, 2025, marking a significant shift in monetary policy. For investors trying to gauge what comes next, history offers a remarkably clear blueprint. The last time the Fed navigated this exact scenario was 2019, and the results were spectacular for equity markets.

Elias Zeekeh, MBA, CPA, CMA
Dec 10, 20250 min read
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