A Québec investor, thinking out loud

Markets,
in plain language.

Every week I watch a handful of stocks — mostly the AI and semiconductor names — and I write down what actually happened, what was just noise, and what to watch next. No jargon. No hype. Numbers in plain sight.

Start here Read the first post

Cadence: One recap a week
Coverage: AI & chip names
Languages: English + Français
Positions: Always disclosed

Languages, every post

English and French — not translated as an afterthought.

Pieces from every video

One recording becomes a blog post, two shorts, and the social notes.

Positions disclosed

Every piece says, in the open, whether I own the stock or not.

Tips. Calls. Predictions.

Zero, ever. Judgment and process — never a recommendation.

The publication

What you'll find here

Four things, done the same way every week.

01 / Recap

The weekly recap

What moved, why it moved, and what is noise. Rumours are always published with the company's answer next to them — never the rumour alone.

How the recap works →

02 / Earnings

Earnings notes

When a name I follow reports — memory chips and SK Hynix, Micron, Meta, Bloom Energy — I read the results and write what changed. Earnings settle arguments; headlines don't.

What I read for →

03 / Explainers

Plain-language explainers

Dividends, buybacks, withholding tax, shareholder-return packages — the mechanics, explained the way I explain them to friends.

Start with the basics →

04 / Disclosure

My actual positions, disclosed

Every piece about a stock says, in the open, whether I own it or not. You should never have to guess where I stand.

The disclosure policy →

What this will never be

No tips. No calls.
Just watching, out loud.

Rule 01

No stock tips.

No "top 10 to buy", no signals, no buy or sell calls.

Rule 02

No advice.

I am not a financial advisor, and nothing here is a recommendation for you.

Rule 03

No predictions dressed up as facts.

When I don't know, I say so.

From the blog

Week 1 · Introduction

Why I'm doing this

Why I'm doing this — and how I watch the markets

Where this came from, the one story that taught me the difference between sentiment and a business, and the rules I publish by.

Start here The rules EN + FR

Read the post

All posts →

What this is

Markets North started as my running commentary in a WhatsApp group of friends who invest. Same habit, bigger room: one weekly recap, notes when the companies I follow report earnings, and plain-language explainers on the mechanics of investing from Canada — like how a TFSA (CELI) or an RRSP (REER) treats US stocks.

It is a hobby, published. I have a day job. If a week has nothing interesting in it, there is no post — that is a rule, not a gap.

Get the weekly recap by email

One email a week, when there is something worth saying. No spam, no selling your address, unsubscribe any time.

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Markets,in plain language.