Aug 4, 2026
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4 min read
What it costs to make a market, what it costs to make a story, and why the gap between them is the most useful number in the disclosure record.
Jul 13, 2026
3 min read
Two firms, zero overlap, and what that says about how issuers actually pick a market maker.
Jul 6, 2026
7 min read
Why the combination of firms an issuer hires says more than any of them individually, and what the recurring two, and three-firm pairings in the disclosure record are actually telling you.
Jun 29, 2026
6 min read
Why one market making choice is not interchangeable with the others.
Jun 15, 2026
8 min read
What the absence of a follow-on filing tells you, and why the disclosure record is built to show you beginnings but not endings.
Jun 8, 2026
What a company’s debut promotional disclosure predicts about the next six months
Jun 1, 2026
A single hire is a hypothesis. Two firms is a strategy. Three or more in the same disclosure window is a convoy, and it reads very differently from the sum of its cheques.
May 25, 2026
5 min read
Promotional spend rarely fires at random. It clusters around the events that move a stock, and the timing itself is the tell.
May 18, 2026
Why a second cheque to the same firm says more than the first
May 11, 2026
Read the Budget Before the Agency. The Size of the Cheque Tells You What Management Is Actually Buying.
May 4, 2026
9 min read
Once You Know Which Names Keep Recurring in the Disclosure Filings, the Promotional Market Stops Looking Fragmented
Apr 27, 2026
Euro Denominated Marketing Mandates Are Showing Up in TSXV and CSE Filings With a Frequency Most North American Investors Have Yet to Notice
Apr 20, 2026
How Disclosed Filings Reveal the Most Predictable Pattern in Small Cap Promotions
Apr 13, 2026
1 min read
Nearly one in three promotional dollars is chasing gold. Here is what the other two thirds are telling you about where the market is headed.
