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Question for everyone in Canada: which grocery item has surprised you most at the checkout lately? Here's what the latest data shows. According to Statistics Canada, grocery prices rose 1.7% year over year in September, the smallest increase since May 2024. Fresh vegetables were down 2.9% and sugar and confectionery down 2.7%, while fresh or frozen beef was still up 8.7%. But averages don't always match what you see on the shelf. Tell us the item and the price where you live 👇 October numbers should be out next week, and we'll see if your experience matches the data Source: Statistics Canada, September 2026 CPI 
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Given NYT article, I think Jensen is gone at $NVDA, potentially by tomorrow morning with my guess the CFO as interim-CEO. But I think the stock bottoms on a RELATIVE basis compared to the semi index post earnings next week at the latest. The new interim CEO will probably want to set a low bar and the stock could trade at a single digit PE vs 11x currently on CY26. There are 40K employees at Nvidia and Jensen was a generational CEO but the pipeline of products I believe will sustain the company for ~2 years. There is a deep bench of direct reports. The analogy I would give is Steve Jobs took his medical leave in Jan-2011 and sadly died in October. $AAPL stock however rose 26%/26% in 2011/12 vs S&P 0/+12% Nasdaq -2/+14% on blistering revenue growth of 66%/45% in FY11/12. It took till year 3 for Apple revenue growth to slow dramatically to <10% in FY13 and then the stock massively underperformed that year. For the AI trade and Nvidia’s stock, the bigger question for me remains the same. Was June 22nd the top in the AI trade overall? I do not think so given Agentic AI just started this year. OpenClaw came out in January for the tech savvy and Muse from Meta for the rest of us in September with others introduced since then. Agentic requires 10-100x more tokens. But time will tell if that was THE TOP. From a technical standpoint, it does not matter if that was THE TOP. There has been forced selling in AI stocks and this Nvidia news is likely to clean out the rest. Why does it not matter? Even if it is March of 2000 and Nasdaq declines 78% from peak to trough over 2 ½ years, there were still 7 rallies that averaged 25% along the way back then. I think another one started on 11/5 but time will tell. Stay nimble and best of luck.

BREAKING: Nvidia chief executive Jensen Huang had an extramarital relationship with Kimberly Powell, the company's vice president of health care, who reports to him, according to 5 people who worked at Nvidia, The New York Times reports. Jensen Huang, 63, and Powell, 48, were filmed being affectionate at a San Jose hotel during Nvidia's conference in March, 2 of those people told the paper. The Times has not seen the video. 3 people briefed on the incident said Jensen’s security sequestered the bystander who filmed it and offered a nondisclosure agreement. Asked about Powell, Jensen told the Times, "I don't think you should be talking to me directly," and hung up. Nvidia declined to comment. Powell did not immediately respond. Nvidia shares fell more than 3% after hours, CNBC reported. It lands days after Jensen admitted an affair with a woman U.S. intelligence determined is a Chinese spy, according to the Times. China denies the claims. Nvidia's board already has Wachtell, Lipton, Rosen & Katz investigating that relationship. The first story was a security question. This one is a governance question, and boards have answered it before. In June 2018 Intel's chief executive Brian Krzanich resigned after counsel confirmed a past consensual relationship with an employee broke a policy covering all managers. Nvidia's code of conduct tells staff to avoid conflicts including "personal relationships". The reporting line and the nondisclosure offer are now on the board's desk. My call is that Jensen Huang is still chief executive when Nvidia reports results on 17th November, US time. Nvidia has said he stays in the role during the review, and Intel acted only after counsel confirmed a breach. I am wrong if Jensen resigns, is removed or goes on leave before the results release.

RWA perpetuals moved the other way. Volume rose 24.1% to $611B across major centralized exchanges. SOXL, a 3x leveraged semiconductor ETF, more than doubled to $89.1B, making it the fifth-largest asset by derivatives volume after BTC, ETH, SOL and ZEC.

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We had a fantastic day yesterday at Sunningdale Golf club, celebrating the work of the Foundation and fundraising for its future. It was great to spend time with everyone who came and made it such a special day. Thanks to the generosity of our supporters, The @RoseFoundation1 will be able to reach even more disadvantaged and disabled children.

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The artificial intelligence boom keeps rolling, sending stocks to record highs: The S&P 500 rose 0.7% on Tuesday and hit 7,830 points, an all-time high and its first intraday record high in almost two months.

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