BY MICHAEL SHENHER · MDS CAPITAL INC.
Positioning six months to two years out.
Most market commentary explains the headline. The Long Look asks what happens after it—and which established businesses may be affected by the world taking shape around them.
Free weekly research. No stock promotion. No buy/sell recommendations.
WEEK OF 12 OCTOBER 2026
The 12 October issue examines the bond-market forces reshaping the outlook after the Fed’s September move. It explores real yields, gold’s retreat, the Canadian dollar and a re-ranked group of ten companies—with an account of what changed and where earlier theses broke.
Read the full issue (PDF)Data in this issue is dated as of the close of 9 October 2026. See the full issue for sources and qualifications.
THE RESEARCH METHOD
AI helps gather, screen, compare, challenge and cross-reference a breadth of information that would once have required a sizeable research operation. Human judgment remains central. AI expands the research; it does not predict the market.
“I have seen plenty of market publications. I have not seen another freely available publication approach the market quite this way.”Michael Shenher
Companies on the major U.S. and Canadian exchanges, with no sector automatically excluded. Companies generally need at least US$1B in market capitalization, three years as a public company and five covering analysts.
A promotion screen separates earnings, contracts and fundamental developments from moves that appear driven primarily by marketing. No IPO chasing, shells or story-stage companies.
Business Solidity: an in-house 1–10 assessment of balance sheet strength, asset or reserve life, jurisdiction, free-cash conversion and management record.
Potential Return: the gap between market price and published 12-month analyst consensus. An analytical comparison—not a promised outcome.
Every thesis must identify the evidence or events that could invalidate it. When a thesis breaks or completes, the change is explained visibly. The objective is to follow the evidence, not defend last week’s conclusion.
INDEPENDENCE IS PART OF THE PRODUCT
We don’t sell stocks. We don’t promote stocks. We don’t tell readers what to buy. The value is broader context, competing evidence, identifiable risks and better questions.
The Long Look is research and information gathering only. It is not investment advice or a recommendation to buy or sell any security. Readers should conduct their own due diligence and consult their own professional advisers where appropriate.