MARKETS NORTH Markets, in plain language

Two friends in Québec, thinking out loud

Markets,
in plain language.

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

Start here Explore the maps
Cadence
One recap a week
Coverage
The names behind AI, plus Canada's banks and dividend payers
Languages
English + Français
Positions
Always disclosed
3
Live maps
The AI supply chain and the AI world map, tensions layer included, all interactive, with more in production.
10+
Free calculators
Break-even, fees, currency and token math on the calculators hub, free to use.
2
Watchlists
Joe's List and André's List, every name in the open.
89
Names followed
Every stock and fund on the two lists, counted from the lists themselves.

The publication

What you'll find here

Five 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 we follow reports (memory chips and SK Hynix, Micron, Meta, Bloom Energy), we read the results and write what changed. Earnings settle arguments; headlines don't.

What we read for →
03 / Explainers

Plain-language explainers

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

Start with the basics →
04 / Disclosure

The names we follow, in the open

Every piece says, in the open, which of us follows the stock. You should never have to guess where we stand.

The disclosure policy →
Data tool

The Simulator

Pick any stock, index or word, drag across the curve, and see what happened.

Open the Simulator →

Explore

Start with the maps

The interactive half of Markets North. The maps come first, on purpose: they are the fastest way to see how the AI economy connects.

The AI World Map

The AI economy on the planet: chips, clouds, reserves and the sea lanes everything rides on, with a tensions layer.

The AI Supply Chain Map

Who supplies whom behind AI, from ASML's machines to the clouds. Click a company and trace the chain.

The Simulator

Drive any chart yourself: drag across a move, see the known events inside it, and scan for washed out names.

Trends

One year of prices for the AI core we track, plus what the big AI models charge per token.

The Launch Board

IPOs and pre-IPOs of the AI economy, classified by filing facts: on the pad, in orbit, in the hangar.

The North Poll

This week's Question of the Week and the six Friday Close calls. Vote, then come back after the close for the grading.

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.

We are not financial advisors, and nothing here is a recommendation for you.

Rule 03

No predictions dressed up as facts.

When we don't know, we say so.

Latest posts

From the blog

Explainers · Market mechanics · November 4, 2026 Arbitrage, explained: the trade that closes the gap

The same stock at two prices at once, and the trade that pockets the difference. Interlisted Toronto and New York listings, Norbert's gambit, ETF and merger arbitrage, and why the gap is a wage for speed and risk, not free money.

Earnings · AI chips · November 3, 2026 AMD and Supermicro earnings recap: November 3, 2026

Both reported after the close on November 3, and both beat and guided higher. AMD's Data Center revenue nearly doubled, Supermicro cleared the top of a range it had already raised, and both stocks rose after hours. The numbers, what they mean, and the read through to Nvidia.

Explainers · AI basics · November 2, 2026 Tokens, explained: what AI actually costs

Every AI answer runs on tokens. What a token is, why input and output are priced per million, why the price keeps falling, and why it matters for the chip stocks.

All posts →

What this is

What this is

Markets North began in our daily stock conversations, two friends who have talked markets for years, and in the threads with friends that grew around them. Same habit, bigger room: one weekly recap, notes when the companies we 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. We both have day jobs. 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.

The weekly recap by email is coming soon.