Dollarama & Lululemon Struggle as Market Volatility Continues

Markets remain highly volatile as tensions in the Middle East continue to drive sharp swings across equities, bonds, and commodities. We break down how rising oil prices and inflation expectations are impacting different sectors, why the S&P 500 and Nasdaq are down year-to-date, and how diversification is helping investors navigate the current environment. We then turn to private credit, where issues continue to surface. A KKR fund gets downgraded to junk, more funds are limiting redemptions, and Blackstone’s BCRED reports a rare monthly loss. We discuss why these assets can appear stable on the surface and the risks tied to how they’re valued. On the earnings side, Dollarama reports solid results but sells off on weaker guidance and high expectations. Lululemon continues to struggle in North America despite strong international growth, while trying to fix product and execution issues. We wrap with Oracle, which is aggressively investing in AI infrastructure, raising questions around heavy spending, debt, and potential dilution. Tickers discussed:  KKR, BX, DOL.TO, LULU, ORCL   Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.