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.
ISSUE NO. 02 · 14 SEPTEMBER 2026
A diplomatic agreement and the physical normalization of shipping are different events. This issue examines that gap—and the second-order questions it raises for oil, LNG, inflation, mining costs, gold, defence and equities.
Read the full issue (PDF)Figures and scenarios in this issue reflect its publication date.
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.