Companies
Four hours without a customer. Then his daughter pressed record.
A look back at L&J Food for the Soul's April 2023 customer turnaround—not a claim about its finances today.
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Imperium Post — Read what matters.
Companies
His taco shop was near closing. Then Canadians crossed the border for tacos.
A 19-year-old graduate put his savings into a Taylor taco shop, then watched a social-media appeal bring customers from Windsor and Ohio. The April 2026 turning point is a lesson in what attention can start—and what a small business still has to sustain.
The memory-chip maker survived a 2001 creditor rescue, spent years on a technology few customers needed and now says it will invest 1,100 trillion won across three Korean manufacturing hubs.
Companies
Her pudding shop went viral. Now she wants people to stop fearing the queue.
The Puddery's comeback began with a plea for customers. Nearly three years later, Janel Prator is selling a different message: you can actually get served.
Tech & Finance
Google is fighting a power tariff. Who pays for AI?
Google wants Quebec's regulator to reject Hydro-Québec's proposed data-centre tariff. The dispute asks who pays for the grid behind the AI boom.
Tech & Finance
Anthropic wants brakes on the AI race. Who makes its rivals slow down?
Anthropic CEO Dario Amodei wants outside reviewers and shared limits to slow the AI race. The open question is who can enforce the brakes.
Personal Finance
Inherited a TFSA? CRA’s 2026 form and online checklist don’t match
A 2026 change can protect post-death growth from qualifying trusteed TFSAs. CRA’s new form and part of its beneficiary webpage give different instructions.
Personal Finance
Tokenized deposits and the $100,000 question
A tokenized deposit may qualify for CDIC insurance. The answer depends on the legal product, the institution and how the account is held.
Personal Finance
Tax comes off your paycheque. Why could you still owe CRA instalments?
This guide explains the September 15, 2026 deadline and why a salary does not by itself rule out instalments.
Markets
The supermarket can leave. Its ban on a rival can stay.
A grocery chain can leave a property while a land restriction or lease clause still limits a rival. Major chains are rolling some controls back—but removal creates an opportunity to compete, not a guaranteed new store or lower price.
Tech & Finance
AI giants promise to pay their own power bills. Show Canadians the receipts.
Canada’s new data-centre principles say project-driven electricity costs should not land on households or existing businesses. The real test is who pays for grid upgrades—and who carries the cost if demand falls short.
Personal Finance
Can I put money back into my TFSA in the same year I withdraw it?
Only if you are a resident of Canada and still have unused TFSA contribution room. A withdrawal is restored as room on January 1 of the next calendar year, not when you take the money out.
Personal Finance
Does lower inflation mean my grocery bill should fall?
Lower headline inflation does not show whether groceries became cheaper. Even slower food inflation leaves the measured food basket dearer when its rate remains positive.
From the archive · Markets
Stocks sit at records while the Fed debates a hike — the strangest bull market in years
The S&P 500 closed last week at an all-time high of 7,798.99 after two inflation reports came in softer than feared. What makes this rally unusual is the direction of the argument behind it: the next Federal Reserve move under debate is a rise, not a cut.
From the archive · Central Banks
A Fed at war with itself heads for Jackson Hole
Three dissents at the last meeting, governors openly split, a chair who won't show his hand, and a president demanding cuts while part of the committee argues for a hike. The minutes on Wednesday and the Jackson Hole symposium later this month will show which faction is winning.
From the archive · Economics
The American consumer just blinked
Retail sales fell 0.6% in July despite a World Cup boost, consumer sentiment dropped hard, and real wages have been falling for six months. The economy's engine hasn't stalled — but it is knocking.
From the archive · Tech & Finance
River’s $1.1bn financing and Lovable’s $13.3bn valuation: what August’s AI funding numbers show
River AI said it raised $1.1 billion across Series Seed and Series A. Lovable said it raised $400 million at a $13.3 billion valuation—approximately twice its December 2025 valuation. Funding raised and company valuation are different measures.
From the archive · Markets
The AI trade passed its earnings exam — the bill arrives later
Super Micro jumped 19% on results, memory makers surged, and Big Tech's AI spending is on course to top $700bn this year. The earnings are real; so is the size of the cheque being written to keep them coming.
Markets
Why 'bad news is good news' is back — and how to tell when it stops working
Weak retail sales and soft jobs data lifted stocks last week because they argue against a rate hike. That logic has a shelf life, and the expiry conditions are visible in advance.
Personal Finance
What 4.3% expected inflation means for your cash
Households now expect prices to rise faster over the next year than most savings accounts pay. The gap between the rates savers see and the inflation they expect is quietly deciding who gets poorer.
Imperium Post Weekly · Deep dive
Microsoft’s capex forecast lost $15bn. Read the accounting note.
The capex ledger: a smaller spending forecast can reflect a change in accounting. Investors need to understand the difference before calling the AI build-out cheaper.
About
About Imperium Post: a quiet place to read the market, one story at a time
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