OPM WIRE

A blog about Bay Street, money managers, funds, moguls, who's killing it, who's getting killed. No stock picks, no macro.

Cohere, the Lululemon of frontier LLMs

Cohere's LLMs have fallen into irrelevance over the past two years.

Jun 10, 2026 6 min read

Money Managers

paid

Peter Hodson and the OSC's Registration Charade

The Ontario Securities Commission runs a Registration Grift, aided and abetted by conflicted lawyers.

May 21, 2026 5 min read

Money Managers

EdgePoint's activist fund can only get better, one hopes

EdgePoint's activist fund is facing some adversity.

Apr 30, 2026 3 min read

Money Managers

Nicola Wealth unwinds Value Add Real Estate fund

Nicola expects to give back most of capital within 5 years!

Apr 1, 2026 1 min read

NoBull Klev

That time I was Klevin Brockovich

The story of how I got into an argy-bargy with the British Crown.

Mar 7, 2026 6 min read

Real estate

Avenue Living on the cusp of every private fund's dream: an IPO

Two Avenue Living real estate funds are winning too much to remain private.

Mar 5, 2026 3 min read

Money Managers

paid

Wealthsimple regulatory kompromat

Wealthsimple has tripped over licensing laws in Quebec.

Mar 3, 2026 3 min read

TO Establishment

Miles Nadal: selected moral teachings on wealth

Thoughts on materialism, grandiose humility and Mahatma Nadal.

Mar 1, 2026 4 min read

Money Managers

paid

Som Seif, the same old song

Public investors were early partners in Som Seif's venture Purpose, but did not get to hang on.

Feb 20, 2026 3 min read

NoBull Klev

Moderately important new disclosures

Some relevant disclosure to consider as you read future posts.

Feb 18, 2026 1 min read

Kompromat

Amber Kanwar vs regulators vs NoBull Klev

The OSC has found a new way of wasting precious regulatory resources.

Jan 27, 2026 7 min read

TO Establishment

A review of Rogers vs Rogers at Crow’s Theatre — Satire Without Restraint, and a Story Without Respect

A review by guest contributor Scaramouche.

Jan 15, 2026 2 min read