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 update

Cohere may have faltered in the LLM race, but it is world-class at lobbying the government.

Nov 11, 2026 5 min read

HNW shops

members

Forthlane and June Inc.

I examine whether UHNW advisor June Inc. was compliant with securities regulation in Ontario and Rwanda.

Oct 15, 2026 6 min read

Tech/VC

paid

Cohere CEO Aidan Gomez lives in the UK

Cohere drapes itself in the national flag, but its CEO is based in the UK.

Sep 15, 2026 2 min read

Money Managers

paid

Danielle Skipp's new song and dance

Danielle Skipp, formerly of Nicola Wealth, is coming for more of your money. This time, she's backed by private equity.

Sep 11, 2026 5 min read

TO Establishment

paid

Heather Reisman is now a Pro Palestinian advocate

Heather Reisman is just another nice white liberal lady in Canada. I'm chronicling her makeover as an advocate for Palestinian rights.

Sep 3, 2026 4 min read

Nicola observer

Periodic updates on Nicola Wealth.

Aug 26, 2026 4 min read

TO Establishment

paid

Seymour Schulich

I take issue with Seymour Schulich's Anti-Emigration stance.

Jul 1, 2026 3 min read

Tech/VC

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