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Daily Archives: November 10, 2015
What oil and copper are telling us
On May 27, 2011 my partner Cory Venable did this long-term view of copper since 1996. The chart highlighted that other than the anomalous, credit-induced peaks of 2006-08 (credit derivatives bubble) and 2011 (QE mania), cycle tops for copper have … Continue reading
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On oil, rents and REITS
The vacancy rate in downtown Calgary jumped to 14% in Q3 (not including some 2 million square feet of so-called “shadow vacancy” or space leased but sitting empty, which if counted would push the vacancy rate to 16%, the most … Continue reading
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