Daily Archives: August 10, 2017

Danielle’s bi-weekly market update

Danielle was a guest today with Jim Goddard on Talk Digital Network, talking about recent developments in the world economy and markets.  You can listen to an audio clip of the segment here.

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‘High Beta Rich’ still borrowing big and blowing up

Robert Frank’s great book “The High Beta Rich” is required reading in understanding today’s economic challenges.  While first published in 2011, everything is pretty much exactly the same today.  All aided and abetted by investment banks tossing around tax-payer-sponsored central … Continue reading

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Credit-fueled speculation frenzy has hollowed out financial stability all over

Many factors have earned us a much deserved and necessary mean reversion in North American realty prices including: ludicrous pricing/record low affordability, flat wages, aging demographics, low investment yields, unsustainable levels of speculation, necessarily tougher mortgage lending standards and in … Continue reading

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Realty prices retreating in Ontario this summer

Speaking with some realtor friends the past week about the softening market this summer in Ontario. Sellers who need to move or downsize their costs are finally starting to reduce prices, but the realtors are complaining that many are so … Continue reading

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Value’s long winter will end in spring again–bank on it

For anyone disciplined in investment valuation and probability assessments, the past 5 years have been taxing.  Since 2012 when Q-ever euphoria re-inflated animal spirits in world markets, those with the least care and concern for capital have looked like they … Continue reading

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