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Monthly Archives: October 2017
Canadian realty prices face secular headwinds
Realty prices in Ontario, dropped sharply in September. In the Greater Toronto Area (GTA) 1 hour north of the city (where I live), average prices have already come off about 20%+ from last spring. And while the stricter mortgage rules … Continue reading
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The real math of equity allocations
Secular bears are born from extended periods of indiscriminate buying and speculation that drive prices paid for securities to irrational multiples of real world items like revenues, cyclically adjusted earnings, tangible assets and wages. And then they mean revert. Bulls … Continue reading
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The way humans get electricity is changing forever
The experience curve is driving evolution. Here is a direct video link. Also see The World’s tiniest power market will leverage big data to sell solar: In mid-December, National Grid Plc will flip the switch on an automated trading system … Continue reading
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