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Cory’s Chart Corner
Many will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
The Kobeissi Letter @KobeissiLetterBREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
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Danielle’s Book
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“An explosive critique about the investment industry: provocative and well worth reading.”
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Daily Archives: May 6, 2020
CBC’s Front Burner ‘Too big to fail’: COVID-19 and Canadian real estate
Levered speculation in Canadian real estate fuelled the economic and asset price boom from 2008 to 2018, just as the tech sector drove the 1995 to 2000 expansion, and commodities, subprime debt and US home prices the 2003-07 expansion. These … Continue reading
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Decentralized work spaces likely to stick
With some 95% of those in office towers working from home over the past 6 weeks, the pandemic has given an opportunity to test decentralized work arrangements in real-time. Many companies, especially in the service sector, have been pleasantly surprised … Continue reading
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