Monthly Archives: March 2022

Macro and market pressures that were intensifying over the past year have been compounded and accelerated by Russia’s assault on Ukraine.  While the cyclical downside for asset markets and the economy is higher than average today, the investment opportunity on … Continue reading →

Our February client letter is on the housing bubble casting a pall over Canada’s economic prospects and social stability. The last decade of free money has been anything but. Costs are compounding through reduced household formation, non-replacement birth rates, decreased … Continue reading →