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Monthly Archives: March 2022
Compounding financial strain will yield opportunity
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
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Canada has to follow and seize illicit flows inflating our real estate prices
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
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