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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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Monthly Archives: September 2023
Jeremy Grantham “Bubble Historian”
The below podcast with Grantham is nearly two hours long and broad in scope. Worth the time, IMHO. For those with less patience, you can read some key takeaways in 10 quotes from the interview. Also, this 2-minute TikTok reel … Continue reading
McGill housing study: “staggering impact of short term rentals”
Greater restrictions around short-term rental properties seems inevitable. A McGill University professor has found some eyebrow-raising numbers regarding short-term rentals in B.C. …“The report underscores the need for the Province of B.C. to implement a province-wide short-term rental registry and … Continue reading
Unaffordable homes and cars
A new report from RATESDOTCA found that Canadians who took a five-year insured $500,000 variable-rate mortgage in the low-interest days of 2021 would be paying $23,579 more in cumulative interests by September 2023 compared to a fixed-rate mortgage option. See … Continue reading