Monthly Archives: March 2025

Real estate, the most widely owned and highly leveraged asset class globally, has historically led the deepest economic downturns. Has a housing bubble ever burst without devastating pain across the economy and society? Unfortunately, not. It is far better not … Continue reading →

Despite cooling inflation, a falling interest rate and steady employment numbers, more and more Canadians are missing payments on their loans and mortgages. Andrew Chang explains what’s going on. Here is a direct video link. Also worthwhile, see Can the … Continue reading →

Well before the rising layoffs and economic disruptions in the first quarter of 2025, the global economy was registering a recessionary rise in unemployment and excess capacity, along with an accelerating decline in world dollar liquidity (WDL).  Hoisington’s Q4 2024 … Continue reading →