Monthly Archives: December 2025

Rethinking value add

Lots of disturbing news this morning, fortunately, there are also positive developments. As endless video content and computing devour more and more power, renewable sources and battery storage to balance demand are an obvious evolution. Interestingly, people often cite payback … Continue reading

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Financial conditions tighten into year end

Happy Friday from the snowy north. Another interesting week! The US Fed lowered its policy rate target 25 basis points (now 3.50 to 3.75%), and announced it would buy $40 billion of TBills monthly as part of a reserve and … Continue reading

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High shelter prices cost a fortune

About 36% (14.8m) of Canada’s (41m) population lives in three metro areas (StatsCan data): Toronto, Vancouver and Montreal. Unfortunately, these three cities have the dubious distinction of experiencing the most significant home price inflation in North America over the past … Continue reading

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