Monthly Archives: December 2025

Well-earned mean-reversion continues in real estate

From 1975 through the early 2000s, Canadian median home prices rose broadly in line with median inflation–adjusted household income. Where home prices outpaced income gains in the late 1970s and 1980s, the disconnect was short-lived, before prices corrected more than 30%. … Continue reading

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AI metaverse moment?

Peter Berezin, chief global investment strategist and director of research at BCA Research, joins BNN Bloomberg to provide an outlook for the markets. Here is a direct video link.

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Trump bluster losing luster

At some point in every cycle, bullshit stops baffling brains, and blind faith is beaten into submission. Revelation is making some progress in a few areas; see “Investors See Big Losses From President’s Brand.” To wit: Shares of Trump Media & … Continue reading

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