Follow
____________________________
Monthly Archives: February 2026
Gale-force winds will test fair-weather sailors
Global equities began the year near record highs, supported partly by continued enthusiasm around Artificial Intelligence (AI) investment and expectations of policy easing. However, February has seen more uneven performance: Technology shares have led the weakness as investors reassess how … Continue reading
Posted in Main Page
Comments Off on Gale-force winds will test fair-weather sailors
Financial stress is driving rents and home prices down, at last
As I have noted many times, historically, a maximum of 3x household income has been considered the limit of what is considered “affordable” for homes. In Canada, with a median household income of 84k, this would mean homes priced at … Continue reading
Posted in Main Page
Comments Off on Financial stress is driving rents and home prices down, at last
Risk trade poised to follow crypto’s lead
Stocks, commodities, junk bonds, precious metals, and crypto assets all leapt together into late 2025; now, Bitcoin, the crypto leader, is down 44% since October, and the broader crypto market has vaporized trillions in notional value while billions flow out … Continue reading
Posted in Main Page
Comments Off on Risk trade poised to follow crypto’s lead
