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We have long been aware that Canadian home prices are among the top 3 most over-valued on the planet along with Australia and New Zealand. (Talking with a friend from New Zealand last week, confirmed that prices on the ground … Continue reading →

John Mauldin’s latest weekend missive, “Where’s the Growth?” is an important read this week. Just as the Catholic Church convicted Galileo as a heretic for pointing out that the earth rotates the sun and not the other way round as … Continue reading →

Good value at current levels? Just over six years and now back to 2008 valuations again (the same level that after the crash in 2009, the consensus said was “clearly an unsustainable credit/stock/commodity bubble.”) You are six years older and … Continue reading →