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Merryn Somerset Webb interviews GMO co-founder and notorious caller of market bubbles Jeremy Grantham. Grantham, who also serves as the firm’s long-term investment strategist, leans into his more than five decades of investing experience to explain the current “super bubble” … Continue reading →

The good news is that shelter prices are finally retreating; the bad news is that this has significant knock-on effects for existing owners, debtors, lenders, and many other feeder sectors. Thousands of Canadians are missing mortgage payments — especially in … Continue reading →

After the U.S. election, Trumphoria swept financial markets with parabolic moves in many risk assets into the new year. However, the realization may have dawned in the past month that government spending cuts, fewer immigrants, and tariffs mean more job … Continue reading →