Category Archives: Main Page

The US economy has not added any new jobs since 2019

Posted on January 12, 2022 by Danielle Park

Behind all the marketing spin about ‘robust growth’ and demand-driven inflation, the truth is this:  workers x productivity drive economic growth and real income.  These trends remain negative since 2019. “The economy hasn’t added one single job from the 2019 … Continue reading →

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Bubbles everywhere, math still matters

Posted on January 12, 2022 by Danielle Park

Good macro overview in this segment recorded on Jan 5… David Rosenberg believes we will transition away from the current burst of inflation to renewed disinflation. In an interview with Alfonso Peccatiello, author of the Macro Compass newsletter, Rosenberg, president … Continue reading →

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Paying up precedes spectacular repricing cycles

Posted on January 11, 2022 by Danielle Park

In November, at around $1700 per share, Canada’s e-commerce superstar Shopify (SHOP) was priced at a crazy 40 x the company’s revenue and was officially the most expensive component of the TSX Index.   Since then, a 36% decline has … Continue reading →

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