Category Archives: Main Page

Epic financial risk and asset markets priced as if there’s none; what could go wrong? The markets have climbed higher despite continuing concerns around the shutdown, tariffs and inflation. The S&P 500 and Nasdaq have set records more than 30 … Continue reading →

A couple of must-read articles from the Globe this week examine Canada’s policy errors around immigration and housing–two tangential, interconnected themes with far-reaching impacts for our economy, present and future. See, How Canada got immigration right for so long–and then … Continue reading →

The Canadian housing bubble has been deflating since February 2022, and there’s room for it to run. We highlighted the mania and frenzy of financially destructive behaviours in real time, noting that once bubbles pop, property prices typically take years … Continue reading →