Category Archives: Main Page

Condo in the coal mine

Posted on October 6, 2020 by Danielle Park

Plunging rents and rising vacancies are a bad combo for levered owners. Toronto’s thriving housing market is beginning to show signs of strain, particularly in a condo segment suddenly flooded with new listings. September data from the Toronto Regional Real … Continue reading →

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Myths about corporate taxes and the truth about growth

Posted on October 6, 2020 by Danielle Park

This 20-minute primer from John Hussman was done in 2017 as the Trump tax cuts were promising to boost economic growth and make America great (er). As Hussman and other math-lovers predicted, the policies were doomed from inception, and have … Continue reading →

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Confidence-crushing capital blows still in motion

Posted on October 5, 2020 by Danielle Park

On August 9th, I noted here that the US dollar index (DXY) was looking oversold and that a hold in the 92 area could signal the next round of ‘risk-off’ in an ongoing bear cycle for global markets.  From a … Continue reading →

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