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In the spring of 2000, as now, there was a widespread belief (we remember well, we were there) that the leading tech companies would be impervious to recessionary strife in their customers, the wider economy and financial markets.  See The … Continue reading →

Massive consumer debt bubbles and policies that have encouraged real estate speculation have brought Canada and Australia to a similar tipping point as two of the most over-valued property markets in the world relative to rents and income. When households … Continue reading →

There was a massive surprise in the latest Canadian employment report with the economy adding about 290,000 jobs last month. While welcoming the dramatic surprise, Frances Donald, chief economist at Manulife Investment Management, says we shouldn’t feel too comfortable because … Continue reading →