Category Archives: Main Page

Meaningful stimulus: shrinking electric and transport costs near zero

Posted on November 1, 2017 by Danielle Park

With policy interest rates already near zero in much of the developed world, and heavily indebted households and businesses (that drive world demand), struggling with flat and shrinking incomes, monetary ‘stimulus’ is not what it used to be.  Fresh thinking … Continue reading →

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Canadian realty prices face secular headwinds

Posted on October 31, 2017 by Danielle Park

Realty prices in Ontario, dropped sharply in September.  In the Greater Toronto Area (GTA) 1 hour north of the city (where I live), average prices have already come off about 20%+ from last spring.  And while the stricter mortgage rules … Continue reading →

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The real math of equity allocations

Posted on October 30, 2017 by Danielle Park

Secular bears are born from extended periods of indiscriminate buying and speculation that drive prices paid for securities to irrational multiples of real world items like revenues, cyclically adjusted earnings, tangible assets and wages. And then they mean revert. Bulls … Continue reading →

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