Extremes have a way of cutting both ways; it’s called mean-reversion. Nothing moves in straight lines, but the spectacular ...
New Zealand is in a recession, and home values are more than 17 percent lower than the post-COVID peak. In Ireland, a massive house price surge and crash in the 2000s saw house prices in Dublin more ...
Andrew Chang explains how interdependent the Canadian and U.S. auto industries are, and the widespread impacts of severing a 70-year partnership. Well before the rising layoffs and economic ...
https://jugglingdynamite.com/2025/03/06/hoisington-q4-2024-review-and-outlook/ Hoisington Q4 2024 Review and Outlook Well before the rising layoffs and economic disruptions in the first quarter of ...
Tariffs and government spending cuts will weigh heavily; it seems that’s by design.
China followed Japan’s bubble-boosting playbook from the 1980s, and Canada followed China along for the ride through levered capital flows into commodities and our real estate market. The bust part is ...
Tariff wars, consumer debt and Canada’s outlook. Here is a direct video link.
Merryn Somerset Webb interviews GMO co-founder and notorious caller of market bubbles Jeremy Grantham. Grantham, who also serves as the firm’s long-term investment strategist, leans into his more than ...