I can't tell you how many interviews I've done where I've been asked: If Trump's policies are so problematic, why are U.S. stocks rising so rapidly. A bit of international context illustrates the real issue here. U.S. stocks have dramatically underperformed other advanced

Canadian Bankers Association publishes these data on a three month lag. At the end of Aug 2025, new mortgages ticked down, mortgages in arrears tick up. These are not signs of a particularly healthy market, but of course this is backward looking data.

I like this....

It's true, Canada has some work to do to get to New Zealand and Malta standards.

According to CMHC, 52.6% of the Toronto area rental unit pool are 2&3+ bedrooms as of Oct 2024. In other words, more than half of the rental universe can comfortably accommodate households with three or more people (parents and a kid +).

69% of housing types in Toronto CMA are single-detached + "missing middle".

Yes, rental vacancy has gone up.

From what I'm hearing, the budget numbers are too big, it doesn't do enough as counter-cyclical stimulus for housing or oil and gas, and it doesn't cut taxes deep enough. Do I have this right?

Over the last 3 years has there been any value in watching the ups and downs of the seas adj unemployment rate or should we just go with the much less exciting but honest trend series? #trendisyourfriend

This chart shows FIRE's growth as a percent of overall GDP since 2000. Steadily up. I get that it's been below growth trend since early 2022, and that's painful for some, but come on... 2020-2022 we pretty goods years. Lots got pulled forward then...

I get it...there’s no proponent, no route etc. But why does he have to put it that way and be so definitive about it? 😁 It’s frustrating for Albertans, I know. I’d love to see private investment lining up for a share of bitumen-egress infrastructure profits too.

Canada's housing market: Good neighborhoods, crushing it. Less good neighborhoods, not so much.

Cutting red tape is creating red tape.

Friendly reminder that your energy portfolio and sources should be diversified. But go Canada oil.

While it might be interesting to note that as population becomes more foreign-born that more foreign-born mothers will capture an increased share of births... What I find remarkable is how flat the number of births have been post baby-boom.

Good question

More than 35,000 households left the GTA last year, new data shows. Are you one of them? bnnbloomberg.ca/business/real-…

It's surprising that people continue to refer to Japan as a model of regulation-driven housing affordability, when it's really one of the best examples of what happens to home prices (and construction of new homes!) when incomes decline...

Now we're talking

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