Michael asked how tariffs will hit real estate. The honest answer is that nobody knows. Here is what 26 years of shocks taught me to do when nobody knows. Part 4 of a four-part series. Michael asked how tariffs will hit real estate. Three articles later, here is the...
Diversification is not disloyalty. Same rule for a country, a marriage, and a portfolio. Part 3 of a four-part series. Back to the couple from Part 1. The best marriages I have been around have one thing in common that nobody puts on the wedding invitation. Both...
In April I wrote down four worries about where this country was headed. Four months later I went back to look at them. Part 2 of a four-part series. There is a particular kind of discomfort in reading your own writing back. Not the typos. Not the sentence you would...
Michael Ponte asked our community how tariffs would hit real estate. I gave him a coffee emoji. Here is the real answer. Part 1 of a four-part series. A weekend morning, a couple of weeks back. Michael Ponte, who leads the Savvy Investors Facebook group, one of the...
The 2026 Alberta Verdict for Canadian Real Estate Investors Here’s an embarrassing confession. The best performing analysis I’ve ever published was my Calgary vs Edmonton breakdown. People shared it, quoted it, built decisions on it. And then I let it sit for four...
Everyone Reports the Unemployment Rate. Almost Nobody Reads the Four Numbers Underneath It. Let me climb up on my soapbox for a minute. Every month the job numbers drop, and every month the same thing happens. The Globe and Mail, the Financial Post, the CBC… every...
Canada Just Entered a Recession. I Just Got More Bullish. Stay with me here... Three negative quarters. The R word is now official. The political footballs are flying in every direction. And everybody you talk to is doing one of three things... justifying it,...
This Time, It Isn't Just an Oil Boom "Lord, grant me one more oil boom, and I promise not to piss it away." If you've spent any time in Alberta, you've seen that bumper sticker. On pickup trucks. In coffee shops. On hard hats. Taped to the inside of a toolbox. It's a...
Buried Inside the Report Is the Clearest Roadmap I've Ever Seen On Monday I wrote about the trillion dollars that walked out of this country. The capital exodus. The young families priced out. The builders boarding planes to Texas and Florida. I promised you something...
How Did We Let This Happen? I read a report this week that made me genuinely angry. RBC just put out the numbers. Between 2015 and 2024, more than $1 trillion in investment walked out the back door of this country. Biggest capital exodus in Canadian history. For every...
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