Canada’s full-time job creation flattened over the past three months, along with a contracting workweek, and an unemployment rate at 6.8% in December, up from 6.5% in November. The Bank of Canada’s ...

The premium for new over existing US homes has fallen to zero for the first time in at least a decade (shown below since 2015, courtesy of John Burns Research). A downtrend in new-home prices ...

With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become a hot play as investors take a “picks and shovels” approach. But one long-time ...

We receive a pretty steady stream of inquiries each year from people who hear Danielle speak, read her writings, find their way to this blog and then wonder if we offer asset management services. The ...

Far-reaching, worthwhile discussion in this segment.

The content of this discussion is clear-eyed and important. Each of us must decide how to allocate our savings given the circumstances we are living through. Mindless following can appear to be ...

There are many thought-worthy macro insights in this discussion. My sharing does not suggest my endorsement of the new ETF being promoted Today’s guest has long predicted that widespread systemic ...

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about ...

Grid-scale batteries have, until recently, been predominantly used only to stabilize the frequency of electricity supply. But as prices have dropped dramatically in recent years and new chemistries ...

Madness and mayhem are the order of the day, while consumer and business sentiment are dour, and for-sale signs are popping up like measles. Meanwhile, equity markets are priced for nirvana, and ...

After three years of unusually high stock market gains, Wall Street equity analysts entered 2026 with record bullishness and no “sell” recommendations. After being burned on recession calls in 2022, ...