Tag Archives: savings

Canada: A nation of marshmallow eaters?

Anyone who frequents this blog knows that I love exploring consumer psychology, group think, and how they change over time.  We know that in order for an asset class to deviate markedly from its long-term measures of fundamental value and … Continue reading

Posted in Economy, Social trends | Tagged , , , , , , , , | 21 Comments

Is Canada awash in savings? Does all debt represent someone else’s asset?

Note to my readers: A trusted and very knowledgeable reader has pointed out some potentially significant (and inadvertent) misrepresentation of data contained in this post.  Alas, I am human, and this blog represents my thoughts and insights into the current … Continue reading

Posted in Economy, Social trends | Tagged , , , , , , , , , , , | 17 Comments

Canada’s credit bubble

Stats Canada has released some updated data tables for consumer and mortgage credit.  Let’s have some fun and look at the growth in credit vs. the growth in income and inflation over the same period. Total inflation growth according to … Continue reading

Posted in Economy, Real Estate, Social trends | Tagged , , , , , | 27 Comments

Move along….nothing to see here!

Well it’s official!  The U.S. ‘officially’ exited recession back in June, 2009 according to the National Bureau of Economic Research. “Any future downturn in the economy would now mark the start of a new recession, not the continuation of the … Continue reading

Posted in Economy, Social trends | Tagged , , , , , , , , | 3 Comments

Revisiting predictions

Hello all For some time now I’ve been making a number of predictions on the state of the economy and housing.  These predictions are archived mostly over at my brother’s blog and date back as far as 2008.  I’d like … Continue reading

Posted in Economy, Real Estate, Social trends | Tagged , , , , , | 2 Comments