Category: Charts and Ideas
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Will 60/40 Portfolio Come Back?
Weekend charts + podcast with Jeremy Grantham
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Future Returns: 3 Macro Observations
Bonus: Economic Indicators 101
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Charts: 2030 Canadian housing shortage
Quick hits for the weekend catchup
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Charts: Federal interest expense, real rates, 2024 CPI, 2030 Canadian housing shortage
Punchy charts to get you quickly updated
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7 Charts for the Weekend
Why Sept is the worst month for stocks
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Desjardins: Even A Severe Recession Likely Won’t Make Housing Affordable in Toronto
Deep recession would lead to 2015 price levels
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7 Charts for the Weekend
Why Sept is the worst month for stocks
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What We’re Hearing
Don’t have time to dig through analyst reports and read hundreds of pages? Still want the critical insights so you can invest better and communicate with others about the markets?
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Yield Curve Inversion Same as 1928
Everything is fine. Until it’s not. This has been the story before almost all recessions throughout history.
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Yield Curve Inversion Same as 1928
Everything is fine. Until it’s not. This has been the story before almost all recessions throughout history.
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7 Investing and Economic Charts to Read Before Tuesday
Fast charts for fast times.
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Deteriorating Jobs + ChatGPT Enterprise
Job openings came in at 8.827 million vs expectations of 9.465 million