Welcome to Brian Ripley's
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Here are the most recent updates:
- MAR 21 History & Readings - Machine Learning, your employment is at risk
- MAR 20 Employment Rates Vancouver Calgary Toronto Montreal and their Provinces
- MAR 19 Housing Starts City and Provincial with Census Overlay
- MAR 18 Plunge-O-Meter REVAMPED with 3 Projections - Ottawa SFD Spike
- MAR 14 Debt+GDP+FDI+NetTrade Net Trade negative 87% of time since Jan 2012
- MAR 13 History & Readings - Yields Dropping presages economy
- MAR 13 Real Housing Price of Vancouver,Toronto and Calgary
- MAR 12 "Real" Gold and "Real" Real Estate - Buyers Show Up, CPI Shrinks
- MAR 11 Millionaire Metric in Vancouver, Toronto, Calgary
- MAR 9 Sales & Listings & MAR & MOI Sales Since Peak: Van= -71% Tor= -61%
- MAR 8 Canada 6-City Housing DANGER Slippery Sentiment
- MAR 8 Priced in USD SF Detached in Vancouver, Toronto and Calgary
- MAR 7 TSX Indexes of housing vs financials & commodities. No Fear Here
- MAR 6 Price Momentum Negative in Vancouver Toronto Calgary vs TSX counter-trend
- MAR 5 Vancouver vs Toronto Total Months of Inventory VAN =7.8 TOR =2.6
- MAR 5 Toronto Residential Sales down 61% from JUN 2016 high
- MAR 5 Vancouver - Moonbeams Rainbows Unicorns; a line in the quicksand
- MAR 2 Calgary Housing - Res-Sales down 70% from MAY 2013 high
- MAR 2 Real Long Rates and Real 10yr Rate and the Interest Rate Spread
- MAR 1 Canadian Yield Curve Inversion on the 10-2yr is only 14 bps away
- MAR 1 Earnings in Alberta are 21% above Quebec (no typo)
- FEB 28 History & Readings - UBS Real Estate Bubble Index
- JAN 25 History & Readings - Peak Consumption
- JAN 22 15th Annual Demographia Ranking of 50 Canadian Metros 3Q 2018
- JAN 16 Employment Profiles Male-Female Part Time Full Time since 1976
- DEC 31 History & Readings OIL at <23 $US per Barrel = Deflation Symptom
- NOV 26 History & Readings - Dirty Real Estate - The Vancouver Model
- OCT 29 History & Readings - The Future depends on Cash Flow
- SEP 25 History & Readings - Credit Purge & Dumb Canadians
- AUG 24 History & Readings - Memes and Motivation
- JUL 26 History & Readings - Private Debt - Hello China
- JUN 22 History & Readings - Inflation Deflation Conflation
- JUN 4 Affordability - Weak hands face a new stress test rate of 5.34%
- MAY 29 History & Readings - Debt Replaces Employment
- APR 30 History & Readings - Sell Signals and Market Timing
- MAR 31 History & Readings - Melt Up - Toronto Edition
- FEB 28 History & Readings - Boom or Bust - Interest Rate Edition
SPOILER ALERT History confirms that when credit managers recoil from risk, when consumers shun debt, when irrational exuberance is replaced by an analysis of cash flow; prices that went up well above fundamental measures will return to comparitive yields. See California, Florida, Japan, Dubai, Greece, Ireland, Spain, Nortel, Bre-X, Tulips, Pet Rocks, etal.
SPOILER ALERT History confirms that when credit managers recoil from risk, when consumers shun debt, when irrational exuberance is replaced by an analysis of cash flow; prices that went up well above fundamental measures will return to comparitive yields. See California, Florida, Japan, Dubai, Greece, Ireland, Spain, Nortel, Bre-X, Tulips, Pet Rocks, etal.
#OPENDATA - THIS CITIZEN'S DREAM: It would help if Government Agencies especially all land registry offices had open to the public online databases updated in real time as transactions occur so that the private sector could produce unbiased market analysis. The same goes for the Canadian Census and in my opinion, the private sector that collects but does not publish vast amounts of data that affects the social contract. If we want a society able to make better decisions we need better open data. Write your Member of Parliament.
