Welcome to Brian Ripley's
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Here are the most recent updates:
- SEP 21 History & Readings - Looks like Canada to me
- SEP 19 Debt+GDP+FDI+NetTrade Chronic Negative Net Trade
- SEP 17 Housing Starts City and Provincial with Census Overlay
- SEP 14 Sales & Listings & MAR & MOI Vancouver months of inventory rising
- SEP 13 History & Readings - Bubbles Compared to Earnings
- SEP 13 Employment Rates Vancouver, Calgary, Toronto, Montreal and their Provinces
- SEP 12 "Real" Gold and "Real" Real Estate
- SEP 11 Real Housing Price of Van+Tor+Cal - Commodity risk checked
- SEP 10 Priced in USD SF Detached of Vancouver, Toronto and Calgary
- SEP 9 Millionaire Metric in Vancouver, Toronto and Calgary
- SEP 8 Price Momentum in Vancouver, Toronto and Calgary & WCS/WTI Spread Chart
- SEP 7 Canada 6-City Housing & the Plunge-O-Meter Toronto drops 20%
- SEP 7 TSX Indexes of housing vs financials and commodity deflation
- SEP 6 Vancouver vs Toronto Absorption Rates drop to 16% vs 38%
- SEP 6 Toronto Selling Desire vs Buying Indifference
- SEP 5 Vancouver - Moonbeams, Rainbows, Unicorns and a big pile of bricks
- SEP 5 Calgary Housing - Res-Sales down 55% from MAY 2013 high
- SEP 5 Canadian Yield Curve 10yr less 2yr spread is only 18 bps to inversion
- SEP 4 Interest Rate Spread FOMO is alive and well in the proxy real estate market
- SEP 4 Real 10yr Rate commodity prices & yields deteriorate but not real estate
- SEP 4 Real Long Rates The transformation of Canadians from producers to consumers
- SEP 3 Earnings in Alberta are still 23% above Quebec (no typo)
- AUG 30 History & Readings - Idiots and Arsonists
- AUG 24 History & Readings - Memes and Motivation
- AUG 1 History & Readings - Canada's road less traveled
- JUL 26 History & Readings - Private Debt - Hello China
- JUL 4 History & Readings - Young Canadians Less Optimistic than U.S counterparts
- JUN 27 History & Readings - CAD low - additional chart update June 28th
- 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
- MAR 20 History & Readings - Persistent Risk - debt & a strengthening USD
- MAR 13 Employment Profiles Male-Female Part Time Full Time since 1976
- FEB 28 History & Readings - Boom or Bust - Interest Rate Edition
- FEB 16 14th Annual Demographia Ranking of 46 Canadian Metros 3Q 2017
- JAN 30 History & Readings - Interest Rate Inversion Report
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.
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