Hello everyone,I hope you had a nice weekend.  Things are finally starting to warm up here in the Toronto area: it has been a long winter.  And now that we’re near the end of March the birds are making their way back north incl...

Homicides in the US are the lowest in 125 years.Canada’s economic decline has outpaced all other developed nations over the last ten years.And so has our happiness.I have a feeling we’re not in Kansas an...

Carnival Corporation is charging record prices.And a look back.A look at what and who caused Canada’s housing affordability crisis.And how housing affordability crises around the world have contributed to...

An increasing number of homes listed for sale in Canada are vacant.A look at Canada’s poor record on economic growth.And sadly, it’s primarily self-inflicted.In Financial Ructions:More Canadians ...

A Wall Street Journal article looks at how older Americans are significantly wealthier than the next generation.Spoiler alert, it’s a result of bad policy.As cocoa bean prices soared, chocolate consumption fell.<...

Eddie Bauer: Another retailer is going by the wayside.And a look back.For Canadians who file for insolvency, on average they owe money to over 10 different lenders.The Chart of the Century shows car pric...

Pepsi has had 14 straight quarters of declining volume.Management springs into action.Despite beef prices rising more than 30% over the last two years, Tyson is losing hundreds of millions of dollars in its beef ...

Politics in the U.S. is significantly more divided than back in the 1950s/60s.But the country is not divided because of the politics.The politics is divided because of monetary policy.Dick’s Spo...

Uber is experiencing uber sales and profit growth.By charging more and giving less.Pubs in the U.K. are banning some politicians from their establishments.It’s a tax revolt.Ranking airl...

Delta Airlines passenger revenue growth is barely in positive territory.But falling fast in economy class.Walmart takes to the air.In less than two years drones will be delivering to over 40 million Walma...

A look at how pension plans compare between the Canadian private and public sectors.Car prices in the U.S. and Canada have soared.And no, it’s not because of tariffs.Macy’s seems to be turning around its...

The price of weight-loss drugs is plummeting.Used luxury watches are a multibillion dollar business.And so are fakes.TV watching via streaming has taken over.And YouTube leads the way.<...

Electric vehicle demand is a fraction of what auto manufacturers thought it would be.But government involvement helped to distort expectations.Ford takes a huge write-down.Coty is a leading cosm...

Christmas with Andy Williams and the murder trial of his ex-wife.The US restaurant industry is seeing negative foot traffic. This is what happens when inflation drives dining costs through the roof....

Lululemon continues to struggle in the US.While Costco continues to relentlessly drive sales higher.People continue to flock to RH for luxury furniture.But investors refuse to do likewise with the share price.

I’m reposting my first and so far only Pollitical Economy (2023) which asked you for your favourite Christmas movie.Giving you some Christmas viewing ideas.Another look at Canada’s housing affordability crisis.

Apple is a pretty impressive business founded by a very impressive entrepreneur.But its share price is way ahead of the business i.e. expensive.We take a look back.After many quarters of negativ...

Home Depot sales are once again weakening.They’re blaming a lack of hurricanes.Target department store sales are accelerating downwards.With discretionary items taking the biggest hit.M...

Americans are dining out less often.Traffic has been down eight months in a row.Yet Darden, owner of Olive Garden, is seeing same store sales accelerate.But not Wendy’s:US same store sales are accelerati...

Manufacturing in the US has been contracting for most of the last three years.Chipotle has a younger customer base that is struggling economically and thus eating at home more often.Its share price is down 47% this year.

All of a sudden a lot more companies are announcing layoffs.Things have significantly changed from when companies used to hoard employees just in case.A look back at Porsche.And sales are falling as their...

A look at social security in the US.It will be insolvent within ten years in large part because deductions from payroll to pay for social security are consumed rather than invested.Krispy Kreme is experiencing co...

Cheap funding has been the main cause of housing affordability crises.After two quarters of negative sales growth, luxury group LVMH creeps into positive territory.And after only one quarter of negative sales growth, Domi...

Beer maker Constellation Brands’ sales and share price are going down faster than its beer. US office vacancy rate ticked down from last year. But is still over 25% in some Western cities. 

PACCAR is one of the leading truck manufacturers in the U.S.A look back.New truck deliveries are down 13.5% from pre-COVIDJ.B. Hunt is one of America’s largest trucking companies and its sales growth has...