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40% of Canadian Real Estate Funds Just Froze Investors…
Episode 1287
Almost 40% of Canadian real estate funds have restricted access to investor funds, and that includes potential payouts. It’s a sign of how deep the h…
3 months, 1 week ago
Trump Just Triggered Housing QE (Brace for Impact)
Episode 1286
Call it GSE QE. The same day it was reported US housing construction fell to the lowest since 2020, the Trump administration announced it was going t…
3 months, 1 week ago
Consumers Just Pulled the Trigger on Credit Cards (Brace for Impact)
Episode 1285
US consumers have basically stopped using their credit cards. According to the Fed’s latest data, revolving consumer credit declined again, the third…
3 months, 1 week ago
Something Is Breaking in Private Credit
Episode 1284
Blue Owl, a name we’ve gotten to know for all the wrong reasons, has been forced to come clean after getting sued by pretty much every class action s…
3 months, 1 week ago
This Chart Explains Why America Is Breaking
Episode 1283
This is simply insane – new car sales among American households making $75k or less have crashed by 30% since 2019. Car prices soared. Incomes didn’t…
3 months, 1 week ago
HOLY SH*T! Did You See Commodity Prices
Episode 1282
Commodities are going nuts right now, with copper now parabolic joining silver on the crazy train. Gold is lagging behind both, which is not a good s…
3 months, 2 weeks ago
This Shouldn’t Be Possible...
Episode 1281
Loss of momentum isn’t just happening in the US, it is very well synchronized globally with practically the same pattern showing up everywhere. Updat…
3 months, 2 weeks ago
The TRILLION Dollar AI Debt Bubble Is Bursting
Episode 1280
The number of legendary investors calling this an AI bubble continues to climb, with Howard Marks, co-founder of Wall Street giant Oaktree flatly sta…
3 months, 2 weeks ago
Ok, Now It's Official...The Sh*t Is Hitting The Fan
Episode 1279
Bull steepening on the Treasury curve, falling energy prices especially gasoline, the final look at the US economy in 2025 shows it losing momentum a…
3 months, 2 weeks ago
HOLY SH*T: Europe’s Banks Are Acting Like It’s 2020 Again
Episode 1278
There was an explosion, a record spike – and it’s not even close - in lending by European banks to European shadow banks in October and November. Thi…
3 months, 2 weeks ago