Hoisington’s Q4 2024 Review and Outlook explains the historical significance of these key indicators. Here’s a taste: Factories across the world are growing increasingly idle. Global industrial ...

Tariffs and government spending cuts will weigh heavily; it seems that’s by design.

China followed Japan’s bubble-boosting playbook from the 1980s, and Canada followed China along for the ride through levered capital flows into commodities and our real estate market. The bust part is ...

Tariff wars, consumer debt and Canada’s outlook. Here is a direct video link.

Merryn Somerset Webb interviews GMO co-founder and notorious caller of market bubbles Jeremy Grantham. Grantham, who also serves as the firm’s long-term investment strategist, leans into his more than ...