Credit Bubble Stocks
Thursday, May 1, 2025
Thursday Night Links
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The proposal I have outlined is – for now – a carefully estimated thought experiment drawn from existing data, not an empirical report on co...
Tuesday, April 22, 2025
Tuesday Night Links
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Few of today’s populists bemoan the declining reliance on agriculture jobs, but the phenomenon is the same as what’s seen in manufacturing. ...
Tuesday, April 15, 2025
PrairieSky Q1 2025
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PrairieSky Royalty announced earnings ( financials , MD&A , presentation ) for the first quarter of 2025. Some highlights: Oil royalty ...
Monday, April 14, 2025
Monday Morning Links
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When market veterans gather, the talk often turns to memorable crashes: Where they were in 2020, 2011, 2008, 1998, or for the older among th...
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Friday, April 11, 2025
Friday Night Links
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My biggest uncertainty is whether I’m right about the necessity of manufacturing as the foundation of an economy. A lot of conservatives wer...
Monday, April 7, 2025
Monday Morning Links
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If Trump goes through with his tariffs and isolationism, this will have many effects, but probably not the one effect that he intends, namel...
Sunday, April 6, 2025
Some thoughts on tariffs
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What is Trump even trying to accomplish with the tariffs? You hear two purposes articulated by his administration and followers. First, that...
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