The Weekend Notebook

Thoughts, views and opinions as current events unfold: With topics taken from current market events and my latest book — When the Bubble Bursts: Surviving the Canadian Real Estate Crash (Dundurn: March 2015)  and my first book Investment Traps and How to Avoid Them (1999) — this short piece will give you unique and valuable insights filtered by my thirty-six years’ experience as an investment professional.

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The Bank of Canada cuts again but fails to address housing

Oct 31, 2025

The Bank Cuts Again — But the Real Problem Is Housing...

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China rare earth grip tightens

Oct 24, 2025

The global fight over rare earth elements has entered a new and dangerous phase. China holds the advantage—and Washington has few good options....

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Canadian auto industry faces creative destruction

Oct 17, 2025

The Canadian auto industry is in deep trouble. Donald Trump’s new tariffs threaten cross-border trade — and U.S. automakers are already moving production south....

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Canadian pipelines: good bad ugly and nightmares

Oct 10, 2025

Pipelines: The Good, the Bad, and the Ugly. ​​​​​​​Another pipeline fantasy rises from the political graveyard....

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Cut throat competition in China could spread worldwide

Oct 03, 2025

China’s War on “Involution”...

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