Juggling Dynamite - Far-reaching, worthwhile discussion in this segment. On episode 226 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Jeremy Grantham to discuss: stock market bubbles, the ups and downs of managing money, how the wealth divide has grown so wide, the future of clean energy tech, and much more! Here […]

Juggling Dynamite - Madness and mayhem are the order of the day, while consumer and business sentiment are dour, and for-sale signs are popping up like measles. Meanwhile, equity markets are priced for nirvana, and participants are the most long of all time. Households and nonprofit organizations entered 2026 with a record near half of their financial assets […]

Juggling Dynamite - For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubbles before they burst, from Japanese equities in the late 1980s to US tech stocks in 2000 and housing in the run-up to the […]

Juggling Dynamite - Extremely interesting historical perspective in this discussion; worth a listen. David McWilliams (The History of Money: A Story of Humanity) is a journalist, writer, and economist. David joins the Armchair Expert to discuss having an unusually calm Irish family upbringing, being practically prescribed to study economics, and the impact that his father being screwed by […]

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Juggling Dynamite - Trading-driven investment bank profits are thriving even as consumer sentiment and labour markets remain weak. See Capital markets, wealth drive earnings for Canada’s big banks: Canada’s big banks exceeded expectations for the 2025 fiscal year as capital markets and wealth management carried results. But economic uncertainty loomed over results. Adverse trade policy and a cooling labor […]

Juggling Dynamite - The Greater Toronto Area’s (GTA’s) 62,400 residential real estate transactions during 2025 were the lowest since 2000 and 51% less than in 2021. In the Greater Vancouver Area (GVA), the 23,800 residential transactions were the fewest since at least 2005. See, Home Sales in Canada drop to historic lows in 2025. Sales fathomed multi-decade lows, even […]

Juggling Dynamite - Grid-scale batteries have, until recently, been predominantly used only to stabilize the frequency of electricity supply. But as prices have dropped dramatically in recent years and new chemistries like sodium-ion have come into the mainstream, batteries have started to replace coal power stations and even gas peaker plants. So, is the final death knell now […]

Juggling Dynamite - Happy Monday! Heading into the traditionally challenging second year of the US presidential cycle, global news flow continues to erode consumer and business confidence. In response, the Trump administration is intensifying efforts to boost popular support through handouts and distractions. In the early going this morning, equity futures are down, along with the US dollar. […]

Juggling Dynamite - Next month will mark the fourth anniversary of the late, great top of the February 2022 housing bubble in Ontario, Canada. Historically, real estate bear markets have taken 4 to 6 years to bottom. Data suggests that we aren’t there yet; mean reversion continues to unfold through the economy. Toronto Real Estate Market Collapse Continues: […]

Juggling Dynamite - There are many thought-worthy macro insights in this discussion. My sharing does not suggest my endorsement of the new ETF being promoted Today’s guest has long predicted that widespread systemic change would occur during the 20-teens and 20-20s — as America and much of the rest of the world experience a replacement of the old […]

Juggling Dynamite - After three years of unusually high stock market gains, Wall Street equity analysts entered 2026 with record bullishness and no “sell” recommendations. After being burned on recession calls in 2022, no mainstream economist is calling for a recession in 2026, and no strategist is willing to forecast a flat or down market. Major asset classes […]

Juggling Dynamite - New year, same problems; these segments offer some insight. This week on Move Smartly, I’m joined by Doug Hoyes, Licensed Insolvency Trustee and co-founder of Hoyes, Michalos & Associates, one of the most experienced consumer debt relief firms in Canada. Doug works on the front lines with households facing financial distress, giving him a real-time […]

Juggling Dynamite - Electricity bills are rising in the US — and politicians are mostly blaming either renewable energy or data centers and AI. But do either of those really explain the problem? And is there any way to fix it? Business Insider producer Elizabeth McCauley sifts through the noise and talks to experts to find out the […]

Juggling Dynamite - Worthwhile discussion in this segment. Ted Oakley interviews Danielle DiMartino Booth, discussing outlooks for interest rates, markets, and the economy. Here is a direct video link.

Juggling Dynamite - Happy Friday!! Today, I am sharing a story from a reader, with their permission. It reminds us of the power in sharing honest, unbiased information, free of any sales pitch, especially in foundational areas like personal finance. I’ll add a few thoughts at the end. Thanks, OD, for this: Greetings! I have just finished reading […]

Juggling Dynamite - Tax collection from the wealthiest individuals and corporations has fallen worldwide since World War 2, while government subsidies, bailouts and support programs favouring the wealthiest constituents have soared. The plunging US corporate income tax revenue as a portion of GDP (below since 1934) reflects a trend that has played out across all OECD countries. At […]

Juggling Dynamite - US job growth remained sluggish in November, and the unemployment rate rose to a four-year high of 4.6% (Bureau of Labor Statistics data out today), up 120 basis points (bps) from the April 2023 low of 3.4%. A 120-bps rise in the US unemployment rate has never occurred in the post-war era without a recession […]

Juggling Dynamite - The Bank for International Settlements (BIS), the central bank of central banks globally, warns in its December 2025 Quarterly Review that a rare, simultaneous bubble in the price of stocks and gold has increased financial risks and the prospect of a significant correction and negative or subdued future returns: A widely used statistical test to detect the […]

Juggling Dynamite - About 36% (14.8m) of Canada’s (41m) population lives in three metro areas (StatsCan data): Toronto, Vancouver and Montreal. Unfortunately, these three cities have the dubious distinction of experiencing the most significant home price inflation in North America over the past two decades, far ahead of other major American cities (shown below, courtesy of Visual Capitalist), […]

Juggling Dynamite - We have driven electric cars for 8 years now, and our real-life experience confirms that EVs are safer, cleaner and much cheaper to operate than conventional ICE autos. Yes, even in cold climates. Last year, we added solar and can now self-power our cars and 75% of our annual electricity needs. Like growing food and […]

Juggling Dynamite - Some unexpectedly strong employment estimates from Statistics Canada last Friday caused markets to reprice abruptly, with the expectation that the Bank of Canada is done easing and will hold its policy rate steady at 2.25% through 2026. The unexpected employment gains for November were driven entirely by survey results reporting part-time jobs (below in yellow […]

Juggling Dynamite - From 1975 through the early 2000s, Canadian median home prices rose broadly in line with median inflation–adjusted household income. Where home prices outpaced income gains in the late 1970s and 1980s, the disconnect was short-lived, before prices corrected more than 30%. From 2000 to 2022, Canadian home prices (shown in red below through Q2 2021) increased by 375%—46% of that from 2020-22—while the average Canadian […]

Juggling Dynamite - Peter Berezin, chief global investment strategist and director of research at BCA Research, joins BNN Bloomberg to provide an outlook for the markets. Here is a direct video link. 

Juggling Dynamite - At some point in every cycle, bullshit stops baffling brains, and blind faith is beaten into submission. Revelation is making some progress in a few areas; see “Investors See Big Losses From President’s Brand.” To wit: Shares of Trump Media & Technology Group, which operates the president’s Truth Social platform, have tumbled 75% since Trump’s inauguration. […]