Current Observations and Thoughts on the Economy
  
Building a Beta Portfolio
Quarterly Economic Forecast TD Economics
With a lot of companies laying off employees (such as Opendoor and Redfin), it's likely that both the US and Canada are heading toward a stagflation (higher unemployment and high inflation),
Attached is a report from Bridgewater Associates, explaining why they drew this conclusion and how to build a balanced portfolio in an environment like this.
The most recent report from TD Economics is also attached, showing you their reasoning on why the commercial real estate will continue to perform strongly for investors (which is what I have been advocating since COVID)
Courtesy of Bridgewater Associates & TD Economics
Happy Canada Day!
Wishing you a happy and safe Canada Day!
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Renter Nation: Blackstone's Secret Strategy Exposed
Homeownership is dying, and the US is becoming a renter nation. In this video, I am analyzing one of the reasons, that is institutional home buyers, and revealing a secret strategy used by Blackstone.
It's a brilliant business idea in nature, although not so great from an ESG perspective.
Check it out here and leave your thoughts in the comments.
Home Renovation Tax Credits in Canada for 2022
Accountants, Seniors (65+) & Multigenerational Home Owners/Buyers:
This is so far the best article I found on the Home Accessibility Tax Credit & Multi Generational Home Renovation Tax Credit
Click here to read it, so you can claim the right credits
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