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🍁Canada’s Likely Outcome: Japanization, but with a Sharper Housing Reckoning
AI-powered research testing economic history, debt cycles, monetary policy, demographics, real estate, and emerging technologies through the Economic…
Jul 22
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"The Economic LongWave"
4
1
June 2026
🌊Jeremy Grantham’s Warning Is Not About AI. It Is About the End of Autumn.
🫧The crash is already here — not because technology has failed, but because the financial system has overcapitalized the future again.
Jun 26
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"The Economic LongWave"
4
🍁 Canada's Last Strong Housing Market Just Blinked.
The annual number still looks great. The three-month number already turned. The gap between them is the whole story.
Jun 19
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"The Economic LongWave"
1
Weekly Credit-Stress Radar
Overall Signal: 🟡 YELLOW (Stable but Watching Rates)
Jun 13
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"The Economic LongWave"
3
🍁Canada’s Twin Bubble: Stocks and Housing Are Both Priced for a Reality That No Longer Exists
🫧Canada’s financial economy has grown far larger than its productive economy — and both stocks and housing are now priced for a reality the country no…
Jun 11
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"The Economic LongWave"
1
🍂 The Economic Season Model — June 2026
🌊 The Story This Chart Tells — Three Countries, One Book
Jun 4
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"The Economic LongWave"
4
❄️ Economic Winter Dashboard Update
Global Economy & Canada: Late Autumn 🍂 or Moving Into Winter ❄️?
Jun 3
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"The Economic LongWave"
3
May 2026
🌊Why the Next Economic Winter Won’t Surprise Anyone Who Understands the Cycles
💰From Schumpeter’s innovation engine to the Kuznets real estate rhythm, here’s the full map of booms, busts, and the unstoppable rhythm of capitalism.
May 18
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"The Economic LongWave"
5
1
🍁Canada’s Housing Market Has Split Since the 2022 Peak
🚨The chart tells a very important story.
May 15
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"The Economic LongWave"
4
🚨The Stock Market Is Priced for Perfection. History Says Be Careful.
A major valuation measure from Hussman Strategic Advisors shows U.S. equities trading near the most extreme levels in modern history. This is not a…
May 8
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"The Economic LongWave"
1
Introducing The Economic Seasons Model
A simpler way to understand the Economic LongWave, protect capital, and prepare for the next season of opportunity.
May 7
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"The Economic LongWave"
2
🚨OSFI Just Confirmed Canada’s Fault Lines
🍁The regulator is not calling for a crash, but its 2026–2027 risk outlook points directly to the stresses we have been warning about:
May 6
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"The Economic LongWave"
1
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