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CM.TO/RY.TO: The Big Banks Finally Acknowledge That We’ve Entered Phase 1 of Phase 1

May 24th, 2018

“So the original 10% was related to what we thought or anticipated the B-20 impact would be. So that was on that part of the business. When we take a look at the second half ,we continue to see that there will be origination...

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Canadian Housing: Reflexivity Cuts Both Ways, Negative Feedback Loops Have Started to Emerge

March 29th, 2018

We hope you will consider this report for your weekend reading list. Over the past few weeks we surveyed more than 300 real estate agents in Canada. The attached presentation outlines the feedback we received from those agents...

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CM.TO/RY.TO: “You Come at the King(s), You Best Not Miss”; The Credit Cycle is Here - Time to get Short

November 28th, 2017

The gravity of this statement from The Wire’s Omar Little is not lost on us. Time and time again in the two and half years that we have been following the Canadian housing market investors have suggested to...

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