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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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CTC: We’ve Seen This Story Before and It Doesn’t End Well, Time to Get Short

October 9th, 2017

“We’re focused on growth in e-commerce….I don’t think enough companies worry about obsolescence. We think about it all the time.” Kevan Gorrie, CEO Pure Industrial REIT 2/9/17 (Canada...

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WWE

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$65

XOXO

LONG

$37

RLGY

PAIR TRADE

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RDFN

PAIR TRADE

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AYI

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ARC

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$5.50

BCO

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ING.PA

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TRUP

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RY

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CM

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CTC

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$101

ATGE

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HCG.TO

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RON.TO

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BIG

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ESI

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BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

PAIR - LONG BGG/SHORT TTC

25%

Z

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NA.TO

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ZU

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TRLA

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MCRS

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APOL

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OPEN

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KNL

PAIR - LONG KNL/SHORT MLHR

25%

CSGP

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$100

GCA

LONG

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IPSU

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MLHR

SHORT

$22

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

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$35

WPO

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COCO

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HNI

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