ESR Group (1821 HK): Consortium’s Expansion Talks Suggest Progress
The probability of an offer remains high, and the latest Bloomberg reports suggest progress towards a binding proposal. Our best guess is that an...
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Primer: Brookfield (BN CN) - Sep 2025
Brookfield Corporation is a leading global alternative asset manager with over US$1 trillion in assets under management, focusing on real...
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Building News Wrap
The housing market picks up from slow start to the year (REINZ, Feb.): National sales up +22.2% seasonally adjusted month-on-month (previously...
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Remain Risk-On With Market Dynamics Improving; 6+ Month Base Breakouts for MSCI ACWI Ex-US and EAFE
Remain Risk-On With Market Dynamics Improving; 6+ Month Base Breakouts for MSCI $ACWI ex-US and $EAFE; U.S. Dollar $DXY and 10-Year Yields $TNX...
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Portfolio Update: October 2024
I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...
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