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Why are homes so expensive in Canada?
Source: Wall Street Silver, The Economist
BofA's Fund Manager survey shows the mag7 is still the most crowded trade.
Source: BofA
Container transportation costs have indeed doubled over the past 6 weeks but it is important to see the full picture. Relative to the pandemic peaks, transportation prices are still 75% lower...
Source: Bastion notes, Oxford Economics
The silent bullmarket...
Global mutual funds' active weighting of Japanese stocks has not risen in the past six months. Source: TME, Factse
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