

Danielle Park
12.7K posts

@kdaniellepark
Financial Analyst, Portfolio Manager, President of Venable Park Investment Counsel Inc., attorney, author, speaker, blogger, https://t.co/zEn0n1WFMk








A few home builders today told me that the GST/HST removal makes it a lot more compelling for them to rent out their unsold inventory. 30k+ closings in 2026 and near-record unsold inventory… it’s not hard to guess the primary objective of this policy. Bearish for rents









A headline like this was unthinkable a few yrs ago. One thing that drives homeowner insolvency in credit cycles is when "walking away" loses social stigma. This is a notable sign post--> Why it could be the right time to walk away from your real estate financialpost.com/personal-finan…

5 minutes before Trump’s announcement: * $1.5B notional worth of S&P500 (ES) futures are bought in a single clip. * $192M notional of oil futures (CL) sold. More than 4x-6x any other trade size during the market close. Insiders profited from his lies in broad daylight!

