11 Comments

This is the best information to describe why prices have remained elevated. Unbelievable!

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Definitely not unbelievable - banks don't really want foreclosed properties. They want interest and principal on their loans. People want the home they bought, so they are mutually benefitting at this point in time.

We will see if kicking the can down the road is the right decision - I personally don't think so, but have a buddy who has kicked the can down the road for 25 years and rented that entire time. He will be 50 this year with almost no assets to show for 25 years of hard work. :(

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Guy who spent 25 years not saving has nothing to show for it. Shocking.

Had the same person bought a house 25 years ago, do you not think he would be up to his eyeballs in HELOC and second mortgage debt to finance the same lifestyle?

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Like trying to fight a war and not take casualties... now the banks are undermining everything the central bank is trying to do because nobody wants to take the pain. Justin will get out just in time and it will be Pierre's fault (remember the state of the US when Obama took office the first time around)

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It's kinda crazy when you think of it that way, if no one wants the pain, where will it go? How does it just disappear?

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Sounds harsh to say this but taking the pain should have been back at the start of covid and the money printing. I've never agreed with bailouts of any form as I learned many years ago in Economics 101: "the market" is intersection of the supply and demand curves - under a free market. Anytime either curve is artificially manipulated (i.e. minimum wage, rent caps, printing money), there will be unintended consequences. When the money printing started, I wonder who in the government asked what the plan was for the forthcoming inflation crisis?

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No one asked that question and there was no plans. They just did it.

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Always super informative content from Steve, love the open minded, objective analysis. Its quite transparent in your writing and my recent discovery - The Looney Hour 👍 been tuning in 🫡

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I've been developing weekly stats for TO and surrounding areas for my reps, also watching bond yields, etc. Great information and insight. Thanks!

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That was a great write up. The market may not even fall too much more in price. You may have a sideways market for years with low inventory and depressed sales. The cities need to create a lot more rental housing and I think leaders need to look more into what David Eby is doing.

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Thank you for the thoughtful analysis, Steve!

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