The central bank tightening and interest rate hikes that we saw last year will come to an end in the first quarter of 2023 as inflation gets under control. This will ultimately lead to a recession but my sense is that it will be more… Read More
All posts tagged “happy new year”
My predictions for 2022
As promised, below is a list of some of my predictions for this coming year. I have tried to be both punchier and more precise in my prognostications; because, well, obvious predictions are boring and precision will allow me to better evaluate my thinking at… Read More
My 2021 predictions
Life will feel a lot more normal by spring/summer (Q2). By this time, the various vaccines should be broadly available (at least in the developed world). This is something that never happened during the Spanish Flu. From what I have read, the Spanish Flu lasted… Read More
The case for speculative asset bubbles (and happy new year)
This is an interesting perspective. It is from Fred Wilson’s annual what-happened-this-past-year post: But here is the thing about speculative frenzies – they are generally directionally correct but off in their order of magnitude. And they finance the trend that they are directionally correct about.… Read More
The re-allocation of capital (and predictions for this decade)
I have stayed at two hotels over the last month where I did not need to interact with a human as part of the check in process. And in one of those two instances I didn’t even need to interact with a computer at the… Read More
The emotional journey of creating anything great
Welcome to 2017. (We better have flying cars by 2020 or I’m going to be pissed.) I found the following chart on Howard Lindzon’s blog. It’s called “The Emotional Journey Of Creating Anything Great" and it’s getting shared around town right now. I’m sure that… Read More
Our urban history in 50 buildings
At the time of writing this post, it’s still 2015 – at least here in Toronto. But by the time you (subscribers) get this post in your inbox, it will be 2016. So happy new year! I am thrilled about getting this year started and… Read More
Measuring urban form
Last night the Toronto Transit Commission offered free service starting at 7pm. This is typical of Toronto on New Year’s Eve, as it is with many other cities. I think it’s great thing to do and I love seeing so many people taking transit to… Read More