Ryan Sims insights, thoughts, and analysis

Tag: china

  • Twinkle Twinkle Little Star

    Do you know what tariffs are? I have never had so many conversations about tariffs in my life. All. Damn. Day. Tariff here, tariff there. It seems that Canadians are all clutching their pearls at the latest tariff announcement from DJT. We all knew this would happen, we all saw the campaign, we all lived…

  • CC

    After the week that was, I think we can all agree that a drink would be in order. For all you know, I am enjoying some CC while I type this. Somehow we all got through the week, but not without a little volatility. Let’s break down where we go from here. Now, I will…

  • Taking the Easy(ing) way out.

    It has become quite apparent over the last couple of weeks that the days of interest rate cuts have started. Uncle Tiff was first to the party in June of this year with 25 bps, followed by another 25 bps in both July and September. Jerome Powell and Co. brought a gun to a knife…

  • Gradually, Then Suddenly.

    Ernest Hemingway had a famous quote: How did you go bankrupt? Two ways: Gradually, then suddenly. If that doesn’t describe real estate right now, then nothing will. Deep down we all knew something was wrong. You could feel it in your bones. You couldn’t exactly place your finger on it, but you just knew something wasn’t right. Of course, there are people…