Hockey Stick Data

Jun 15, 2021 |Mark Ryan
It’s Friday Are you Saying I’m Fat? Today, a timely report on inflation, which, like a big, over-yeasty cinnamon fritter, plays an outsized roll (get it?) on markets. The gooey centre of the debate is whether or not the expansion is a sticky problem....
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The new blood diamonds

Jun 07, 2021 |Mark Ryan
Transplants. As the chart below shows, today China dominates global inputs for solar panel production. What the chart doesn’t show that their industry takeover, less than a decade in the making, was built in a region dominated by what several countries...
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Bob's Steak and Chainsaw Hut

Jun 02, 2021 |Mark Ryan
It takes a bit of a leathery soul to scratch out a living in the BC interior. I’ve cashed a pay cheque for a businessman whose employee, the payee, used a shoulder tattoo as ID. I had a toothless 85 year-old fishing client whose half-rotten boat was held...
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Who shot JR ?

May 25, 2021 |Mark Ryan
Love and Money: Near the climax of the most recent BBC production of Les Miserables, naive young Cosette tries to sneak out to rendezvous with her earnest lover Marius. But just then the street battle between the rebels and the French army is on, and...
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Not that 70's show

May 17, 2021 |Mark Ryan
Good afternoon, Good-ish news on the Coronavirus front: This past week we made good progress in Canada, with our 7-day average rate of new daily infections ticking down to 6700 versus the 7800 a week before. There were encouraging and relatively strong...
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COVID Kryptonite Correlation Coefficient

May 10, 2021 |Mark Ryan
COVID, Kleenex, and Coal. With titles like “Mines over Matter” and the “RBC Mining COVID-19 Tracker” our Capital Markets team keeps track of the pandemic’s potential to hinder exports. Nations who find themselves on the wrong end of a sort of “average...
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Bleachy Keen

May 03, 2021 |Mark Ryan
Remember a year ago, when bleach-based cleaning products were more precious than, ah, toilet paper? Right. So what do you get when…? Every bleach product in the world gets bought up in the early days of a pandemic, and; About 1/3 of the world sits on...
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No Don't

Apr 27, 2021 |Mark Ryan
A Non-celebratory Anniversary: He was born one hundred and fifty-one years ago today, on April 23, 1870, to a solid middle-class family. His father, a liberal-minded educator, was not aristocratic, but kept life pleasant enough for Vladimir Ilyich Ulyanovis...
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Oblong Unspendable Nickels

Apr 20, 2021 |Mark Ryan
Forever wishing he was fishing, an urban teen could wade the creeks of Burnaby, angling for mischief and trout. For me, the once pristine city streams were the fascinating wrong-end of demographic flow. Trickling past concrete pillars holding millions...
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The Actor Class

Apr 15, 2021 |Mark Ryan
On TV the other night, the male lead, played by a beefy-looking Russian, was portraying a rugged outdoorsman. He was believable enough until he had to split a few pieces of firewood for his damsel -- and then the fourth wall sort of just fell on him....
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