QUBE COMMENTARY
The Qube Semi-Annual Commentaries are published January and July. They contain insights on the current financial environment, our investing philosophy, and the companies that pique our interest.
Get notified when the next Commentary is released!
Often, we find ourselves in conversations (some lasting nearly two decades) about this housing bubble in Canada. But if we all believe there is a bubble, and that it will inevitably pop, then why do people keep buying into real estate? Surely our belief in this bubble creates a self-fulfilling prophecy. By trying to exit before the crash, we become the crash, like lemmings to a cliff.
Qube Commentary (Q4)
9 January 2022
Abracadabra
If rolling dice is gambling, can we argue that using relative ratios (like P/E) to determine our investment decisions is the same? Let us usher in 2022 with the goal of proving that there is more to investing than luck and hocus-pocus. It is truly a craft, masoned by a small group of professionals- including us at Qube.
Are we experiencing a return to high inflation, or simply the forces of supply and demand economics in action?
QUBE COMMENTARY
The Qube Semi-Annual Commentaries are published January and July. They contain insights on the current financial environment, our investing philosophy, and the companies that pique our interest.
Get notified when the next Commentary is released!
Often, we find ourselves in conversations (some lasting nearly two decades) about this housing bubble in Canada. But if we all believe there is a bubble, and that it will inevitably pop, then why do people keep buying into real estate? Surely our belief in this bubble creates a self-fulfilling prophecy. By trying to exit before the crash, we become the crash, like lemmings to a cliff.
Qube Commentary (Q4)
9 January 2022
Abracadabra
If rolling dice is gambling, can we argue that using relative ratios (like P/E) to determine our investment decisions is the same? Let us usher in 2022 with the goal of proving that there is more to investing than luck and hocus-pocus. It is truly a craft, masoned by a small group of professionals- including us at Qube.
Are we experiencing a return to high inflation, or simply the forces of supply and demand economics in action?