When the Bubble Bursts: Surviving the Canadian Real Estate Crash 2nd Ed- June 2018; writing, golf - 46 years as investment professional, one day at a time
Edmonton
Joined September 2011
- Tweets48.8K
- Following8.1K
- Followers13.1K
- Likes7.3K
Hilliard MacBeth retweeted
Electric cars about to overtake petrol.
I always said EVs would take over by 2028.
It’s looking like we can bring that prediction forward, by at least 6 months.
On the current trends, it’s possible that we will see a month, where more EVs are sold than petrol by April 2027.
By October 2027, EVs will outsell petrol cars, every month, forever.
.
Hilliard MacBeth retweeted
Breaking: China’s CO2 emissions fell 3.1% in Q3 of 2026, the largest drop since 2022 Covid lockdowns. High oil prices and EVs pushed down oil demand, clean energy growth displaced coal power, steel and cement emissions fell, and coal-to-chemicals industry growth kept slowing.
Hilliard MacBeth retweeted
so stupid that every election is about gas prices while we have rendered cheap chinese electric cars illegal
Hilliard MacBeth retweeted
"In fact, there is not a single key technology behind the iPhone that has not been State-funded."
-Mariana Mazzucato
Hilliard MacBeth retweeted
“We don’t need to replace waste,” as I told @FT.
Electrifying doesn’t just change the fuel, it shrinks the amount of energy you need.
Our forthcoming paper finds the same useful energy with roughly half the primary energy.
I call it Electrofficiency.
ft.com/content/1a40a3af-933b…
Hilliard MacBeth retweeted
What they’re saying:
“Dunne has written a high-stakes thriller with enormous implications for the future of not only America's car industry but for America itself.
Car Wars draws you into the scene from the very first page."
—President, Ken Wilcox Shanghai Silicon Valley Bank (2011-2019)
Hilliard MacBeth retweeted
Just made an update from "my" Solar reality vs IEA graph for an upcoming book called "Power to the People". The difference is still going strong...
Hilliard MacBeth retweeted
The cost of housing comes mostly from land values, which are shaped by the work society does around it. It's fair for that value to be shared with the larger society that created it.
ALT Portrait of Peter Wills beside quote saying land value tax could be the market-oriented solution to housing affordability.
Hilliard MacBeth retweeted
📉 The 2023 rebound was a false bottom.
🇨🇦 MLS benchmark: $651,400, down 22.5% from the 2022 peak and the lowest since Feb 2021.
🔻 Ontario: −26.7% from peak. The typical home has lost ~$269K.
🔻 B.C.: −4.7% y/y, falling fast.
🔼 Quebec: hit record high in April.
🏔️Alberta: 3.6% off its peak.
🔮 My take for 2027:
No growth in ON or BC, and likely flat in QC and AB too.
My latest @globeandmail column 👇
---------------------
Provided by WOWA
Simply Know Your Options🔍
Hilliard MacBeth retweeted
Good morning with good news: The rise of EVs & collapse of ICE autos stuns in world's largest auto market!
China's ICE collapsed from 94.2% of September 2020 sales to 33% in 9/2026!
EVs skyrocketed from 5.8% of sales in 9/2020 to 67% in 9/2026.
Battery-only EVs were 47.3%.
Hilliard MacBeth retweeted
Fickling:
"Quite striking contrasting the sober, level-headed IEA projections of carbon-capture vs. reality (left) with the sober, level-headed IEA projections of solar vs reality (right)"
🌞🌞🌞
@AukeHoekstra @JessePeltan
Hilliard MacBeth retweeted
If Austrian economists produced a single book even one-third as intellectually rigorous as Hyman Minsky's Stabilizing an Unstable Economy, I might actually consider Austrian economics a serious school of thought rather than a fucking ideological support group for libertarians.
Hilliard MacBeth retweeted
The latest National mortgage arrears data released yesterday shows delinquent mortgage payments at a 12 year high and rising steadily.
This only includes the big banks, private lenders are most likely already at record highs for some time now.
This is far from over.
Hilliard MacBeth retweeted
Your 'moment of doom' for Nov. 1, 2026 ~ Sad
"instead of seeing the historic loss of polar ice as a climate change alarm bell, global governments and corporations saw it as a dinner bell for new shipping routes, resource extraction and power projection"
sfchronicle.com/opinion/open…
Hilliard MacBeth retweeted
The 🇨🇦 Crown attorney also appeared unprepared for @StanfordEnergy expert Mark Jacobson's refusal to accept that #CCS reduces carbon emissions. He seemed unaware of @mzjacobson's follow-the-molecules argument that CCS actually boosts net CO2 👇 bmj.com/content/392/bmj.r266…
Hilliard MacBeth retweeted
🇨🇦🇺🇸 The irony is remarkable.
After months of punishing Canadian aluminum with 50% tariffs, the U.S. aluminum industry is now calling for a coordinated North American tariff strategy.
Perhaps we’re finally recognizing what should have been obvious all along.
North America is an integrated manufacturing economy, not three competing islands.
Canada supplies the aluminum, the U.S. provides enormous manufacturing capacity, and Mexico is a critical part of our industrial supply chains.
We should be working together to address unfairly subsidized global production, not taxing each other’s industries into submission.
But harmonization cannot simply mean Canada and Mexico adopting American tariffs while Washington maintains its own barriers.
Free trade within North America. Coordinated enforcement against unfair trade outside it.
That’s how you build a competitive continental economy.
CUSMA should be the vehicle for cooperation, not another casualty of a pointless tariff war.
🌎 Stop fighting ourselves. Start competing together.
bloomberg.com/news/articles/…
#CUSMA #USMCA #Trade #Aluminum #Tariffs
