Real estate. Investing. Automobiles.

Every Saturday Morning

I spent Tuesday evening scrolling through Bring a Trailer auction results while half-watching a documentary about Tokyo’s real estate market in the 90s. Two completely different worlds and yet the same pattern kept showing up: the assets that hold their value are the ones that were never built for everyone.

Exclusivity isn’t a marketing trick. It’s a structural advantage. More on that below.


While everyone watches Vancouver and Toronto correct, Calgary’s inner-city communities are posting 8-12% year-over-year gains with inventory sitting at historic lows. The thesis is simple: energy sector confidence, inter-provincial and national migration, and a price point that still makes sense…

[Full analysis in the newsletter →]


Everyone’s chasing AI stocks. Meanwhile, Canadian pipeline companies are yielding 6-7% with 20-year contracts backing every dollar. Sometimes the best investment thesis is the one nobody’s posting about…

[Full analysis in the newsletter →]


Porsche built 2,500 Dakars during its production run from 2023-2024. They’re already trading 30% above MSRP. This isn’t speculation; t’s the same scarcity principle that drives real estate in supply-constrained markets…

[Full analysis in the newsletter →]


The assets that compound aren’t always the ones on a screen. Sometimes it’s the knowledge you chose to acquire on a quiet Tuesday evening. That compounds too.