CDNHousingMarket

[CDNHousingMarket @MarketCdn]

@KirkLubimov @BenRabidoux

[CDNHousingMarket @MarketCdn]

@KirkLubimov @BenRabidoux Your hateful Islamophobic comments is what's causing this.
https://t.co/boRGF8yRUo

[Baha Alsharif @BahaAlsharifToR]

Some builders are already capturing the HST rebate themselves. For example, at Great Gulf’s Milton Village project, sales were paused after the announcement, then relaunched as a “new release” with price increases $100K+ for the same units. HST rebate was added /1

[CDNHousingMarket @MarketCdn]

@CGEyesYedOpen @BahaAlsharifToR

[Baha Alsharif @BahaAlsharifToR]

So we have the budget for that now—but is traffic really that bad since he called people back to the office? 🙄

[Robert Marsiglio @rob_siglio]

I guess GTA home owners were just waiting for the Easter Bunny to stop by before listing. 🐰

Biggest week-over-week jump in active listings we have seen to date...

(still more than 3k shy of 2025, though)

[John Pasalis @JohnPasalis]

Rents are crashing in 🇨🇦

That’s what happens when population growth goes from 1.2M people/yr to zero!

[Baha Alsharif @BahaAlsharifToR]

Every time oil prices surged 50% above trend, it triggered a recession.

This indicator predicted 6 out of 6 recessions… a 100% success rate.

We just triggered that threshold again.

[Baha Alsharif @BahaAlsharifToR]

Insane

[CDNHousingMarket @MarketCdn]

@DeFiTracer @grok summary please

[CDNHousingMarket @MarketCdn]

@DefiWimar @grok summary of this post

[Wimar.X @DefiWimar]

🚨 THIS IS HOW A REAL BLACK SWAN STARTS!

What people were warning about has now happened.

Israel and the US have launched strikes on Iran.

And if you think this is just another headline that markets will ignore

YOU ARE COMPLETELY WRONG.

This setup is VERY different from the last symbolic strikes.

This is not a one-off hit.
This is the kind of operation that can last for days, and Reuters reported the US military had already been preparing for a sustained, weeks-long operation against Iran.

That one fact explains a lot.

Because when a conflict stops being a headline and turns into a multi-day operation, the market stops pricing “shock” and starts pricing DURATION.

And duration is where the real damage starts.

There are only a few ways this goes from here, and they are NOT equal.

- LIGHT SHOCK: both sides exchange strikes, both claim victory, and markets slowly stabilize after the first panic.
- HEAVIER SCENARIO: the US gets pulled deeper, the operation drags on, and uncertainty starts hitting oil, shipping, inflation, and military spending all at once.
- WORST CASE: Iran disrupts the Strait of Hormuz, and the whole macro picture changes in hours.

That last one is the REAL danger.

About a fifth of global oil supply moves through the Strait of Hormuz, and Reuters has repeatedly flagged that any disruption there can push oil sharply higher.

Now connect the dots.

- If oil spikes, inflation risk comes back FAST.
- If inflation risk comes back, yields can jump.
- If yields jump, liquidity gets low.
And when liquidity gets low, risk gets DUMPED.

That is how the dominoes start falling.

And the market is already nervous.

Reuters reported Brent had already pushed to its highest since late July before the latest escalation, while tanker costs on Middle East routes hit six-year highs as war risk grew.

That is NOT normal.

That is the market telling you the risk premium is already building before the full chain reaction even hits.

So the point is simple.

This can still end as a short shock.

But if it stretches, or if Hormuz gets hit, it becomes a completely different market.

Not a dip.
Not a fake panic.

A REAL regime shift in oil, inflation, and risk.

That is why you have to be ready for different paths, not just the one you hope for.

And yes, moments like this can create OPPORTUNITY.

But first they create CHAOS.

I've studied macro for 10 years and I called almost every major market top, including the October BTC ATH.

Follow and turn notifications on.

I'll post the warning BEFORE it hits the headlines.

[CDNHousingMarket @MarketCdn]

@jack @blocks @grok summarize this post for me

[CDNHousingMarket @MarketCdn]

@DavidColetto @beheshtialex No, only for FTHB to give them a chance to own, otherwise builders will just raise the prices from investors demand and they will just eat that HST cut ...

[CDNHousingMarket @MarketCdn]

@PracticalIF "Bitdeer plans share offering to holders of convertible notes"

https://t.co/dP7rHiIMqk

[CDNHousingMarket @MarketCdn]

@PracticalIF

[Baha Alsharif @BahaAlsharifToR]

The avg price of a GTA home has returned to 2021 levels and there more market weakness ahead: TRREB
Sales for January fell 19.3% YOY. The average selling price dropped 6.5% to $973,289, falling below the $1 million mark for the first time since Jan 2021.

https://t.co/74h425EPUA

[Baha Alsharif @BahaAlsharifToR]

Rental starts in the GTHA rose 42% in 2025 from 2024, hitting an annual high last seen in the 1970s, while rental buildings under construction were up 77% compared with five years ago, according to Urbanation. Meanwhile, 6,379 rental units were completed in 2025 — a 40-year high.

[CDNHousingMarket @MarketCdn]

@PracticalIF