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Jun 26 β€’ 11 tweets β€’ 4 min read β€’ Read on X
Toronto Housing vs Gold: The Shocking Truth 🧡

πŸ πŸ’° THREAD:

I analyzed 20 years of CREA MLS data and what I found will blow your mind...

Toronto home prices in GOLD reveal the biggest monetary illusion of our time. Image
The Numbers:πŸ“Š 2005: $335k = 558 oz of gold

πŸ“Š 2022 PEAK: $1.27M = 267 oz of gold

πŸ“Š 2025: $1M = 217 oz of gold

That's a 61% COLLAPSE in real purchasing power!
🀯

Toronto Real Estate Prices in Gold πŸ‘‡ Image
Wait, but didn't home prices TRIPLE?

Yes, in Canadian dollars:

2005: $335k CAD

2022 Peak: $1.27M CAD (+279%!)

2025: $1M CAD (+199%)

But here's the monetary earthquake... πŸ’Έ Image
Gold revealed the REAL story:

2005: $600 CAD/oz

2022: $4,755 CAD/oz

2025: $4,613 CAD/oz (+668%!)

Gold didn't "go up" - the Canadian dollar collapsed through massive credit expansion! πŸ“‰

The Bank of Canada inflated M2 money supply by ~300% since 2005! 🏦 Image
The 2022 peak was peak delusion 🎒

At $1.27M, that house was "worth" only 267 oz of gold - ALREADY a 52% real decline from 2005!

Today at $1M, it's down 61% in real terms.

The "wealth" was always a monetary mirage! 🏜️ Image
Even MORE shocking:

A $335k house that cost 558 oz of gold in 2005 now costs only 217 oz at $1M.

Homeowners lost over HALF their purchasing power even during the biggest "boom" in history! πŸ“‰

The nominal gains masked devastating real losses. Image
This is textbook Kondratieff Wave economics 🌊

We witnessed the final phase of the 4th wave's credit super-cycle:

2005-2015: Credit expansion phase

2016-2022: Mania/blow-off top

2022-now: Early winter/deflation begins

Real estate bubbles ALWAYS precede Kondratieff winters ❄️
The socioeconomic forces were powerful πŸ‘₯

Social media amplified FOMO and wealth signaling

Ultra-low rates made speculation feel "safe"

Immigration created artificial scarcity narrative

Financial illiteracy masked currency debasement

But it was ALL built on credit expansion, not real wealth creation! πŸ’Έ
The brutal mathematical truth:

$335k β†’ $1M looks like incredible wealth creation (+199%)

558oz β†’ 217oz reveals devastating purchasing power destruction (-61%)

Even the "peak" at $1.27M meant you'd already lost 52% of your real wealth! πŸ“Š Image
What's next in Kondratieff winter? ❄️

Continued credit contraction

Asset prices deflating toward sound money values

The great repricing back to real fundamentals

Currency debasement chickens coming home to roost

Gold holders understood monetary history.

Paper asset holders got schooled. πŸ“š
The greatest "real estate boom" in Canadian history was actually a 61% wealth destruction event when measured in honest money (#Gold).

$1M homes that used to cost 558oz now cost 217oz.

The gains were pure monetary illusion.

Currency debasement β‰  wealth creation. Image

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More from @TheELongWave

Jun 9
Thread 1/15 🧡

The Great Canadian Reset is coming.

Three of history's most powerful economic cycles are converging on our $2.6 trillion housing market. This isn't just another correctionβ€”it's a complete system rewrite.

Here's what you need to know πŸ‘‡ Image
2/15 πŸ“Š
Ray Dalio's new "Big Debt Cycle" study reads like a roadmap for Canada today.

We're 80 years into a debt supercycle that always ends the same way: with a massive deleveraging.

Our household debt is 180% of our income.

We're in the danger zone. Image
3/15 ⚠️

The Big Debt Cycle has five stages:

🟒 Sound Money (1940s-70s)
🟑 Debt Bubble (1980s-2020s) ← We are here
πŸ”΄ The Pop (Now?)
🟠 Deleveraging (Coming)
🟒 Recovery (2030s?)
Canada's housing market is the bubble vehicle. Image
Read 16 tweets
May 23
Will Canada have a Sovereign Debt Crisis Reality Check

1/8 🧡

This chart shows what a sovereign debt crisis looks like πŸ“Š

Greece's borrowing costs went from 3.5% β†’ 65% in just 2.5 years πŸ“ˆπŸ’₯

Yet many Canadians think "it can't happen here"...
Why? πŸ€” Image
2/8

When investors lose confidence, it happens FAST ⚑
Look at that yellow line πŸ‘†

Greece essentially got locked out of borrowing markets. At 65% interest rates, you can't afford to borrow anymore πŸš«πŸ’°

It's like having your credit cards maxed out at loan shark rates πŸ’³
3/8Meanwhile, Canada (blue line) stayed calm during the same period πŸ‡¨πŸ‡¦

This is exactly why Canadians think we're "different" and "special" ✨

But here's the thing... Greece thought they were special too πŸ‡¬πŸ‡·
Read 8 tweets

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