Brandon_D

[Brandon_D @Brandon_D2]

@AahanPrometheus You’re going to see rising real estate prices and interest rates at the same time, just like in the 70s.

[Brandon_D @Brandon_D2]

@TheELongWave Canada’s big banks are well diversified across the globe and can easily cover loan loss provisions. Also, Canadians in general would rather sell their first born over missing a mortgage payment. Agreed, debt overhang will slow the economy, but borrowers can handle 5% rates.

[Brandon_D @Brandon_D2]

@danielfoch @JonFlynnREstats Agreed, most of the price move is over

[Brandon_D @Brandon_D2]

@RLPrietoMD @ThierryBorgeat Capped yields and rising inflation is the trick (negative real rates). Yields rise once the debt/GDP ratio becomes reasonable again.

[Brandon_D @Brandon_D2]

@Alan_Couzens Two hours of easy cycling every day!?!?! Good lawd... I struggle to get 3 hours per week!

[Brandon_D @Brandon_D2]

@telegram I’d like to use your app, but can’t receive a sms text to validate my account at install. I believe Roger’s Canada is blocking texts from unknown international senders. Is there a work around?

[Brandon_D @Brandon_D2]

@KobeissiLetter Is inflation back? It never truly left—we never sustainably reached the Fed’s 2% target. Inflation is a rolling process: deglobalization, war, pandemics, massive public debt, and the Ai buildout are creating an inflationary sea change that could unfold over the next decade or two

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US March PPI inflation rises to 4.0%, its highest since February 2023.

Core PPI inflation was unchanged, at 3.8%, also the highest since February 2023.

We are now officially seeing inflation metrics in the US that are at 4% or higher.

Inflation is back.

[Heather Exner-Pirot @ExnerPirot]

The electricity abundance and affordability that Canada has enjoyed for decades are ending. Generation is down, exports are now imports, and investment is flat. Canada’s impending electricity shortage is not just an affordability
crisis; it is an economic and security one as well.
Pleased to launch this paper at @ippsaconference today /1
https://t.co/liLbdD3SWM

[Brandon_D @Brandon_D2]

@rob_siglio Price bottom in Rob?

[Brandon_D @Brandon_D2]

@MPelletierCIO The USA may only need to create 12 k jobs per year without effecting unemployment much given immigration is effectively zero. According to @biancoresearch (I think?)

[Brandon_D @Brandon_D2]

@AahanPrometheus I built a similar portfolio myself using the basics I learned in @MebFaber and @alphaarchitect books (Ivey Portfolio and DIY investing). It’s nice to see another take on trend following. Thx for sharing!

[Brandon_D @Brandon_D2]

@JonFlynnREstats My god, then down at least 40% in real terms in Hamilton. 🤯

[Brandon_D @Brandon_D2]

@DrJStrategy Here’s their logic: Odds are a trade deal will be made. Threat of economic disaster is overblown. So growth more likely than a recession. Rate Hikes are back in play. Not saying that’s how it will play out, but that’s how the big banks see it. They could be right.

[Brandon_D @Brandon_D2]

@TMTLongShort What are your thoughts Re: USMCA renegotiation?

[Brandon_D @Brandon_D2]

@danielfoch Property rights are a fundamental core component of capitalism? I don’t like the concept of “leasing” my property from the indigenous community.

[Brandon_D @Brandon_D2]

@Barchart @grok why is this happening?

[Brandon_D @Brandon_D2]

@MarioNawfal @ErikSTownsend

[Brandon_D @Brandon_D2]

@Dallas_Brodie Well said.