Dean trimble Wealth Advisor

[Dean trimble Wealth Advisor @DeanTrimble]

@JohnLeePettim13 @RodAVanier Nieve.

[Le Shrub🌳 @agnostoxxx]

Quite a few people got wiped out lately and a lot more remain in denial.

A few pointers for survival:

No FOMO, no leverage, keep cash on the side, don’t be Stupid and remember to Give Thanks.

Good luck out there
🥹🙏🌳

[Ryan Gerritsen🇨🇦🇳🇱 @ryangerritsen]

This is an excellent commentary by Stephen LeDrew regarding Carney.

“When it’s talking about getting serious work done, I think we may have a Prime Minister who doesn’t know politics, who thinks he’s running a bank, who has given all kinds of benefits to certain friends…he doesn’t have the character necessary to be a successful Prime Minister to lead this country out of the malaise that it’s been in since 2015”

[Peter Menzies @Pagmenzies]

Amazing how easy it is to point out just how stupid, destructive and potentially disastrous Doug Ford’s approach to the US is

[Ryan Gerritsen🇨🇦🇳🇱 @ryangerritsen]

“The path to affordability is electrification”

We have a Euro globalist madman running Canada in the body of an unassuming small frail man.

So let me get this straight, Only when we are all electric is when Canada will finally become affordable. This is a salesman, a shyster, selling you a magical life that will never come.

[Steve Saretsky @SteveSaretsky]

Canada is winning the currency debasement race. @RichardDias_CFA

[Cube 2.0 @cubedpermian]

Love the pod and the guys. I just find it so on point that Goehring and Rozencwajg natty bull podcast drops and then natty implodes to the downside 10% in two days

[Gad Saad @GadSaad]

Indeed.

[RMC86 @RMC19861987]

Richard Masson, former CEO of the Alberta Petroleum Marketing Commission, explains why the Smith-Ford Northern Shield pipeline is DOA.
1⃣ Industry CEOs are giving this zero attention. It won't make it out of the feasibility stage due to the enormous cost, risks & approval process.
2⃣ If the catalyst is the threat to Line 5, which goes through the 🇺🇸, shipping oil by rail to Sarnia is much more feasible.
3⃣ A branch to a part-time, ice-bound port in Hudson’s Bay isn’t possible. Pipeline oil must flow without interruption & can’t be shut off in the winter.
🛢️I’m glad that oil pipelines are in the national conversation but let’s be realistic. We’re making the best out of a Liberal regulatory, taxation & approval environment that repels business capital.

[Dean trimble Wealth Advisor @DeanTrimble]

@MarcNixon24 Moron.

[Aaron Gunn @AaronGunn]

This latest Liberal announcement to bail out billionaire condo developers in Vancouver with taxpayer money is crazy.

Buying up thousands of empty condos at above-market prices just to save developers from having to lower prices and sell at a loss.

This is crony capitalism at its worst.

It also doesn’t actually create any new housing units.

The condos were already built.

All it does is keep Vancouver’s real estate artificially inflated, instead of allowing prices to moderate as the market would otherwise demand.

It screws over young Canadians and those trying to enter the housing market while lining the pockets of those who’ve already made BILLIONS over the past few years.

But hey - it’s a great deal for all those Vancouver developers who threw fancy fundraisers for Carney and Trudeau!

[Edward Dowd @DowdEdward]

Nick’s thesis on Private Equity & Private Credit. A read not for the faint of heart.

[Dean trimble Wealth Advisor @DeanTrimble]

Canada is not in a recession https://t.co/6bUudFPTSU

[The Food Professor @FoodProfessor]

So let me get this straight...

Canada is in a recession—the only G7 country currently in one. Unemployment is up. Inflation is rising. Food insecurity is at a record high.

Yet the highest proportion of Canadians since 2017 now say the country is on the right track.

That's either a remarkable display of optimism—or a sign that many Canadians aren't getting the full economic story from the news they consume.

[Shane Wenzel @ShaneWenzel]

Look, I’ve been reading some of these hot takes about Danielle Smith and the whole "separatist fire" narrative, and honestly? It’s a bit rich. People like @kinsellawarren in their ivory towers love to talk about "dangerous rhetoric," but out here in the real world, where we’re actually building things, creating jobs, and trying to keep the lights on, it looks a lot different.

Calling this a "fire" implies something accidental or that Smith is just out there with a match for the fun of it. That’s just not true. If there’s heat, it’s because the federal government has been turning up the temperature on Alberta for years. When you keep squeezing the province that’s supposed to be the engine of the country, don’t act surprised when people start looking for the emergency exit.

And let’s talk about this obsession with labelling everything "radical." Since when is giving people a voice a bad thing? Whether you’re talking about the Alberta Sovereignty Act or simply pushing back on federal overreach, it’s not about burning the house down. It’s about standing up for the people who pay the bills. If you’re a builder, you know that when the foundation is cracked, you fix it; you don’t just pretend the house is fine because you don’t like the sound of the drilling.

The media likes to paint this as some fringe movement, but you talk to everyday folks at the job site or the grocery store, and they’re tired of being ignored. Smith isn’t creating these feelings; she’s just not afraid to acknowledge them. That’s what leadership looks like to a lot of us. It’s not about separation for the sake of it; it’s about making sure Alberta doesn't get left holding the bag while Ottawa keeps moving the goalposts.

At the end of the day, we just want a fair shake. Stop the fear-mongering, stop the condescending lectures from Down East, and start respecting the fact that Albertans are smart enough to decide their own future. That’s the real conversation we should be having.

[Shane Wenzel @ShaneWenzel]

Private capital isn’t avoiding pipelines because the business case vanished. It’s avoiding Canada because governments turned approvals into a political minefield. When investors can spend billions elsewhere with fewer delays, lawsuits, and moving goalposts, they will. Then Ottawa pretends the lack of investment proves the project never made economic sense in the first place.

[Martin Pelletier @MPelletierCIO]

TD report on CANADA's BRAIN DRAIN is really interesting.

Canada is quietly losing its top talent to the United States in what economists call a silent brain drain. While Canada does a strong job educating highly skilled workers in STEM, engineering, and entrepreneurship, it struggles to keep them due to higher taxes that kick in at much lower income levels, limited opportunities to scale companies, weaker commercialization of ideas, and much better pay and growth potential south of the border.
-> Talent leaves mainly through temporary US work visas rather than permanent moves
-> Outflows are heavily concentrated among the highest skilled, especially in tech and advanced degrees
-> Onward migration is worst among immigrants and top university graduates
-> Canada has a missing middle of medium sized firms, relying instead on many tiny businesses and a few large ones
-> Personal tax rates often exceed 50 percent in major provinces and apply at much lower thresholds than in the US
-> Complex corporate tax rules push entrepreneurs toward tax planning instead of growth

All of this weakens productivity, innovation, and domestic returns on education, making Canada a feeder system for the US economy
REPORT: https://t.co/fA0VzaJDSm

[cbcwatcher @cbcwatcher]

Flashback 16 years: Activist David Eby at the anti-Olympics rally, mic in hand, solemn face:
"And why is it that we're holding these games on unceded native lands?"

Fast-forward to an hour ago, Premier Eby:
"And we're limited in what we can do about the Cowichan decision until the trial court is done with their determinations on the file."

Classic. Spend years cheerleading "unceded/stolen land" activism, push policies that weaken private property rights and invite these rulings... then shrug and blame the courts when the chaos hits homeowners in Richmond

Create the problem. Blame the courts. Class A blame-shifting narcissist @Dave_Eby

[Jamie Heard @JamieHeard5]

I've tracked a sample of investment firms and the value of their respective American energy holdings for the last 5 years. In this quarters 13F update the value of these holdings was a notable new all time high.

Some of this is share price appreciation - and some firms were trimming Q/Q and still ended up with a higher energy weight despite the trimming.

But for many of these firms, they were adding as share values were climbing, resulting in some eye popping Q/Q growth rates.

Energy positioning and S&P 500 weight still has a long way to go. This could be the start of a 20+ year fund flow event for the sector.