Warren Hayhoe

Pushing grain out of the Great Lakes. Keeping bees, 3 kids and 1 wife.

[litquidity @litcapital]

Google is raising $80 billion of equity a week before SpaceX is trying to raise $75 billion a few months before Anthropic and OpenAI are trying to raise $100 billion from investors and you’re laughing???

This is a cataclysmic exit liquidity avalanche

[Satire Squad HQ @SatireSquadHQ]

🚨Mark Carney asks Elon Musk to invest in Canada. 😂🇨🇦

This may be the most brutal summary of the Canadian economy yet.🤔

[Shaun Rickard @ShaunRickard67]

What say you Canada, with a spring election looking imminent, should @PierrePoilievre take @joerogan up on his offer to appear on the podcast?

If you support this idea, repost & share. Let's get this trending to send a message to Poilievre's handlers.

@joeroganhq, does your offer still stand?

[Warren Hayhoe @WarrenHayhoe]

@rawsalerts Seems theatrical.. where’s his wife? No one is perp walking her?

[Mario Nawfal @MarioNawfal]

🇺🇸 ELON ON BITCOIN: “WE PROBABLY WON'T HAVE MONEY - JUST ENERGY AS THE FACTO CURRENCY”

"Currencies, if you will, that are physics-based.

So energy is the real, the true currency.

This is why I said Bitcoin is based on energy.

You can't legislate energy. You can't just pass a law and suddenly have a lot of energy.

It's very difficult to generate energy, especially to harness energy in a useful way to do useful work.

So I think that we probably won't have money, and we’ll just have energy, power generation, as the de facto currency."

Source: @elonmusk, @nikhilkamathcio

[Warren Hayhoe @WarrenHayhoe]

BoC about to go Brrrrrrrrrrr!

[Warren Hayhoe @WarrenHayhoe]

@BillBlair No statements, pls & thx… just an election.

[Warren Hayhoe @WarrenHayhoe]

@elonmusk I can’t square Sam’s adamancy on Trump with his philosophy of determinism.

[Warren Hayhoe @WarrenHayhoe]

How realistic a threat are us tariffs to the Ontario auto sector? Canadians buy more cars annually than they manufacture. Canada manufactures 1 car/yr per year 29 citizens, while the states is 1 per 32 citizens. Avg lifespan of a car in the states is 37% longer than in Canada.

[Warren Hayhoe @WarrenHayhoe]

@JoeWecker It’s fiat. Not backed by anything but the collective confidence in our country and government.

[Eric Yeung 👍🚀🌕 @KingKong9888]

This guy got a good point. 🤣🔥

[The Food Professor @FoodProfessor]

The pro-carbon tax propaganda continues.

The Toronto Star’s @aballinga reports on an unpublished, non-peer-reviewed study funded by Environment Canada, claiming the carbon tax has no impact on food prices in Canada.

Meanwhile, we have two peer-reviewed studies in high-ranking journals presenting a different perspective (see links below). Additionally, 11 papers set to be published in January will highlight how carbon pricing can exacerbate social and economic inequities. @TondaMacC @TorontoStar

[Warren Hayhoe @WarrenHayhoe]

@BriereSimon How much of the gap can be attributed to the hedonic quality adjustment?

[Warren Hayhoe @WarrenHayhoe]

@GrainStats What about daily vwap?

[Tablesalt 🇨🇦🇺🇸 @Tablesalt13]

BANK OF CANADA GOVERNOR T MACK THE 🐐HAS SAID

"Productivity levels in Canada are reaching emergency levels"

He also blows the whistle on the 'import as many low-wage, low-cost workers as you can' ... as it is failing. 🎥👇

[David Levenson. I am increasing low beta leverage. @PolarityRadio]

The 10Y has closed below it's left shoulders intraday peak.

This occured during conflicting data.

This means that disinvertionists and mortgage hedgers are losing ground to fundamentalists and carry traders.

As deterioration continues, a self sustaining refi wave will force the FOMC to ease at an accelerating rate.

The failure of data to be reliable is not something Bond traders require.

Rates are zero bound because the speed with which the rate hikes were entered into didn't permit adequate slowing in the emerging markets which will tip the balance and weaken global prices as their currencies slide and they reduce prices to preserve share.

[Tablesalt 🇨🇦🇺🇸 @Tablesalt13]

Switzerland vs Canada -- money printing

DONT EVEN LOOK AT THE SWISS FRANC Vs. CAD

You dont want to know.

[Warren Hayhoe @WarrenHayhoe]

@BillAckman I don’t get the “it’s now or never”.. Never is a long time… The most disadvantageous peace is better than the most just war..

[Capital Misallocation @BenBrey]

Michael Saylor is pumping Bitcoin on the media every single day & selling convertible notes to buy more $BTC.

So why is he then selling 5000 shares of his $MSTR stock everyday for a cumulative $195m of stock sold YTD? This is almost a $1bn annual run rate fwiw.

Let's see what is going on here. 1/🧵🧵🧵

Source: Bloomberg, SEC (https://t.co/rS8uBXkbSk)