CAD123

[CAD123 @cdavisdundus]

@PeterLBrandt I can't respond to the chart you posted above do I'll post here, is it U.S. Equity Risk Premium (ERP) chart

[Pippa Malmgren @DrPippaM]

Will the President fall down or step down? Either way, the focus on one man is making us blind to the larger situation, which is an avalanche of global and even exo-geopolitics. Seemingly unrelated events are now combining to create an entirely reconstructed landscape. The Chevron decision probably means no more bank bailouts. Presidential Immunity probably means agents within the government have greater latitude to do darker things in the name of the President. Bird flu may interfere with the US election. Double haters are making Kennedy uber-popular. The Russians are raising a flag over Svalbard, jamming the West in space while we build walls on Earth. China is doubling in size. There’s a lot going on, but we are in denial….

https://t.co/r5leKMZ09R?

[Canadian Jennifer 🇨🇦 @cdntradegrljenn]

Using AI for good,.. this teacher motivates her students by using AI-generated photos of their future selves based on their ambitions. #AI $AMD $IVDA $META $AAPL $IVDA https://t.co/gjvrYksxHZ

[Kuppy @hkuppy]

You all should read this👇👇

[Robby Starbuck @robbystarbuck]

His grocery order for 45 items increased over 300% in a little over 2 years. Absolutely nuts.

[Victor Davis Hanson @VDHanson]

Governor Ronald Reagan, in his 1967 inaugural address, famously remarked, “Freedom is a fragile thing and it’s never more than one generation away from extinction.”

Reagan today might have expanded on his theme by declaring that civilization itself is both fragile and can lost by a generation that recklessly spends its inheritance while neither appreciating nor replenishing it—if not ridiculing those who sacrificed so much to provide it. https://t.co/p81JEhMNtA

[Arnaud Bertrand @RnaudBertrand]

This is the source video, absolutely worth a watch in its entirety: https://t.co/QMSfpv4PL8

[Dave Collum @DavidBCollum]

What the hell was Pelosi thinking? To face off a young Brit at the Oxford Union is nuts...

https://t.co/0v73GixC5z

[Black Hole @konstructivizm]

The ice giant Uranus and its rings captured in infrared light by the 10-meter telescope at the Keck Observatory
Image credit: Lawrence Sromovsky, (Univ. Wisconsin-Madison), Keck Observatory

[unusual_whales @unusual_whales]

Canada will start applying a proposed tax on the world’s biggest technology companies this year, per Bloomberg.

[Deer Point Macro @deerpointmacro]

Increase in taxes on capital gains for the wealthiest .13 per cent.

This seems like the wrong policy decision. This can create what in economics jargon is known as lock in effects.

Where assets are held, and capital is constrained from flowing to places with higher ROI and productivity opportunities.

This will further exacerbate underinvestment. As well as worsen productivity in the Canadian economy.

I have pointed out elsewhere that Canada currently has depreciation > investment. Lock in effects will worsen this problem.

Canada should now look at lower taxes driving investment which will lead to increases in capital per worker, and the increase in output all else equal should raise standard of living and the economic pie for all Canadians.

Remember money goes where it’s treated best. South of the border is running hot with higher levels of productivity and much more attractive returns on invested capital.

This policy as well could lead to capital flight, thus further depleting much needed investment.

[Ayesha Tariq, CFA @AyeshaTariq]

About 30% of the world’s oil passes through the Strait of Hormuz.

Iran seizes Israel-linked ship near the Strait of Hormuz.

This is not good.

A block could cause +20% increase in oil prices pushing Brent Crude above $100/bbl.

PC: BBG

[zerohedge @zerohedge]

"Biggest piece of M&A in past 12 months was the merger of Treasury & Fed.” - Michael Hartnett

[Carl Quintanilla @carlquintanilla]

24 years ago today: the world was introduced to “more cowbell.” [4/8/2000]

#SNL

[Lawrence McDonald @Convertbond]

Calling in a chip. Need 100 re-posts on X by midnight.

Words to live by - You can get everything in life you want — If you just help enough other people get what they want.

*Been on this platform for 15 years nearly to the day. We’re closing in on NY Times bestseller status, let’s do this. Official on sale date, March 26, this week.

[Ian Ellis @ianellisjones]

China quietly carried out live-fire military exercises around Taiwan 👀

- Joint drills with Navy, Air Force, & Coast Guard
- Eastern Theater Command frigate detachment
- "Round-the-clock realistic combat exercises across several maritime regions"
+ Amphibious landing ops in SCS

[. @WallStCynic]

I’m old enough to remember hearing aged NYC real estate guys say, “See that building over there…? I coulda bought it in [1932 or 1975] for nothing!”

[Ian Miles @ianmiles]

Javier Milei’s WEF speech in English. This is game changing technology.

[Dave Collum @DavidBCollum]

This is a fascinating analysis of our immigration disaster as an economic ploy by @ericweinstein...

https://t.co/zIV7xulsq1

[HUNTSMAN 🇺🇲 @maphumanintent]

T-minus 1:05 until @johnkonrad and I get @mercoglianos to swear live on air by baiting him about how effective airships would be for DoD's cargo shipment needs in the Red Sea.

https://t.co/IsQq7KonZh