Chris Swartz

[Chris Swartz @ces2ski]

@vulturetrades DELL

[JayGen 𝕏 er🇨🇦 @JayGenXer]

🚨 Even some who wanted to like Carney are now calling him a FAILURE

In this must-watch Ledrew interview, two sharp commentators rip into Mark Carney:

“He’s the smartest guy in the room… but smart doesn’t make you a good leader.”

One who “had an open mind a year ago” now says Carney has “disappointed me in a huge way” and is already “a lousy leader” who’ll be a failure unless he makes radical change.

Why? Because he’s obsessed with being the smartest person in the room while ignoring what Canadians actually talk about at the kitchen table — paying the mortgage, young couples in their 30s making six figures still stuck living with their parents in Oakville, and a shaky economy that feels like it’s never going to stop shaking.

Canadians didn’t elect a resume. They want results.

Full interview attached 👇

What do you think — is Carney already failing?

#MarkCarney #cdnpoli #KitchenTableCanada #CarneyFailure #CanadaFirst

[Chris Swartz @ces2ski]

@StockOptions888 MU

[James E. Thorne @DrJStrategy]

Let’s be honest.

Expect the global political class and its commentators to dismiss the deal President Trump just negotiated as the final proof that his Epic Fury was a foreign-policy failure. Expect columns declaring it a climbdown, a muddle, a sideshow. Expect the same people who misread his strategy from the start to congratulate themselves for their consistency. Expect it. It’s wrong.

Thesis, antithesis, synthesis: what they will miss, as usual, is the higher-order story taking shape beneath their own talking points. Iran’s leverage is dying; a world in which it never gets a usable nuclear weapon is coming into view; and the old, sentimental Pax Americana is giving way to a colder, more durable American-anchored order.

The thesis of the post-Cold War era was simple and unspoken: you could tolerate fragile choke points and rising Iranian capabilities so long as flows stayed cheap. Inspectors would count centrifuges, diplomats would draft communiqués, and tankers would keep threading a narrow strait under the guns of a revolutionary regime. American power, as benevolent global referee, was the background assumption that made this fantasy bearable.

Trump supplied the antithesis by refusing to treat Iranian geography and nuclear ambition as separate dossiers. Sanctions, targeted strikes, and a visible naval vise around Hormuz forced the world to confront a fact it had politely ignored: you cannot base global prosperity on routes and regimes that can be shut at will. In pushing the confrontation to the point where shipping hesitated and war felt plausible, he burned away the illusion that Tehran’s leverage was tolerable.

The synthesis now taking shape is less theatrical and more consequential.

Step by step, capital and strategy are moving toward a world in which Iran’s hypothetical bomb buys it little. As pipelines and LNG routes bend away from contested waters, as supply chains re-anchor in the Americas and other safe basins, the value of nuclear blackmail shrinks.

At the same time, the universalist Pax Americana of think-tank nostalgia is dying. In its place is a harsher, more honest reality: the Americas as an resources, energy and industrial super-region, secured by American hard power; Europe free to look down its nose and build industrial policy on climate pageantry; and the real work of prosperity done where fuel is abundant and sea-lanes are actually defended.

As the nuclear threat slowly declines and the knee-jerk criticism of Trump’s strategy is seen for what it is, biased political commentary, the pedantic analysis from the elites will wither away. The neo-cons will be upset as well; a world that no longer needs their dreams of democracy at gunpoint, but does need hard borders, secure energy, and unapologetic American leverage, leaves them without a crusade.

The Neo Cons will keep arguing about atmospherics and adjectives, but the system will already have moved on to more basic questions: which geography is safe, which supply is reliable, which political order keeps the lights on. On that map, Iran is not a pivot and Brussels is not a conscience.

The United States is once again recognized, not as global schoolmaster, but as the indispensable guarantor. Just as the same class confidently dismissed Trump’s first run for president the day he came down the escalator, they will be wrong again about how Operation Epic Fury has changed the world, for the good.

https://t.co/BuMidnoKDw

[Le Shrub🌳 @agnostoxxx]

The greatest Black Swan at this point would be a War during Market Hours.

It’s also extremely rude and goes against wartime etiquette during the Golden Age of Grift ™️

[Dante Rossi @tvc1five]

Mark Carney, the ultimate insider hypocrite: While lecturing the world on ethics and “stakeholder capitalism,” he waltzed into the Prime Minister’s office with deep, undeclared ties to Brookfield—whose billions in assets magically thrive on the very government subsidies, tax credits, and nuclear reactor handouts he helped steer. Blind trust? More like a see-no-evil sham from a career grifter who knows exactly where his golden parachute is parked until 2033.

Canada didn’t elect a leader; it got Brookfield’s man in Ottawa.

[wealthmoose @wealthmoose]

🚨🇨🇦 The Brookfield “scam” that almost nobody is talking about

1/ Everybody loves praising Brookfield as a Canadian success story ..$1T+ AUM, slick deals, Mark Carney ties, big pension money flowing in.

But there’s a massive structural issue hiding in plain sight that analysts and the FT have been quietly flagging.
It’s their closed-loop economy.

2/ Brookfield entities buy, sell, and finance assets from each other — constantly.

In 2024 alone, they used $1.4 billion from their own insurance arm to buy real estate assets from other

Brookfield vehicles. These deals help generate “distributable earnings” (their favorite non-GAAP profit metric) that underpin the whole valuation.
Then those earnings get recycled right back into the loop.

3/ Veritas analyst Dimitry Khmelnitsky nailed it:

“Brookfield is trying to create a closed loop Brookfield economy by transacting with itself.”

The FT investigation (March 2025) highlighted how this circular cash flow creates opaque accounting and questions about the true quality of earnings — especially as they pivot hard into insurance to paper over lingering post-pandemic real estate losses.

4/ Add in the Raffaelli whistleblower lawsuit (May 2025).

A former Brookfield VC fund manager (with Musk connections) accused the firm of:

• Misleading LPs about valuations
• Trying to divert capital from high-upside tech funds to cover real estate holes
• Offering him a $46 million “bribe” to stay quiet and help sell the story to investors
He reported it to the SEC, then got fired. Brookfield denies wrongdoing, of course.

5/ Meanwhile, Brookfield has long been Canada’s top corporate tax avoider — parking dozens of entities at Ugland House in the Cayman Islands (the address Obama once called the biggest tax scam address in the world).

They’ve reportedly avoided billions in Canadian taxes while managing (or receiving) huge capital from Canadian pensions.

CPPIB holds ~$1B in Brookfield shares and has committed fresh money to their funds in recent years.

6/ Remember our CPPIB India thread? ~$30B invested since 2010, but the rupee lost ~50%+ vs CAD — currency risk eating returns.
Now imagine that same pension money flowing into a structure where earnings might be boosted by internal loops, insurance liabilities, and offshore vehicles.

CPPIB’s mandate is simple: maximize long-term returns without undue risk for Canadian retirees.

How much real alpha is left after the opacity, related-party magic, and tax structures?

7/ This isn’t some penny stock pump. It’s one of the world’s largest alternative asset managers, deeply embedded in Canadian finance and politics.

The model is intentionally complex (multiple listed entities, perpetual capital, insurance roll-ups).

Most coverage treats the related-party stuff as “just how alternatives work.”

But when the loop gets this big, and pensions are the bagholders… questions matter.

What do you think ..genius structure or sophisticated risk transfer?

@TheCarneyFiles @MarcNixon24 @RealAndyLeeShow @dsimieritsch

Drop thoughts below.

RT if Canadian pensions deserve more transparency. 👇

#Brookfield #CPPIB #CanadianPensions #Opacity #RelatedParty

[Chris Swartz @ces2ski]

@vulturetrades $SPY

[Chris Swartz @ces2ski]

Another MP on a policy adventure

https://t.co/yjVIketeJS

#Canada

[Chris Swartz @ces2ski]

@Ryan_r_Williams $2.50/L for gas by July 1.

[Ryan Williams @Ryan_r_Williams]

Every country facing $100 oil:

🇦🇺 Australia: fuel tax cut in half
🇪🇸 Spain: fuel tax relief
🇮🇹 Italy: fuel tax cuts
🇵🇱 Poland: major fuel tax cuts
🇵🇹 Portugal: fuel tax relief
🇫🇷 France: targeted subsidies
🇩🇪 Germany: price controls

🇨🇦 Canada: raised industrial carbon price 16%

[Chris Swartz @ces2ski]

@TradingWarz ME

[Chris Swartz @ces2ski]

@StockOptions888 $HIMS

[SniperAlert @StockOptions888]

🚨 I’M GOING HEAVY TOMORROW 🚨

Breakout confirmed. Setup is clean.

RT and I’ll send you this ONCE in a lifetime setup.

THIS CAN GO 1750%+ like $CAR

Be ready by 9:25 AM EST. I’m calling it live.

[Chris Swartz @ces2ski]

@vulturetrades $SPY

[James E. Thorne @DrJStrategy]

A Wake up call!

Canada has seen this movie before. and it did not end well.

In the 1980s, when the United States under Ronald Reagan pivoted decisively toward supply-side economics and pro-growth reform, Canada chose the opposite path. Rather than adapting to the new North American reality, the Liberal Party and Pierre Elliott Trudeau leaned into a narrative that cast the U.S. as the villain and used that resentment to justify doubling down on progressive, interventionist policy. And unfortunately, the Canadian electorate bought it.

The result was not moral victory, but national decline. Of historic proportions!

As the U.S. unleashed investment, cut taxes, and reoriented its economy toward competitiveness and productivity, Canada sank deeper into high-tax, high-spend, anti-growth orthodoxy. By the early 1990s, the country was widely regarded as a fiscal basket case, an honorary member of the Third World in the eyes of global markets and institutions. Sovereignty rhetoric did not protect Canada from the brutal reality of debt, stagnation, and lost credibility.

Global Capital markets are unforgiving, and will not buy the Proformative policy’s and moral virtue signalling that many Canadians are apt to fall for.

At the same time, today’s Bank of Canada governor Tiff Macklem appears to be following in the footsteps of John Crow, reprising a hardline, backward-looking central banking mindset just as the global regime is shifting under his feet.

Today, the script is being dusted off. Mark Carney and the current Liberal establishment appear intent on replaying the PET playbook: demonize a resurgent, supply-side America; cling to progressive dogma; and subordinate growth to ideological vanity. It is a dangerous delusion. In an era of deglobalization, reindustrialization, and strategic competition, a Canada that chooses post-national lectures over hard-nosed economic alignment will not be admired, it will be marginalized.

The warning is stark: if Canada insists on repeating the 1980s error in a far less forgiving world, it should expect a harsher verdict than “honorary Third World.” This time, there may be no easy way back.

[Chris Swartz @ces2ski]

@moneytalkstweet It is easier to pretend running around the world signing trade deals, then actually fix what's ailing Canada.

There will be no pipelines built until Alberta causes a constitutional crisis forcing Carney's hand.

[Jeff Brown @JeffBrownEnreal]

A (TRUE) NATIONAL STATE OF EMERGENCY: CANADA'S LEGACY MEDIA

As someone who dealt with pretty much every prominent MSM outlet in Canada, I can say with certainty that we've reached the strangest moment in our Media history. The primary legacy media newspaper outlets- @nationalpost , @TorontoStar, @globeandmail - are unlikely to survive on ad revenue alone, and are atleast somewhat economically dependent on the Canadian government. As a result, any story that threatens to take down their banker (The Liberal government) is anti-thetical to their mutual survival. This may help to explain some part of my experience with them re: my 'In Trudeau's Kitchen' story.

I first made contact with the NP. Good talk with a prominent columnist. They wanted a copy of the Binder. I wasn't ready and backed off. Later, emailed them back, they responded. Shared some of the relevant content, did not hear back. Sent binder to another of their journalists. Not an investigator, but someone in the know who shared some info that was both startling and that aligned with my direct experience. The second media outlet I dealt with was the Globe and Mail. I met with one of their Toronto editors, gave her the binder to hold, and months later, when I was finally ready to proceed, she backed off because "Justin deserves another term because of his 'performance' during the Pandemic." God had spoken. The third was Global News. The journalist there was the most honest, telling me that MSM in Canada will not bring a story that exposes the PM and his wife. Finally, Robert Cribb (then at the Star, now at NP) ended up with the story for a few years. And despite proof of two obstructed police investigations, Trudeau showing up in my hotel, Trudeau winking at Cribb on Vancouver's seawall, droves of evidence of intimidation, harassment, and shadow-banning (all of which is well-documented in the book), his "editor" said no (according to him).

And now they all have something in common, something potentially incongruent with their responsibility to the people of Canada. That is, if someone brings a story that threatens to bring the Liberals down, they are all at risk of possibly going out of business if it gets published. In other words, the whistle blower is now the potential enemy of all the Carney-dependent Canadian MSM outlets. And, a hit piece that defames and diminishes the credibility of any whistle-blower benefits them all. These are not conditions remotely congruent with the well-being of the nation. Quite the opposite. Yuck.

I can also say with certainty that many of the journalists that have their stories rejected by their editors/publishers are not happy about it. I know this because they tell me that, and because a significant number of them, including journalists at newspapers noted above, told me SHOCKING stories about prominent Federal politicians. Not just cursory things, but the kind of things that would both enrage and ignite the people of Canada if they knew. Because the people inherently know that they have a right to all of it (especially so given that it's their tax dollars that are supplementing MSM), and because the consequence of not being told the truth about the psychopathic power-brokers that are running the show, is that Canada is crumbling right before our eyes. How many people have passed away on Canadian streets in the last few years that would still be alive if the electorate had all the information held by the MSM in Canada? How many would have made other voting decisions if they had been given suppressed information? Many, I believe.

Canada, we have a problem. Our MSM may only be able to stay in business if they don't tell you the truth about our political leaders. Yet, without that information, our nation will not survive. What shall we do to break this impasse? Shall we protest the government in Ottawa, or should we protest at the media outlets themselves, demanding that they tell us everything they know about the people we voted for to run this nation? Who runs the show in this country? The elected politicians and supplemented media, OR WE THE PEOPLE!??

@elonmusk @DouglasKMurray @SusieWiles @mario4thenorth @shuvmajumdar @AdamZivo @foxnewspolitics @AlbertaLeonidas @ESLTeac16885695 @RealAndyLeeShow @MarcPatrone @SethAMandel @Pagmenzies @GadSaad @BoswellDoug @AmazingZoltan @TheRealKeean @therealroseanne @KatKanada_TM @SueAnnLevy @dom_lucre @MapleLeafs @Raptors @BlueJays @defense_civil25 @Ok_Solly

[Based Hungary 🇭🇺 @HungaryBased]

🚨SHOCKING:

🇺🇸American YouTuber Nick Shirley REVEALS Corruption in War-Torn Ukraine.

These are the new cars of Ukrainian officials. Is this where European taxes go?

[The Husky @Mr_Husky1]

I own a small bakery. Business has been slow. Rent is up. I was thinking about closing.

Last Friday, a teenager came in. He looked nervous. He counted out change for a cookie. He was short 50 cents.

"It's okay," I said. "Take it."

He ate it at a table, looking at his math homework. He looked stuck.

I used to be a math tutor.

I walked over. "Quadratic equations?"

He nodded. "I don't get it."

I sat down and helped him for 20 minutes. He got it. He left smiling.

The next day, he came back with two friends. They bought cookies.

The day after that, five kids came.

Apparently, he told the school, "The lady at the bakery helps with homework."

Now, my bakery is the after-school hang-out spot. It's loud. It's messy. There are backpacks everywhere.

Yesterday, I found a note in the tip jar. It was wrapped around a $20 bill.

"Thanks for helping my son pass math. A Mom."

I'm not closing the bakery.

I think I finally found my purpose.

It's not cookies. It's community.