Hobes149 🇨🇦

Senior Vice President, Chief Investment Officer, BMath, CFA

[Hobes149 🇨🇦 @holbap]

@dwarkesh_sp That explains the NVDA acquisition of hugging face. Bury the evidence.

[Hobes149 🇨🇦 @holbap]

Watch the price of diesel. It’s an input cost to everything.

[Hobes149 🇨🇦 @holbap]

@Tablesalt13 On the ground in Cancun. Everything is fine. Normal except for the cold north wind and showers. Resort is full, restaurants are full, life is good.

[Hobes149 🇨🇦 @holbap]

@DanCrenshawTX On the ground in Cancun, life is normal. Check facts.

[Hobes149 🇨🇦 @holbap]

@Matt_Pinner 0. Damn

[Hobes149 🇨🇦 @holbap]

@DailySabah Says the guy who is very long US bonds.

[Hobes149 🇨🇦 @holbap]

@Wario64 US only or Canada too? Pro in Canada is $691USD equivalent today.

[Henrietta Treyz @HenriettaVeda]

Ag sales to China have been cut in half in 6 months - @POTUS was always going to blink on 80% China tariffs. Thanks @RomaineBostick, @VonnieQuinn and @BloombergTV as always for having me.

#TariffsTAXES #tariffsnews

[Hobes149 🇨🇦 @holbap]

@scottlincicome Second derivative impacts? Workers see cost of living rising, demand higher wages and since labor pool is shrinking…

[Hobes149 🇨🇦 @holbap]

@Marianhouk @lrozen So the “deal” is hand over everything Russia has been asking for all along?

[Hobes149 🇨🇦 @holbap]

@howardlutnick How much LNG have various countries agreed to purchase now? Not in dollar amounts, it physical amount. What % of US NG production is being exported? What is the domestic need and what is actually produced?

[Hobes149 🇨🇦 @holbap]

@elonmusk Will you refund me for business lost during the outage?

[Hobes149 🇨🇦 @holbap]

@RodDMartin Behind the numbers it means Americans or companies based in America importing from global suppliers PAID $27B in tariffs in June. That’s $77 per person for the month. $925 annually. That’s a tax.

[Hobes149 🇨🇦 @holbap]

@VeranoVicki @Hustle_Bunnies Toes are messed up on the right foot. C’mon AI, you can do better.

[Hobes149 🇨🇦 @holbap]

@NBCNews Next come the spiders to catch the flies…

[Hobes149 🇨🇦 @holbap]

@Kaching100 @RodDMartin The tax received royal ascent in June 2024. This isn’t a new tax.

[Hobes149 🇨🇦 @holbap]

@AlxWrghtTwtr @lrozen Weapons of mass destruction. Part 2

[Hobes149 🇨🇦 @holbap]

@stoolgambling Flagrant diving maybe

[Hobes149 🇨🇦 @holbap]

@JayOnSC @TSN_Sports @espn @reporterchris Keep it classy Toronto.

[Hobes149 🇨🇦 @holbap]

@RapidResponse47 @StephenM Things Canada was doing anyway, but sure.