So let me get this straight 😵💫
Mark Carney was sold to us as the financial genius. The adult in the room. The Trump whisperer who’d “get the deal done.”
He was going to handle Trump.
He was going to protect Canada.
He was going to build “Canada Strong.”
He was going to deliver a clean U.S. deal by July 2025.
And now?
Canada just entered a “technical” recession — aka the economy shrank for two straight quarters while the polite media clutches pearls.
The U.S. and Mexico are cutting trade deals without us.
We still don’t have the “clean deal” Carney swore he’d deliver.
He jets to New York and tells them “Canada Strong will help Make America Great Again.”
His own portfolio? 90%+ parked in the U.S. — while he lectures Canadians to “invest in Canada.”
Even Steven Guilbeault bailed because Carney suddenly discovered oil, gas, pipelines, and basic economic reality exist.
Recap:
- Anti-Trump at home
- MAGA-adjacent in New York
- Climate warrior for the Liberals
- Oil salesman for Alberta
- “Canada Strong” branding
- America-heavy investments
- Zero deal
- Recession
- Caucus cracking
But don’t worry — the same media that spent years deep-throating the “economic superhero” narrative is now here to explain this is just a silly little “technical” recession.
Canada didn’t elect a Prime Minister.
We hired a very expensive PowerPoint presentation in a suit that flip flops as much as a fish 🐟 out of water
And it’s not even a good one. 🔥
10 stocks to buy and hold for the next 10 years:
1/ IREN
Iren is redefining data center infrastructure by building THE world’s most efficient platforms for powering AI compute with 100% renewable energy.
As the CEO says, the industry is growing so rapidly, "They can't meet the demand".
- 3GW Contracted Power
- $9.7B $MSFT Contract
- Next Hyperscaler deal is inevitable
🔥👀WOW MUST WATCH.
“PRESIDENT TRUMP IS STRESS TESTING THE WORLD TO SEE WHO IS TRULY AN ALLY OF THE WEST & PREPARING FOR WAR” -@glennbeck
Glenn GETS IT. Trump is deciphering who is aligned with THE NWO/WEF & who is aligned with the Communist China & preparing for WAR LIKE FDR IN 1940. George Washington said “ALLIANCES ARE TEMPORARY BECAUSE TIMES CHANGE”
Canada and Carney FAILED THE TEST & RAN TO CHINA. That is why he is securing the hemisphere w/ Venezuela..CUBA IS NEXT & GREENLAND. That is why he is ENSURING WE ARE RETURNING TO MANUFACTURING.
Year 2 will be the war at home where we must TAKE BACK OUR COUNTRY.
We must all strongly denounce the shooting of Charlie Kirk. Political violence is NEVER justified. The attacker must be brought to justice. And free speech must be upheld.
Pray for Mr. Kirk and his family.
GOLD TELEGRAPH CONVERSATION #10
LUKE GROMEN
"Gold has already defeated long-term Treasuries as the world's reserve asset. Gold won by knockout… throw in the towel, it's over."
In this episode, Luke explains why central banks are stockpiling record amounts of gold, why secrecy itself has become part of the strategy, and how this points to a world preparing for profound change.
This isn't a conversation about headlines, it's about the forces shaping the future of money.
I hope you enjoy the discussion, and thank you, @LukeGromen, for joining me.
TIMESTAMPS
(0:24) Luke’s Journey into Macro
(5:24) Disconnect Between Narratives and Reality
(11:14) Why QE pushed him toward gold as a neutral reserve
(15:50) Gold’s Unique Role
(16:07) Central Banks and Sovereignty
(17:57) Symbolism or Financial Defiance?
(24:06) The Greenspan Moment — Printing as default avoidance
(24:59) Why Gold Flows Are Obscured
(29:45) Quiet Accumulation & Shift in Monetary Order — Why chips must be spread before a new system
(34:12) Gold vs. the Dollar
(38:51) Western Mockery of Gold
(42:45) Could Gold Slip Into Trade Settlement?
(45:40) Stablecoins and Gold
(47:56) Fort Knox and the Vanishing Story — Why talk of audits disappeared
(49:50) BRICS — Net settlement in gold
(55:55) How revaluation could collateralize debt in a reset
(59:51) Lessons From the Nixon Shock
(1:03:05) Luke’s Personal Playbook — How he protects wealth in an uncertain world
The Toronto Zoo’s dirty little secret: this family-friendly venue is staging drag queen events — aimed at children! And the zoo doesn’t want YOU to see what’s happening behind closed doors…
https://t.co/9lO7vr7TIc
$emo.v $exn.v $nicu.v $pey.to $bir.to $omg.v Doc Jones, private activist resource investor joins us for his outlook on the #preciousmetals, #criticaminerals, and #energy sector and the related resource stocks he is heavily positioned in his portfolio, that have had significant newsflow in the recent past towards development of their projects.
https://t.co/g7yHvHwgEF
We start off getting the key macroeconomic factors that have him bullish on both $gold and $silver, and why he believes their pricing moves to the upside over this year can be maintained and continue to reach higher levels. We review the newsflow and recent milestones from Omai Gold Mines $OMG $OMGGF.US, and the anticipated value drivers for 2025 in this gold exploration and development company operating in Guyana. With regards to silver and gold exposure, he has gotten positioned in Excellon Resources Inc. $EXN $EXNRF.US due to their recent acquisition of the past producing Mallay Silver Mine in Peru, to move it back into production. The Company is also advancing a portfolio of gold, silver and base metals assets including Kilgore Project, an advanced gold exploration project in Idaho that has compelling economics at today’s PM prices.
Shifting over to critical minerals, Doc Jones highlights his long-standing interest and key portfolio position in Magna Mining $NICU $MGMNF.US, which has not moved into copper production, with solid nickel and $platinum and $palladium co-credits at their McCreedy West Mine in Sudbury, Ontario. Another key portfolio position in the critical minerals with copper, $zinc, gold, and silver is Emerita Resources $EMO $EMOTF.US. The company has had continued encouraging polymetallic metallurgical results and successful exploration expanding in mineralization in multiple areas at their flagship IBW Project. He also outlined that the pending legal proceedings on the Aznalcollar zinc - lead -silver Project as another potential value driver.
Wrapping up we shifted over to traditional energy getting his outlook on both oil and naturalgas, but why he is favoring investing in Canadian natgas companies like Peyto Exploration & Development Corp. $PEY and Birchcliff Energy Ltd. $BIR due to the anticipated uptick in underlying natural gas prices he is anticipating in the year to come. He goes on to highlight the benefits of picking up energy stocks that pay investors good dividends while they are waiting for higher eventual equity prices.