KAJ

Husband, Father, GrandFather.
Invests in Canadian Energy, Mining, Banks and Information Technology.
Travelling the world.

[Pierre Poilievre @PierrePoilievre]

Conservatives oppose the ratification of the K’ómoks Treaty that threatens property ownership and resource projects.

Your home and your property come first. Period.

Sign to protect private property rights: https://t.co/bdP6IYiCA2

[(((Stockwell Day))) @Stockwell_Day]

If your impulse is to angrily just slip past this or delete it, it may mean your ability to think constructively is impaired.

[Burnsco @garquake]

Amazing Stat here on TFSA in Canada and Power of just indexing your money (USA s@p 500 in this example)
Program started 2009 Would have 109,000 if just cash - but if on Jan 1 each yr you maxed out to index sitting on $400,000 but we are all to smart for that 😀

[Canada Action @CanadaAction]

Growing Canada’s energy export ‘potential’ gets G7 backing in push for global security of supply https://t.co/tsQeRxRhrk

[Concerned Canadian @Concern70732755]

Carney are you listening ??

[Richard Dias @RichardDias_CFA]

That’s a lot of words to say:

“I’m giving your tax dollars to rich people who made a crap investment.”

Canada, you should be furious about this! 🤬🤬

[Thomas Sowell Quotes @ThomasSowell]

Charlie Munger: “If you're a pure socialist, you're a nutcase. An absolute nutcase. Not a modest nutcase, but a real nutcase. You can be a perfect nut with a high IQ."

[James E. Thorne @DrJStrategy]

Yes, the Prime Minster gets it.

Carney gets it. Carney and the regulators have read the room; when will the Bank of Canada, Bay Street and the economic elite do the same? Canada is flirting with a Liquidity trap in which lower rates no longer move the real economy because the main transmission channel, housing, has been structurally jammed by years of policy error.

Canada is also running the risk of what economists would call a Balance Sheet recession sliding into Secular Stagnation as the US did after the GFC.

That, increasingly, is what Canada is, and it is remarkable how many people still refuse to say so out loud.

This imbalance is not the result of a bad year but of decades of decisions that leaned on real estate while underinvesting in productivity, competition and tradables. There is little point crying over spilt milk about how we got here; the only serious question now is how Canada gets out.

Now, under President Trump’s revived “America First” agenda, Canada faces a harsher external environment and a structural adjustment it is ill‑prepared for. Refusing to let the housing market clear in this context is not prudence; it is self‑harm.

The economic elite need to wake up to the fact that housing must actually reset if it is to transmit easier policy into growth. Preserving today’s price structure in the name of “stability” turns housing into a macroeconomic museum piece and neuters monetary policy just when the economy can least afford it.

PM Carney has done his part. Regulators have done theirs: OSFI’s earlier decision to cut the domestic stability buffer by 50 basis points to 3 per cent was an act of prudent foresight, freeing up bank capital for when the storm hits.

Yet demand for that capital is still at risk. Without lower rates, banks will sit on their cushions and households will sit on their hands. The Bank of Canada needs to cut.

[KAJ @kajorinne]

SHAW: Canada isn't governed by voters anymore — it's governed by institutions https://t.co/i0Kuke2dmj

[Jason Kenney 🇨🇦🇺🇦🇮🇱 @jkenney]

1% of the male population of Newfoundland was killed in the Great War.

Memorial University was given its name to be a living, permanent memorial to their sacrifice.

None of those men, or those who served with them, would now be eligible to teach at the university named in honour of their sacrifice.

DEI has gone too far for too long.

(BTW, I wonder if the same discriminatory hiring practices apply to janitorial, food services, and facility maintenance jobs. Or does the unjust treatment only apply to "elite" tenure track positions?)

[Heather Exner-Pirot @ExnerPirot]

Nice 'Team Canada' approach over there, @Dave_Eby . Maybe next time operate in good faith to find solutions to legitimate concerns instead of blocking AB and SK energy development outright.

"An October 2025 internal briefing note obtained by the Western Standard under B.C.’s freedom-of-information laws and heavily redacted under sections 12, 13 and 17 — titled “Action to Respond to Alberta’s Proposed Oil Pipeline” — explicitly states that “Alberta is keen to get the project approved in the current environment” and orders officials to “mount the counter case”".

[United Conservative Party of Alberta @Alberta_UCP]

🚨 PREMIER SMITH: "[This deal] slam the door shut on the vast majority of the 9 bad laws that were leftover from the Trudeau era... laws that killed jobs, drove away investment and suffocated Canada's economic productivity."

❌ Oil and gas emissions cap GONE
❌ Net zero power regulations GONE
❌ Greenwashing provisions GONE
❌ Consumer carbon tax GONE
❌ Export tax threats GONE
❌ EV mandate GONE

[LNG QE 🇨🇦 @BubleQe]

Canadian #Condensate ( > $140 bbbl CAD).

🏆 $ARX.TO Canada's largest producer.

$TOU.TO $CNQ.TO 'significant' condensate production.

[Adam⛰️ @AssetTraveller]

Data Centres are coming to Alberta. The clearest win win for the demand source (tech companies) and the supply source (natural gas companies).

Alberta has:

- Inexpensive land to build on
- Near unlimited energy supply
- Cold weather to keep costs down from overheating

[Bullish Trend @trend_bullish]

Own E&P

[Chris in Canada 🍁 @tsxman]

Canadian oilsands execs, taking it off the table.

Congrats to anybody who held for the full move.

Well played.

$CNQ $SU $CVE

[Heather Exner-Pirot @ExnerPirot]

We should advance policies that lead to abundant, reliable and affordable energy. The idea that oil & gas and nuclear are enemies, rather than essential collaborators, in this endeavour has diminished our society and led to objectively poorer economic and political outcomes for Canada.

[Jason Kenney 🇨🇦🇺🇦🇮🇱 @jkenney]

Edmonton Mayor Andrew Knack is an object lesson in how the Canadian left has lost its moral bearings.

He is attacking Edmonton’s Police Chief for a study trip to Israel with other big city chiefs.

But within weeks of becoming Mayor, Knack flew to the People’s Republic of China for an official visit.

So let’s compare:

ISRAEL

- The Middle East’s only real democracy.

- Famously independent judiciary that includes Arab judges, a system that has sentenced Israeli Prime Ministers, Presidents, and IDF officers when found guilty of crimes.

- Has a dynamic Parliamentary system that includes Arab parties who have been part of governing coalitions, and held the balance of power.

- The only modern state founded by an ancient indigenous people in their historic lands after millennia of colonial occupation and genocide. The most successful historical example of decolonization.

- The only Jewish state on Earth, whose raison d’être is to be a refuge for the victims of history’s most durable and pernicious hatred, born out of the ashes of the Holocaust.

- Has been attacked by hostile armies repeatedly, including on the very day of its creation and recognition by the UN.

- Has been the target of endless campaigns of violence by groups recognized under Canadian law as terrorists, including a pogrom two years ago involving mass rape and kidnapping that was the largest massacre of Jews since 1945.

- Relative to its size, is the most innovative economy in the world, with more per capita patents, successful tech startups, and Nobel prizes than any nation on Earth.

- The world’s most experienced police agencies in dealing with terrorism.

PRC

- Dictatorial one party state

- Seven decades of violent oppression of political dissidents, ethnic, and religious minorities

- The destruction of tens of thousands of Buddhist (mainly Tibetan) monasteries and temples; Muslim mosques; Christian Churches, and other places of worship

- The ongoing prosecution of an active genocide (according to the Parliament of Canada, et al) against the Uyghur Muslim minority

- The invasion, despoliation, and partial ethnic cleansing of Tibet.

- History’s largest state sanctioned famine, the Great Leap Forward, during which 30 to 45 million people were killed.

- Until recently, a brutally enforced One Child Policy that involved countless forced abortions and sterilizations

- The continued use of forced labour concentration camps

- The long standing world leader in executing people.

- Currently engaged in the largest military expansion in world history

- The publicly declared intent to use that military power to invade Taiwan, a peaceful neighbouring democracy, by 2027.

- An expansionist / imperialist agenda in the South China Sea, including the creation of artificial islands as military bases, the harassment of Filipino & other fishing & naval fleets

- Flagrant violation of Hong Kong’s Basic Law, including elimination of political and press freedoms, and the imprisonment of dissidents like Jimmy Lai.

- Massive industrial and political espionage, including against Canadian targets, involving patent and IP theft

- Massive interference in Canadian elections through the United Front Work Department

- 25+ years of violating WTO obligations through massive unfair trading practices, currency manipulation, subsidization of key industries, et

- Repeated arbitrary application of tariffs against Canada, including Alberta canola farmers during Knack’s PRC visit

- Arbitrary arrest & imprisonment of Canadians, including diplomats, and Canadian Muslim Hussein Ceilil who has been imprisoned, without consular access, since 2006.

- World’s largest & fastest growing source of GHG emissions.

- Key ally of the world’s worst regimes, including Putin’s Russia and the Mullahs’ Iranian terror state.

Etc.

Let the record show that Edmonton’s “progressive” Mayor kowtows to the world’s largest dictatorship, but condemns the democratic Jewish homeland.

For shame

[James E. Thorne @DrJStrategy]

The Bank of Canada, under Tiff Macklem have turned monetary policy into a profit engine for Bay Street. Yes, Banks, are full of happy talk as Main St gets hammered and it’s all about profits.

As most Canadians brace for mortgage renewals in a five-year system designed to trap borrowers in perpetual refinancing, the banks are salivating over every rate hike. Higher rates don’t just inflate their margins, they guarantee a fresh surge in interest income as homeowners are forced back to the table at punishingly higher costs. It’s no wonder the big banks are publicly forecasting and lobbying for more hikes, even as the economy teeters on recession and job losses mount. Instead of protecting household balance sheets, the central bank has become an accomplice, fueling financial sector profits while Main Street buckles.

In addition, Carneys Liberals, desperate to deflect on the fact that Canada economy is in a shambles, point to the Iran War as scapegoat, yes really. Completely ignoring that this crisis is made in Canada, amplified by Macklem’s BOC and cheered by Bay Street. This isn’t monetary stability, it’s institutionalized exploitation.

[Jason Kenney 🇨🇦🇺🇦🇮🇱 @jkenney]

Oh come on... enough with sarcastic whinging.

There is no opposition to Transmountain optimization, which is massively faster, cheaper, and likelier than a de novo west coast pipeline. Feds should add to their major projects list... after all, they own it! Let's get on with it!

No opposition to Enbridge mainline optimization.

Canadian portion of KXL is already done. Let's make a deal with Trump and give him something he wants, wink-wink, de-risk it and get it done.

PM Carney has also committed to a de novo West Coast pipeline (see his comments in Parliament a month ago, inter alia.) Majority of British Columbians support it, Eby can't stop it (as he has admitted,) and his party will almost certainly by out of office long before shovels in the ground. But making a project with no proponent the central fight is what the mud hut crowd would love.

And none of this prevents concerted action on East Coast LNG, doing everything possible to get to LNG Canada Train 2, Rockies, etc..