Dr. Ice

Canadian PM & CFP (not a doctor). A born skeptic, maybe even a cynic. Contrarian by nature but as long as the music is playing, I’ll dance… near the door.

[Meb Faber @MebFaber]

Religious institutions and college endowments should be taxable.

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

Memes will get better with AI at least
https://t.co/DM6vxX0L9t

[Dr. Ice @The_Dr_Ice]

@choffstein just got an update from Simplify, they are announcing today that Altis is no longer the sub-advisor on CTA. Simplify will be using an in-house trend following model going forward for.

[NinjaTrader Live @NTLiveMedia]

"If the Fed hikes, they're going to lose the long end. If the Fed cuts, they're going to lose the long end."

Here's what @LukeGromen thinks they should do 👇

[Dr. Ice @The_Dr_Ice]

Poetry

@TopTradersLive @RichB118 @ConvexityDredge @jam_croissant

[Stephen Taylor @stephen_taylor]

Mark Carney is a financial genius.

[Michael Taylor @Mike_Taylor1972]

$PCT:
TOP US Food packager.
Coffee lids (all the top QSRs)
Film, injection and so much more.
Now mega auto supplier (below)
EU mandates - check
US mandates - NJ CA (and 8+++ more )
ONE SOLUTION: $PCT
- there can be only one-

[Marc Cohodes @AlderLaneEggs]

Most people in Arctic Mexico are so stupid they have no clue whats truly going on

[Council on Foreign Relations @CFR_org]

“When Mark Carney said, ‘The middle powers should get together’—it’s a fantasy. They did that, it’s called Europe,” says Jamie Dimon, chairman and CEO of JPMorganChase. “The GDP of Europe has gone from 90% of America to 70%. And in our view, it will probably continue to erode over time because [of] high taxes.

🔗 Watch the full conversation: https://t.co/uDTOcHyxli

[Julian Assange @ImJulianAssange]

Canada officially now clown country.
https://t.co/zkwhuW3uiS

[Michael Taylor @Mike_Taylor1972]

This IS the future of wrappers.
Pure5
$PCT

[Karli Bonne’ 🇺🇸 @KarluskaP]

Holy fuckin’ shit I would like to report a murder!

[Tom Quiggin @TomTSEC]

Just a guess, but flooding universities with low IQ students and hiring unqualified teachers who fit DEI profiles might have been a bad plan.

[Ron Butler @ronmortgageguy]

Mike Myers Is Expected To Receive The Golden Elbow Award

This prize is given to the person who lives outside of Canada a minimum of 355 Days a Year but still INSISTS on Fucking Up Canada whenever he is here

[Velina Tchakarova @vtchakarova]

That is what can happen to Constructivists when facing the University of real world.

[Dr. Ice @The_Dr_Ice]

@turtlespeed2020 On a trip to Hong Kong and they have the same type of lids for Starbucks right now.

[Adam Carolla @adamcarolla]

I declare this study to be racist

[Dr. Ice @The_Dr_Ice]

@tobi https://t.co/9HiRMLUUBx

[Kevin O'Leary aka Mr. Wonderful @kevinolearytv]

Worst #Canadian #PrimeMinister in history by the numbers!

[Martin Pelletier @MPelletierCIO]

TD report on CANADA's BRAIN DRAIN is really interesting.

Canada is quietly losing its top talent to the United States in what economists call a silent brain drain. While Canada does a strong job educating highly skilled workers in STEM, engineering, and entrepreneurship, it struggles to keep them due to higher taxes that kick in at much lower income levels, limited opportunities to scale companies, weaker commercialization of ideas, and much better pay and growth potential south of the border.
-> Talent leaves mainly through temporary US work visas rather than permanent moves
-> Outflows are heavily concentrated among the highest skilled, especially in tech and advanced degrees
-> Onward migration is worst among immigrants and top university graduates
-> Canada has a missing middle of medium sized firms, relying instead on many tiny businesses and a few large ones
-> Personal tax rates often exceed 50 percent in major provinces and apply at much lower thresholds than in the US
-> Complex corporate tax rules push entrepreneurs toward tax planning instead of growth

All of this weakens productivity, innovation, and domestic returns on education, making Canada a feeder system for the US economy
REPORT: https://t.co/fA0VzaJDSm