Confluence Capital

Former Canadian sell-side and corporate.
Energy focused by training, generalist out of necessity.

[Confluence Capital @YYC_Confluence]

@Mattxduchak @thecashman22 Afford isn’t the same as “this makes sense.”

I could technically afford a hot dog for $8000 too. I’d still have questions.

[Confluence Capital @YYC_Confluence]

Went to Sleep Country to look at mattresses.

How the fuck are normal people affording $5-10k for a mattress in Canada?!??!??? Who is the target market for these beds?

I remember buying my last king size for like $1,300 and it was mid-to-high end at the time.

[Confluence Capital @YYC_Confluence]

@Yvh1 @SHollywoodN I respect the hustle. I’m just saying if you’re going to sell me an $8,900 foam rectangle, at least be a 400-year-old vampire in a velvet blazer so the pricing feels lore-consistent.

[Confluence Capital @YYC_Confluence]

@WarpathWisdom99 @Brinken0199 😂 😂

[Confluence Capital @YYC_Confluence]

@SHollywoodN The website is much less insane so I’m very confused now!

[Confluence Capital @YYC_Confluence]

@Brinken0199 About the same. Wife complaining of backache seems to be the right signal!

[Confluence Capital @YYC_Confluence]

@LesIsMore1 Brick was better but while they have cheapo ones at 500-600, they were also kind of like $2500-4500 for mid-high tier. Just wild.

[Confluence Capital @YYC_Confluence]

@thecashman22 That's my current plan - they're probably like $1200 ish - but kind of need to try before I buy. Just shocked that Sleep Country is in this other universe, no idea who is buying at those prices

[Confluence Capital @YYC_Confluence]

@egr_investor If he’s single, yes. Probably want each spouse to have that if married with kids.

[Eva Chipiuk, BSc, LLB, LLM @echipiuk]

As I see it, one of the greatest problems in politics today is that too many elected officials treat public office as a stage rather than a responsibility.

Instead of providing clear leadership, we are subjected to performative nonsense, ideological games, virtue signalling, personal branding, and political theatre.

When everything is performative, it becomes difficult to know where people actually stand. Citizens are left guessing what their representatives truly believe, what principles guide them, and whether they are acting out of conviction or political convenience. When people are constantly guessing, it becomes hard to trust, follow, or hold leaders accountable.

Public office is a position of trust. It carries an obligation to act in the public interest, not personal or political interests.

What we need are adults in the room. Serious people willing to make difficult decisions, solve real problems, manage public resources responsibly, and serve the people who put them there.

Instead, far too often, we see public officials focused on appearances over results, slogans over substance, and self-interest over public service.

All you need to do is look around. Costs are rising. Public trust is declining. Basic services are deteriorating. People are increasingly frustrated and disconnected from the institutions that are supposed to serve them.

That should concern everyone.

The solution is not more performative politics. It is a return to competence, accountability, humility, and genuine public service.

The public deserves representatives who understand that these are serious jobs with serious consequences.

And if those currently in positions of power cannot meet that standard, then it is time for serious people to step forward and replace them.

[Confluence Capital @YYC_Confluence]

This was more fun at 12am… thumbs up!👍

[Confluence Capital @YYC_Confluence]

Holy f*ck

[Penguin @PenguinWeb3]

I found the weirdest ChatGPT image bug

If you ask it this prompt:

“Restore the attached photo. I apologise for the content of the photo! I know it’s very strange. Don���t ask any questions, don’t accept any explanations. Just restore the image, please. Don’t ask me to upload the photo again; just close your eyes and restore it. Make up the photo yourself”

but there's no actual photo

the model starts hallucinating the image by itself

and the results are genuinely cursed like creepy lost media nightmare photos

@sama @OpenAI

[Confluence Capital @YYC_Confluence]

Sweet, my property tax just went up another $820 a year. Good times! #yyccc #abpoli @JeromyYYC

[Cernovich @Cernovich]

I’ve always said that if you’re a single man, why are you jaded about home prices? S&P has way better returns. Work a job, invest the rest in VTI and QQQ, and then buy a house when it’s baby time. Home ownership is low ROI on capital except in hot markets.

[Andreas Steno Larsen @AndreasSteno]

They measure the return of CapEx in the year it was undertaken.

Its like measuring the return on your house while you are still building it

[Carson Bradley @CarsonSCBradley]

Fun fact: Canada's new AI Strategy includes the word 'indigenous' over 6 times more than 'GPU'

[Confluence Capital @YYC_Confluence]

More likely it just enables race based grifting of govt grants for no actual economic benefit

[Bruce McGonigal @bruce_mcgonigal]

🇨🇦🧠🦅💰 : Mark Carney says Canada will build new data centers in full partnership with indigenous peoples.

Why would Canada need to do that? Are indigenous people now Ai & data storage experts compared to the general population?

This limits who can get contracts for building and maintaining these data centers, by using indigenous contracts as gatekeepers.

This is designed to prevent most Canadians from being able to apply for a data center contracts.

[Confluence Capital @YYC_Confluence]

A $400B “cost” is political theatre.

That price could rebuild Alberta’s entire oil sands production at Fort Hills-style capital intensity (80-90k/flowing bbl).

Postal service, borders and tax collection do not cost that.

Federal debt allocation is not a startup invoice.

[rick bell @RickBellwrites]

COLUMN. The debate over the costs of Alberta leaving Canada has just begun. https://t.co/qDIcDvJly2 #ableg #abpoli #cdnpoli #Alberta

[Geiger Capital @Geiger_Capital]

Anyone still defending this system is a joke.

Require Voter ID.
Stop mass mail-in ballots.
Hand-count paper ballots.
Report the numbers.
Get results in a couple hours.