Canadian monthly is out. Always a good read! 👇👇👇

Big if true. If true, Darth Putin’s Three Day War quote is applicable here.

Not really my thing but this guy's doing some interesting work in music. 👇👇👇👇

IRL example of low productivity due DM low births. Think of all those kids returning from uni, driving their parent’s car or their own subsidized version. OFC they will crash or bash these cars. OFC more unexpected crashes and the economy would be more productive. 🙃🙃🙃

LOL! Remember this guy gets a govt cheque + a great pension. Governor Macklem: there could be a need to reduce the policy rate “if the economy weakens in the face of continued US tariffs and uncertainty, and cost pressures on inflation are contained.” Stating the obvious.

Leveraged ETFs sold to retail is about as toxic as it gets. Decay bleed just drives a daily transition of wealth from the unsuspecting retail to the issuer.

Forward rate cut probabilities probably need a sanity check. The dilemma for cbank heads ofc is if higher rates supernova consumer RE but inflation remains uncontrolled. You then get a recession and a high cost of capital.

While I'm ranting, the forward probabilities on tariff drags also need an update. The 90-day window isn't far off and I while the market seems increasingly sanguine on tariff tensions, what of the Donald's 40-year anti free trade crusade has changed?

Two Technical Questions for Finance Geeks. 1. Does a static EVA cost of capital make sense? 2. Should a country risk premium apply to K for global equity investors in EVA models? Genuinely curious in opinions on this.

These high quality tourist destinations now banned by Trump. TBF, who wants to go there anyway?

Stating the obvious here, but focus of media in all forms will now turn from tariffs to the Musk - Trump divorce. But let's not forget the 90-day pause window is fast approaching with nada success so far.

Interesting perspective given the prior rhetoric. Reminder: HKEx is a publicly listed vehicle and platform to play China's large cap debt and equity flows. Step aside Shanghai, Hong Kong is China’s prize financial hub sc.mp/knzn3?utm_sour… via @scmpnews

Hard to see this Trump tax grabs sustain in a global village of innovation. U.S. does run the risk of being excluded and TBF Big Tech doesn't pay a fair tax rate. ‘Big, scary moment’? What’s up with Section 899 and its ‘retaliatory’ taxes? sc.mp/5xfak?utm_sour… via @scmpnews

Sadly, an accurate depiction of the current administration. Perhaps a better name would be Griftarati.

LOL, great PSA here for those working in big corporate.

Started watching this, then swam an hour, sauna for twenty mins, and still managed to watch an epic match. What a marathon what match!

Not my area of expertise but that’s a lot of illegal immigrants.

Never really understood the flag burning thing myself but as PiQ notes here the optics look poor.

For those able to run current vs historical valuation metrics, logistics looks fairly beaten up on Trump 2.0 chaos but is likely overly discounted given the strengh of many of the higher quality franchises in that segment. You make money when you buy… 👀

This. 👇👇👇