The market ignoring any difference here between banks that are hurt on higher long rates and banks that are helped by them.

Based on the relatively performance of $TSLA vs rest of renewable space, have to assume Trump is going to pass "Tesla First" tariffs

so is Trump installing a Zevia button in the White House or what?

Kuznetsov? #Flames

While I have nothing but respect for David Rosenberg, does anyone even edit these The Globe and Mail columns any more?

My "for you" is bombarded with how smart Grok is

$SOFI just looks like a bank to me.

Listening to a full Michael Saylor interview for the first time. Seems like a lot of "analogies" and not a lot of direct answers.

So if we do dollar for dollar tariffs and the US says they will retaliate to any response then is this just keep looping higher?

If these numbers come to pass its not the end of the world. Unemployment is already 6.7%. If it brings down inflation then the BoC can drop rates back to 0% and save the over-indebted homeowners. The 10% on oil is like a bad week for spreads. You could bring back manufacturing

Trudeau should make a deal with Trump that he will step down in 5 days if the tariffs are removed

Reading through my usual litany of regional bank earnings calls. They are almost all boring and mundane and business as usual. This, of course, is completely at odds with talking heads opining on regional banks. The possibilities are A. the banks are lying, B. the banks don't

While this is true, being wrong off the bat also doesn't necessarily mean you are just early.

Not seeing a lot of bank-doomers today?

When Gemini-3 first came out it was way better then GPT 5.1 for the research questions I was asking but in the last 4-5 days that gap has closed noticeably. 5.1 is thinking longer too.

Is the grift here the datacenters or every short selling celebrity from the last 25 years making a comeback with their negative take?

Bank stocks up since this but I'm sure the apocalypse is nigh.

Strange world today where AI is a fraud and quantum is the real deal

Also datacenters are a no-go unless you are a retread bitcoin miner

The most amazing thing about the Citrini piece is that if it comes to pass, David Hunter will be right on all counts.