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It's actually super creepy when people want housing to go up more than wages, or even inflation. Can you imagine cheering food inflation? Impoverishment? It's the SAME thing.

the contraction in money supply is attracting a lot of attention. But, like everything is this fake COVID cycle, is it really that surprising given the massive splurge in 2020-21? When are we gonna stop with the wild extrapolation? x.com/charliebilello…

Well that was quite a close to the day, week, month, and quarter. This guy probably saw it coming

So, reviewed a few portfolio names and unfortunately seeing many management teams divesting shares in their insider trading window. Now why would they all be doing that?

😂🤦‍♂️ This talk of the death of the PetroDollar is hilarious. All because a tiny fraction of crude trades are being done in non-USD (and even then, using currencies that are intrinsically linked to USD) I can only assume that those pushing this awful trope the loudest weren't in

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👇 A veteran volatility trader known for nailing the market’s recent twists and turns warns the Fed still needs to suck ‘the wealth effect’ out of stocks hubs.li/Q01Lrgn_0

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Nothing personal Carl, but you really are the Pablo Escobar of hopium x.com/carlquintanill…

True strength is about how much you can protect the weak. youtube.com/watch?v=TPs4EM…

An outstanding thread. For those trying to better understand the cross currents in the economy I also invite you to read the embedded thread from January on syncopation. Thanks 𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞

Every Canadian should read this 👇 x.com/deerpointmacro…

Sound advice from one of my favorite '23 reads "Be Useful" by Arnold

Wake up fellow Canadians! “Canada’s real [gross domestic product] is now around $1,000 per person, or around $2,500 per household, below what it was prior to the pandemic.” The council also ranks Canada’s pandemic economic recovery to be the fifth worst among the 38 member

Young People Are Leaving Canada: Can Their Be Any Bigger Indictment Of Our Policies? I spoke to a young woman in her 20's this week & it was kinda heartbreaking She's well educated, has a good job she is striving to get better at & believes she had no economic prospects 2/

There are two ways to grow an economy: Productivity and demographics. Sadly, only one leads to increased prosperity.

Bank of Nova Scotia economist Derek Holt laments about the policy direction in Canada, in his daily note to clients:

hope this helps