We empower clients with the knowledge to properly understand the uncertainties of global markets. Not Investment Advice.

Halifax, Canada
🧵 It's funny and painful to watch so-called Canadian elites argue about something they know little about. Not to mention #1 goal being to GASLIGHT all the time, 24-7. Here's what really happened with Canadian inflation and government. PLEASE share with anyone who's GASLIGHTING anyone.
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Global bond risk is synchronized.
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Here we go - Gaslighting Level 10. Other Canadian provinces will be VERY focused on this election.
Trump is attacking our jobs, driving up our costs and threatening our ability to make decisions for ourselves, in our own country, for our own people. He wants to make Canada and B.C. an extension of America. For B.C. and for Canada, this is an existential moment. We have to decide as a province how we respond, and British Columbians deserve a say. That's why today I called an election for October 24. When Trump came after Canada, I didn't flinch. We pulled American liquor off the shelves and hit back where it hurt. I'm working with the Prime Minister to hold the line, and we've got a plan to stand up to Trump, protect workers and businesses, and build a stronger B.C. that's less dependent on the U.S. It's making a difference. But the job is far from done. The conservative parties would cozy up to Trump, make cuts, raise costs and invite U.S. corporations into our health care. With Trump at our door, we cannot afford their chaos. That's the choice in front of us. Join me in standing up for Canada, in saying hell no to Donald Trump and his politics, and in building a stronger B.C. for all of us.
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Jim, @jimiuorio cmon seriously. @49ers are quite happy with QB1 @brockpurdy13
How many @NFL coaches wouldn’t swap their current QB for Caleb Williams right now for this season? I count Buffalo and maybe KC…that’s it..tell me I’m wrong?
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Global War Machine Trend CONTINUES. Position your portfolio for protection and growth.
BREAKING: 🇬🇧 The UK government wants the British to prepare for war — BBC The UK government wants all of it’s citizens to start preparing for severe disruption to their lives It wants them to stockpile canned food and drinking water, strengthen their civic resilience, and plan for the possibility of war
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Loonie Math 260/52 = a very special number for the Babbling Turds, the 3 Amigos, weekly guests and a national audience. 5-Year Anniversary Episode drops today. piped.video/qEGp-E2jz78?si=J4uq… @SteveSaretsky @RichardDias_CFA
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IceCap Asset Management has shared frequently that the FINANCIAL world and GEOPOLITICAL world is changing very dramatically. These trends are strengthening and they will have an astounding effect on your real savings.
and for the clueless, here it is - right on clue...
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Rates continuing to grind higher globally (yes, even in the self-proclaimed, economic utopia of Canada). Be careful though, this rise in yields could turn very quickly. Then it will become a bear-trap. This shouldn't be viewed as chaotic or confusing - the trends are VERY clear.
Bonds, bonds, bonds. Suddenly everyone is interested in the bond story. Don't be shocked if long-rates reverse sharply from here. And don't be fooled by the move either.
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Besides the obvious fact that the EU is cracking economically and politically. This doesn’t seem very democratic. No one ran on this and no one voted for it.
Carney pushes idea of making Canada 'associate member' of EU, WSJ reports reut.rs/4yAWSOQ reut.rs/4yAWSOQ
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It is unacceptable that our government would even consider handing over an iota of Canadian sovereignty to bureaucrats 5000 km away! This is anti-democratic and borderline sinister, given how obviously premeditated it is. From an economic standpoint, increasing trade with the EU makes sense, but hitching ourselves to that regulatory anchor is self harm.
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and for the clueless, here it is - right on clue...
Canadians should prepare for the inevitable "next" big thing - a discussion on potentially joining the EU. Sep 17 is the Annual Statement of the Union address for the European Union. Prime Minister Carney will be attending as a special guest, and has also been invited to speak. He is the first foreign head of govt to have ever been invited to attend or speak - it's a big deal. The media and internets will LOVE this. Get ready. It's inevitable.
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It’s Friday which means a new edition of one of my fave podcasts is released- I often listen while driving to Friday night games, so for my 🇨🇦 followers I highly recommend the Loonie Hour with @SteveSaretsky @IceCapGlobal (Keith Dicker & @RichardDias_CFA & @BenRabidoux this week
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Highly likely this will not be an American bank.
*BESSENT: GOING TO SANCTION A LARGE BANK ON MONDAY
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49ers 30 LA Rams 13 Go #Niners #49ers
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IceCap retweeted
Lots to talk about on Sept 22. Tickets still available
In a couple of weeks, I’ll be speaking at the Windsor-Essex Economic Summit in Windsor, Ontario. Please join me and @BenRabidoux as we share our views on the economy, interest rates, real estate, and much more. eventbrite.ca/e/windsor-esse…
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Bonds, bonds, bonds. Suddenly everyone is interested in the bond story. Don't be shocked if long-rates reverse sharply from here. And don't be fooled by the move either.
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IceCap retweeted
My latest for the Loonie Hour sub. “Ontarios credit hangover is getting worse” looniehour.substack.com/p/on…
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