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@MPelletierCIO Martin PelletierMartin Pelletier's recent posts express concern about the Canadian government's policies and their impact on the economy. He criticizes the government's handling of trade talks, energy sector, and housing market, citing potential catastrophic consequences. Pelletier also highlights issues with Canadian debt, taxation, and the country's reliance on China.
Social category influence stocks finance countries technology brands cryptocurrencies automotive brands
Social topic influence canada #1378, private equity #286, investment, bank, inflation #1884, 6969, $mstr, spx, $spx, sampp 500
Top accounts mentioned or mentioned by @bnnbloomberg @thejagmeetsingh @justintrudeau @cafreeland @markjcarney @realdonaldtrump @abdaniellesmith @financialpost @elonmusk @fpinvesting @daveeby @pierrepoilievre @trevortombe @unusualwhales @fedguy12 @acoyne @bell @bankofcanada @cbcwatcher @grok
Top assets mentioned Strategy (MSTR) SPX6900 (SPX) Baytex Energy Corp. (BTE) Exxon Mobil (XOM) Apollo Global Management, Inc. (APO) Harley-Davidson, Inc. (HOG) AT&T Inc. (T) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA)
Top posts by engagements in the last XX hours
"Is this what winning looks like"
X Link 2025-12-08T22:00Z 66.2K followers, 13.7K engagements
"Stick a fork in it. $MSTR"
X Link 2025-12-01T15:53Z 66.1K followers, 8599 engagements
"Just amazing. Despite tariff headlines S&P XXX operating earnings surged XX% YoY the strongest since late 2021. This underscores how global firms adapt and why policy shocks dont always translate into earnings shocks. Trump and Bessent were right. Who would have thought. 🤷"
X Link 2025-12-10T16:01Z 66.2K followers, 4520 engagements
"Governments became addicted to fiscal deficit spending during Covid and have kept doing it ever since. Bond markets have been pushing back. Cutting rates not doing anything at the long-end. There are consequences to treating your country's balance sheet so poorly. Like I've been saying all along cut deficits not interest rates"
X Link 2025-12-10T16:06Z 66.2K followers, 4637 engagements
"Kaboom. $BTE"
X Link 2025-11-12T17:31Z 66.1K followers, 5402 engagements
"Guyana is rewriting the energy playbook. From zero production in 2019 to a projected XXX million barrels per day by 2027 ExxonMobil Hess and CNOOC have already sanctioned $XX billion across five FPSOs with a sixth on the way. The same potential if not more could easily be applied to Venezuela. h/t for chart @jackprandelli"
X Link 2025-11-27T23:20Z 66.1K followers, 16.7K engagements
"One of the world's largest private equity managers and private lenders tells you that nothing wrong in private credit markets but lets take the other side of that trade. Apollos framing downplays real conflicts and systemic risks tied to its dual role as both largest private equity manager and major private credit lender. While Rowan emphasizes that most assets are investment grade Apollo and peers still control significant slices of leveraged lending often to companies they own or influence. This creates inherent conflicts of interest: underwriting standards pricing and covenant flexibility"
X Link 2025-12-03T15:10Z 66.1K followers, 5855 engagements
"No comment needed"
X Link 2025-12-06T16:17Z 66.1K followers, 5760 engagements
"So many responses to my private equity post claimed Im making this up that Canada is booming attracting billions in foreign investment and is a world-class destination for capital. That nothing is wrong with our economy and we can go head-to-head with the U.S. These charts mean nothing. Carney will make us a world leader. Im not kidding this is a pervasive view among many Canadians especially within the LPC and their supporters. But heres the reality: if we dont see the problems how can we fix them If we keep making excuses how can we make progress I want Canada to be a world leader too. But"
X Link 2025-11-21T15:55Z 66.1K followers, 36.5K engagements
"Harley-Davidson $HOG dealership closures are signaling a major demographic shift in the motorcycle market. For decades Harleys success was tied to Baby Boomers who embraced the brand as part of a lifestyle identity. That generation is now aging out of riding and many are selling bikes or no longer riding for health and safety reasons. Meanwhile younger riders are gravitating toward smaller more affordable and tech-forward options like adventure bikes or electric motorcycles. This transition exposes a structural challenge: Harley built its dealer network and product strategy around Boomers"
X Link 2025-11-24T17:20Z 66.1K followers, 7476 engagements
"Telus $T doing its best to reassure the market that its dividend is safe. We've been buying on all of the tax-loss selling the past few weeks"
X Link 2025-12-03T14:51Z 66.1K followers, 18.8K engagements
"My @BNNBloomberg interview yesterday as Cdn bank earnings kick off. I provide my outlook for the banks and some strategies around it given they are trading at a XX% premium to their historical long-term average PE multiple. From a strategic standpoint would trim positions in January and look at some new ideas such as $ZWB or a partial sector rotation moving some of last year's strong banking stock gains into names like $ENB $T"
X Link 2025-12-03T14:55Z 66.1K followers, 7972 engagements
"Give this kid an A"
X Link 2025-12-05T21:31Z 66.1K followers, 5805 engagements
"A real silver lining. Own it personally and for clients"
X Link 2025-12-10T03:46Z 66.2K followers, 5527 engagements
"A serious problem"
X Link 2025-12-10T14:07Z 66.2K followers, 6145 engagements
"Bookmark this folks. $NVDA is next. Who know when. It make damn sure to get an exit strategy planned"
X Link 2025-12-10T22:40Z 66.2K followers, 7802 engagements
"Had a lengthy meeting today with one of the largest private equity funds globally. Canada is nowhere in regards to making it an attractive jurisdiction for deploying capital especially in the rapid built out of data centers. Excess regulations - more so than Europe - high taxes and a lack of domestic power capabilities needed for scale. In a nutshell we are missing out on this once-in-a-lifetime global trillion dollar infrastructure trade"
X Link 2025-11-19T22:31Z 66.1K followers, 157.5K engagements
"Timestamp this. NVIDIA Corporations independent registered public accounting firm is PricewaterhouseCoopers (PwC). @PwC"
X Link 2025-11-20T14:20Z 66.1K followers, 8137 engagements
"Remember this when the Carney government tells you everything is great. It isn't for those not on a inflation indexed government defined pension plan"
X Link 2025-11-27T16:31Z 66.1K followers, 6406 engagements
"Japans two-year government bond yield climbing to its highest level since 2008 reflects a significant shift in market expectations for the Bank of Japans monetary policy. Investors are increasingly betting on an imminent rate hike as inflation remains above the BOJs X% target and fiscal stimulus adds pressure to normalize policy. This marks a potential end to decades of ultra-loose monetary conditions signaling that Japan may join other major economies in tightening which could reshape global capital flows and currency dynamics. The implications are broad: a stronger yen could challenge"
X Link 2025-12-01T02:25Z 66.1K followers, 10.6K engagements
"Sorry he is sometimes just full of it. Small modular reactors (SMRs) face significant hurdles before they can become a mainstream energy solution. Regulatory and licensing processes take years waste management remains unresolved with no clear plan for handling radioactive material in the U.S. or Canada. Costs are another barrier: first-of-a-kind SMRs run $3000$6000 per kW far higher than renewables and economies of scale are unproven. Safety and security concerns persist as deploying multiple reactors near population centers complicates emergency planning and raises cyber and terrorism risks."
X Link 2025-12-03T20:02Z 66.2K followers, 14.6K engagements
"Smart move. Cant blame them. Premier @Dave_Eby started all of this. Few remember Eby protested 2010 Olympics said games shouldn't be played 'on stolen land' He now has full support of the courts and as a result its a Pandoras box for those provinces without land claims. BC voted him in and he is achieving is goals. Remember this when Canada did the same with Carney and is net zero values. Canada will be uninvestible"
X Link 2025-12-07T19:41Z 66.1K followers, 41.8K engagements
"Weve seen how the rise of Substack has disrupted traditional research channels creating space for independent voices and fresh perspectives. Even high-profile investors like The Big Shorts Michael Burry have joined the movement with their own launches. You may not know this but we publish our own Substack every monthnow reaching nearly 1800 subscribers. Below is an excerpt from our upcoming December piece where we zoom in on the bond market and outline how were positioning. If youd like more insights like this subscribe to our FREE monthly Substack here: Traditional duration still looks"
X Link 2025-12-08T20:53Z 66.1K followers, 2272 engagements
"Google $GOOG continuing to dominate. Solid momentum"
X Link 2025-12-09T15:54Z 66.2K followers, 3087 engagements
"Flat revenue over the past X years and yet the stock is up over 80%. $TSLA"
X Link 2025-12-01T15:16Z 66.1K followers, 8274 engagements
"kapow. Leverage is back"
X Link 2025-12-06T21:01Z 66.1K followers, 6647 engagements
"pushing combined interest-bearing obligations to $XXXX trillion which is quadruple what they held a decade ago"
X Link 2025-12-06T21:09Z 66.2K followers, 1950 engagements
"I did not know that we are the ONLY country to have implemented it into our legal system. UNDRIP is a non-binding international instrument but a powerful moral and policy guide. Only Canada has fully codified it in national law (Bill C15) with provinces like BC moving further. Other countries recognize it but few have translated it into binding domestic legislation especially regarding Indigenous governance and land rights"
X Link 2025-12-10T05:23Z 66.2K followers, 14.8K engagements
"If there is any country that can use tariffs to help finance a massive deficit its the US as long as their dollar remains the worlds reserve currency. Gold rallying as a hedge against this. But who would have thought tariffs would have worked having zero impact on US earnings and the Trump influence on lowering oil and gasoline prices to offset the tariff impact on US consumers. Looking brilliant"
X Link 2025-12-10T16:24Z 66.1K followers, 4493 engagements
"Fed cuts XX. Last month vs. Now"
X Link 2025-12-10T19:07Z 66.2K followers, 1566 engagements
"Guess what valuations matter"
X Link 2025-12-11T14:53Z 66.1K followers, 1554 engagements
"Great way to refill that SPR 😂"
X Link 2025-12-11T22:04Z 66.2K followers, 1824 engagements