# ![@DukeInShadows Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1894240143701114880.png) @DukeInShadows Jason Garner

Jason Garner posts on X about $ffhto, $mlpv, $moly, canada the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1894240143701114880/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894240143701114880/c:line/m:interactions.svg)

- [--] Week [---------] -51%
- [--] Month [----------] +82,022%
- [--] Months [----------] +22,237%

### Mentions: [--] [#](/creator/twitter::1894240143701114880/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894240143701114880/c:line/m:posts_active.svg)

- [--] Week [--] +79%
- [--] Month [--] +50%
- [--] Months [---] +176%

### Followers: [---] [#](/creator/twitter::1894240143701114880/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894240143701114880/c:line/m:followers.svg)

- [--] Week [---] +2.10%
- [--] Month [---] +2.90%
- [--] Months [---] +44%

### CreatorRank: [-------] [#](/creator/twitter::1894240143701114880/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894240143701114880/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  24% [finance](/list/finance)  23% [stocks](/list/stocks)  17% [cryptocurrencies](/list/cryptocurrencies)  4% [technology brands](/list/technology-brands)  2% [social networks](/list/social-networks)  1%

**Social topic influence**
[$ffhto](/topic/$ffhto) #2, [$mlpv](/topic/$mlpv) 15%, [$moly](/topic/$moly) 9%, [canada](/topic/canada) 7%, [$brk](/topic/$brk) 5%, [$mos](/topic/$mos) 5%, [$ntr](/topic/$ntr) 5%, [$ipi](/topic/$ipi) 5%, [$sagev](/topic/$sagev) 5%, [$scrto](/topic/$scrto) 3%

**Top accounts mentioned or mentioned by**
[@brownmarubozu](/creator/undefined) [@inthemoneypod](/creator/undefined) [@baystreetamber](/creator/undefined) [@opinion](/creator/undefined) [@opmwire](/creator/undefined) [@mlpotash](/creator/undefined) [@shiffmanruben](/creator/undefined) [@barometerca](/creator/undefined) [@elou795](/creator/undefined) [@5up3rm4r10](/creator/undefined) [@teokaixiang](/creator/undefined) [@foamontherunway](/creator/undefined) [@dvsignals](/creator/undefined) [@cdinewsletter](/creator/undefined) [@javierblas](/creator/undefined) [@vikingvan100](/creator/undefined) [@mananainvesting](/creator/undefined) [@thechabinator](/creator/undefined) [@bambroughkevin](/creator/undefined) [@rekurencja](/creator/undefined)

**Top assets mentioned**
[Mosaic Co (MOS)](/topic/$mos) [Nutrien Ltd. Common Shares (NTR)](/topic/$ntr) [Orla Mining Ltd. (ORLA)](/topic/$orla) [Brazil Potash Corp (GRO)](/topic/$gro) [Markel, Corp. (MKL)](/topic/$mkl) [Brookfield Corporation (BN)](/topic/$bn) [Sable Offshore Corp. (SOC)](/topic/$soc) [Convex Finance (CVX)](/topic/$cvx) [UnitedHealth Group (UNH)](/topic/$unh) [Kraft Heinz Co (KHC)](/topic/$khc) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [Sage Therapeutics, Inc (SAGE)](/topic/$sage)
### Top Social Posts
Top posts by engagements in the last [--] hours

"someone needs to edit the $FFH.TO wikipedia page and add in some of the amazing investments of past decade. Digit Eurobank Orla etc. Blackberry's significance is not worth [--] mentions"  
[X Link](https://x.com/DukeInShadows/status/2005754171715399808)  2025-12-29T21:33Z [---] followers, [----] engagements


"$FFH.TO vs $CSU.TO spread now down to [--] Fairfax added $16B of equity value throughout '25 Constellation lost $29B of equity value throughout '25 https://twitter.com/i/web/status/2006432544250601745 https://twitter.com/i/web/status/2006432544250601745"  
[X Link](https://x.com/DukeInShadows/status/2006432544250601745)  2025-12-31T18:29Z [---] followers, [----] engagements


"@BrownMarubozu @inthemoneypod no kidding "we just feel more comfortable owning Markel" then proceeds to give no reasoning. @baystreetamber let's get Asheef on the pod"  
[X Link](https://x.com/DukeInShadows/status/2021456206011957591)  2026-02-11T05:28Z [---] followers, [---] engagements


"$FFH.TO RSI most oversold since September [----] when FFH was $500/share Mr. Market always giving LT holders entry points"  
[X Link](https://x.com/DukeInShadows/status/2016953216735298040)  2026-01-29T19:14Z [---] followers, [---] engagements


"$FFH.TO Analyst ratings dont matter but worth noting: Scotia upgraded and RBC reaffirmed in the past week. Yet Mr. Market still anchoring to the BMO downgrade"  
[X Link](https://x.com/DukeInShadows/status/2019071266875916510)  2026-02-04T15:31Z [---] followers, [----] engagements


"RT @5up3r_m4r10: "the Company has engaged a political advisor and discussions have commenced with United States Government officials and o"  
[X Link](https://x.com/DukeInShadows/status/2021009315767767292)  2026-02-09T23:52Z [---] followers, [--] engagements


"@teo_kai_xiang too many bankers and social workers not enough nurses or miners"  
[X Link](https://x.com/DukeInShadows/status/2021239510504263681)  2026-02-10T15:07Z [---] followers, [----] engagements


"on a Sentra we're just getting started 😂 Top #gold https://t.co/WoYU5nHeM0 Top #gold https://t.co/WoYU5nHeM0"  
[X Link](https://x.com/anyuser/status/2021258817263043007)  2026-02-10T16:23Z [---] followers, [---] engagements


"https://www.marketscreener.com/news/fairfax-announces-conference-call-ce7e5ddad08cf527 https://www.marketscreener.com/news/fairfax-announces-conference-call-ce7e5ddad08cf527"  
[X Link](https://x.com/DukeInShadows/status/2022707535334068248)  2026-02-14T16:20Z [---] followers, [---] engagements


"was just in Peterborough close to 20% real unemployment rate. it's really a shame Canada believes in handouts & subsidies and not competitiveness"  
[X Link](https://x.com/BridgingtonHol/status/1971283154481922439)  2025-09-25T18:38Z [---] followers, [---] engagements


"$MOLY r/r is insane here. this should be a $3 stock"  
[X Link](https://x.com/BridgingtonHol/status/1973023777744396357)  2025-09-30T13:55Z [---] followers, [---] engagements


"@FoamOnTheRunway @DVSignals $GRO -7% since this post $MLP.V+21% since this post enough said. one is a world-class project & team one is not"  
[X Link](https://x.com/BridgingtonHol/status/1973190137304826278)  2025-10-01T00:56Z [---] followers, [---] engagements


"Id rather be stuck in an illiquid junior miner than in one of these NAV-draining PE funds. $50M operating loss $35M straight from mgmt. + perf fees. YIKES. https://t.co/azIxF5HmYm https://t.co/azIxF5HmYm"  
[X Link](https://x.com/BridgingtonHol/status/1973417284904304705)  2025-10-01T15:58Z [---] followers, [---] engagements


"california energy is about to crater. it's just math. $CVX $SOC"  
[X Link](https://x.com/BridgingtonHol/status/1974115134051398069)  2025-10-03T14:11Z [---] followers, [----] engagements


"the BOC narrative of we're at 2% inflation is a JOKE. A JOKE. https://www.theglobeandmail.com/business/article-bank-of-canada-inflation-trade-policy-external-shocks/ https://www.theglobeandmail.com/business/article-bank-of-canada-inflation-trade-policy-external-shocks/"  
[X Link](https://x.com/BridgingtonHol/status/1974572433786228977)  2025-10-04T20:28Z [---] followers, [--] engagements


"@CDInewsletter the principle (in general) of owning assets that are productive is correct. however every currency ever existed has eventually been fully debased (returned to intrinsic value of $0). warren has owned gold too so a takeaway should be having a flexible mind is a good thing"  
[X Link](https://x.com/BridgingtonHol/status/1977465876988211247)  2025-10-12T20:06Z [---] followers, [---] engagements


"can confirm Denmark is a very capitalistic country despite what many think. Hedge fund giant Citadel has bought a German-based electricity trading house a sign of how the surge in weather-dependent solar and wind generation is creating vast trading opportunities. I wrote this long-form @Opinion column in [----] about the trend. https://t.co/ebW8YdXFyC Hedge fund giant Citadel has bought a German-based electricity trading house a sign of how the surge in weather-dependent solar and wind generation is creating vast trading opportunities. I wrote this long-form @Opinion column in [----] about the"  
[X Link](https://x.com/BridgingtonHol/status/1977905734487560641)  2025-10-14T01:14Z [---] followers, [---] engagements


"@JavierBlas @opinion can confirm Denmark is a very capitalistic country despite what many think"  
[X Link](https://x.com/BridgingtonHol/status/1977905745921278169)  2025-10-14T01:14Z [---] followers, [---] engagements


"A great thought exercise on $FFH.TO & selling in general. Reminds me of Nick Sleeps [----] letter. Is it time to sell Fairfax In our post today we explore the 'When to sell' question that all investors face. We get help from Philip Fisher a mentor to Warren Buffett and one of the GOATs. Click the link to read our long-form post. $FFH.TO $BRK $MKL https://t.co/COmHUIfn2W Is it time to sell Fairfax In our post today we explore the 'When to sell' question that all investors face. We get help from Philip Fisher a mentor to Warren Buffett and one of the GOATs. Click the link to read our long-form"  
[X Link](https://x.com/DukeInShadows/status/1942062530718773415)  2025-07-07T03:26Z [---] followers, [----] engagements


"$FFH.TO $SCR.TO $MLP.V The bad news is exceptional CEOs are incredibly rare. The good news is they are often idiosyncratic and misunderstood. An alert investor learns what turns others away is what should draw them in. The bad news is exceptional CEOs are incredibly rare. The good news is they are often idiosyncratic and misunderstood. An alert investor learns what turns others away is what should draw them in"  
[X Link](https://x.com/DukeInShadows/status/1948434865742893084)  2025-07-24T17:27Z [---] followers, [---] engagements


"@OPMWire AUM intelligence"  
[X Link](https://x.com/DukeInShadows/status/1950940551357878422)  2025-07-31T15:24Z [---] followers, [---] engagements


"$FFH.TO Premium growth driven by Global & International segmentsKi (+14.5%) and Brit (+9.5%) lead the charge with improved combined ratios. North America saw a modest dip in premiums. Strong global diversification at work. Fairfax Q2 coming in hot. EPS: $61.61 (+57%) vs $55.22 est. 🔥 CR: [----] 🔥 Excess FV over CV of investments in non-insurance associates and consolidated non-insurance subs increased to $2.4bn from $1.5bn. Price to aBV 1.4x This trades for a lower PE than $UNH $FFH.to $FRFHF Fairfax Q2 coming in hot. EPS: $61.61 (+57%) vs $55.22 est. 🔥 CR: [----] 🔥 Excess FV over CV of"  
[X Link](https://x.com/DukeInShadows/status/1951059249397707211)  2025-07-31T23:15Z [---] followers, [----] engagements


"IMO $FFH.TO "5th" income stream (non-insurance equity holdings) is the most important development right now. As insurance softens I agree with @VikingVan100 this will likely be the fastest-growing. I spoke to an exec who bought a Fairfax subsidiary a few years back. His view was many of the deals Fairfax has done face v. little competitionnot just on a reputation basis but on a market structure basis too given how uncompetitive parts of the Canadian market are. Will be interesting to watch how they allocate capital from here. How were Q2 results for Fairfax Another great quarter. Economic"  
[X Link](https://x.com/DukeInShadows/status/1951420067658310060)  2025-08-01T23:09Z [---] followers, [----] engagements


"those who won't look at $FFH.TO bc of the "lost decade" should really look at those splits. really a completely different company. Fairfax has [--] income streams. They have increased in size from $2.5b (avg from 2016-21) to $7.4b (2026E). Operating income is now 80% of the total (up from 49% avg from 2016-21). As a result Fairfax has been transformed. Earnings are much larger and much higher quality. $FFH.TO https://t.co/TVFY1GOjN6 Fairfax has [--] income streams. They have increased in size from $2.5b (avg from 2016-21) to $7.4b (2026E). Operating income is now 80% of the total (up from 49% avg"  
[X Link](https://x.com/DukeInShadows/status/1955798118223548734)  2025-08-14T01:06Z [---] followers, [----] engagements


"Real head-scratcher: Nearly $60M to buy $KHC Processed cheese & condiments loaded w/ saturated fatshardly the future. Shoppers are flocking to private labels for better quality & price. Buffett just wrote down his $KHC position whats the play here $FFH.TO Fairfax with big additions in $KHC and $VOO https://t.co/OkrbuBJeyW Fairfax with big additions in $KHC and $VOO https://t.co/OkrbuBJeyW"  
[X Link](https://x.com/DukeInShadows/status/1955990350138364179)  2025-08-14T13:50Z [---] followers, [----] engagements


"@MananaInvesting @BrownMarubozu Thats all he does crazy talk and gets people talking about it. Right out of a Bill Ackman playbook"  
[X Link](https://x.com/DukeInShadows/status/1958933049221005587)  2025-08-22T16:43Z [---] followers, [--] engagements


"We all knew this was coming. $MLP.V $MOS $NTR *USGS PROPOSES POTASH AS CRITICAL MINERAL Live look at Mosaic $MOS: https://t.co/yP4Vltyyfy *USGS PROPOSES POTASH AS CRITICAL MINERAL Live look at Mosaic $MOS: https://t.co/yP4Vltyyfy"  
[X Link](https://x.com/DukeInShadows/status/1960012811259838789)  2025-08-25T16:14Z [---] followers, [----] engagements


""And while the US is import-reliant for more than ninety percent of its potash about eighty percent of those come from Canada." $IPI $MLP.v https://www.mining.com/whats-next-for-the-usgs-critical-mineral-list/ https://www.mining.com/whats-next-for-the-usgs-critical-mineral-list/"  
[X Link](https://x.com/DukeInShadows/status/1960045218474209477)  2025-08-25T18:22Z [---] followers, [----] engagements


"minuscule in the broad context of how much potash the U.S. needs not on returns.I'd take those returns as well $IPI + $SAGE.v (which isn't in production yet) would total 440k tonne per year of potash to market v. [--] million imported). obv there's other v. small domestic producers however broadly U.S. will always need imported potash at least in my lifetime. I'm no means an expert in $SAGE.v however from what I have read $MLP.v profile is better in nearly every capacity. https://twitter.com/i/web/status/1960576127681912843 https://twitter.com/i/web/status/1960576127681912843"  
[X Link](https://x.com/DukeInShadows/status/1960576127681912843)  2025-08-27T05:32Z [---] followers, [---] engagements


"@TheChabinator $MLP.v skyrocketing to ATH at the close $3 next"  
[X Link](https://x.com/DukeInShadows/status/1961159727536070959)  2025-08-28T20:11Z [---] followers, [---] engagements


"The future of $FFH.TO is bright. No one in Canada has a better view on the largest & most important market in the world. Marval Capitals Ben Watsa on the challenges of running an India-focused fund during Trumps trade war https://t.co/GcHtHGEybM Marval Capitals Ben Watsa on the challenges of running an India-focused fund during Trumps trade war https://t.co/GcHtHGEybM"  
[X Link](https://x.com/DukeInShadows/status/1962877744993243250)  2025-09-02T13:58Z [---] followers, [----] engagements


"1155% A brief reflection on $MLP.v $MLPNF"  
[X Link](https://x.com/DukeInShadows/status/1965048730278564343)  2025-09-08T13:45Z [---] followers, 18.5K engagements


"never seen a shareholder base loose their mind more than $CSU.to holders this past week. loll"  
[X Link](https://x.com/DukeInShadows/status/1971999663759954056)  2025-09-27T18:05Z [---] followers, [----] engagements


"@BambroughKevin @rekurencja agreed. exciting times for $MOLY w/ major catalysts in the near term"  
[X Link](https://x.com/DukeInShadows/status/1973413231822504411)  2025-10-01T15:42Z [---] followers, [---] engagements


""With growing populations and shrinking farmland boosting productivity is vitaland potash helps unlock it." $NTR $SAGE.V $IPI $MOS $MLP.V https://www.theassay.com/articles/from-copper-to-potash-emr-capitals-playbook-for-the-energy-transition/ https://www.theassay.com/articles/from-copper-to-potash-emr-capitals-playbook-for-the-energy-transition/"  
[X Link](https://x.com/DukeInShadows/status/1973775890749567288)  2025-10-02T15:43Z [---] followers, [----] engagements


"reminder that $NTR is flat for [--] years (-4%). The big "diversified" model (or as I call "diluted model") is breaking the problem is potash isnt really their focus. They constantly eat losses in Brazil due to poor economics have billion-dollar capex cycles layers of bureaucracy and slow pivots its an increasingly tough setup in todays environment. Just look at Jansen or $MOS announcement today. Meanwhile some pure plays with lean capex agility better locations stronger geology and focused world-class teams keep showing why they can outperform. This trend will only accelerate $MLP.v @MLPotash"  
[X Link](https://x.com/DukeInShadows/status/1976675546927911329)  2025-10-10T15:45Z [---] followers, [----] engagements


"Well the sagas finally over. Credit to Waterous in getting this asset in play in such a tough oil market. Strathcona should walk away with a $300M gain on its $MEG investment. For $SCR.TO shareholders it was the right call. But lets be real$MEG shareholders lost here. Sub-$60 oil didnt help but Im sure the $MEG boards reckless and negligent decisions will end up in business school case studies. #1 - $scr.to terminates take over bid for $meg.to - due to the series of anti-competitive actions taken by the MEG board its impractical & not in the best interest of SCR SHs to make an improved offer"  
[X Link](https://x.com/DukeInShadows/status/1976844016042803257)  2025-10-11T02:55Z [---] followers, [----] engagements


"$MLP.v BA-004s thickness is comparable to the best hole so far (BA-001-EXT) with grade slightly higher than the '24 MRE average. Millennial Potash Intersects 101.45m Cumulative Potash Thickness of High-Grade Carnallitite Mineralization in Drillhole BA-004 at its Banio Potash Project in Gabon 🔗 To News Release: https://t.co/E68949dnjb ( $MLP.v  $MLPNF  #X0D) #Potash #Gabon https://t.co/Jo5YzZRKdw Millennial Potash Intersects 101.45m Cumulative Potash Thickness of High-Grade Carnallitite Mineralization in Drillhole BA-004 at its Banio Potash Project in Gabon 🔗 To News Release:"  
[X Link](https://x.com/DukeInShadows/status/1978100281104601465)  2025-10-14T14:07Z [---] followers, [---] engagements


"$MOLY trading at 13% of NPV"  
[X Link](https://x.com/DukeInShadows/status/1978103811655840019)  2025-10-14T14:21Z [---] followers, [---] engagements


"$MOLY great primer on Greenland Resources for those reading up https://www.streetwisereports.com/article/2025/07/10/trump-eyes-greenland-again-as-mining-projects-gain-momentum.html#::text=The%20article%20further%20emphasized%20theinvestors%20bold%20enough%20to%20act https://www.streetwisereports.com/article/2025/07/10/trump-eyes-greenland-again-as-mining-projects-gain-momentum.html#::text=The%20article%20further%20emphasized%20theinvestors%20bold%20enough%20to%20act"  
[X Link](https://x.com/DukeInShadows/status/1978796817698680961)  2025-10-16T12:15Z [---] followers, [---] engagements


"I tend to agree. the molybdenum market has been in a deficit (where global usage outstripped production) for going on five years. China Chile and Peru control the market Europe has no production yet huge demand. $MOLY @ShiffmanRuben Molybdenum price is due to explode upward. You have patient shareholders. Time is on our side. @ShiffmanRuben Molybdenum price is due to explode upward. You have patient shareholders. Time is on our side"  
[X Link](https://x.com/DukeInShadows/status/1979170538489782756)  2025-10-17T13:00Z [---] followers, [----] engagements


"$MOLY interesting that Europe steel demand set to grow nearly twice as fast as the US next year. increased infrastructure and defence spending set to be the primary catalyst. https://worldsteel.org/media/press-releases/2025/worldsteel-short-range-outlook-october-2025/ https://worldsteel.org/media/press-releases/2025/worldsteel-short-range-outlook-october-2025/"  
[X Link](https://x.com/DukeInShadows/status/1979258909677289620)  2025-10-17T18:51Z [---] followers, [---] engagements


"I've said it before.but the fact we are so close to the U.S. helps us even if on almost all metric we are less competitive then them the way these Western European governments think is completely non sensical. having recently spent time in these countries they are a ticking time bomb.uk only the first. Norway Spain Italy are coming unless massive reform and ideology shifts"  
[X Link](https://x.com/DukeInShadows/status/1979586929021550907)  2025-10-18T16:34Z [---] followers, [---] engagements


"@StockMKTNewz removing all judgement and decision making from the process.as soon as self driving tech becomes common place these will 1000x be robots"  
[X Link](https://x.com/DukeInShadows/status/1981452675532091412)  2025-10-23T20:08Z [---] followers, [----] engagements


"Wild timing the U.S. is tightening sanctions on Russia (its #2 potash supplier) just as Canadas big producers and policymakers push to diversify. The U.S. needs stable high-quality supply more than ever especially across the Midwest. $NTR $IPI $MOS $SAGE.V https://thehill.com/homenews/administration/5567965-trump-administration-russia-sanctions/ Canada is basically Americas only lifeline for potash The United States produces just 9% of the worlds nitrogen and 8% of global phosphate. In potash It barely registers. Thats why those just hit the Critical Minerals list. Washington finally admitted"  
[X Link](https://x.com/DukeInShadows/status/1981704729609564434)  2025-10-24T12:50Z [---] followers, [---] engagements


"@biancoresearch boomers dont trust a market they no longer understand"  
[X Link](https://x.com/DukeInShadows/status/1982848655628579220)  2025-10-27T16:35Z [---] followers, [---] engagements


"@OPMWire GIC has there hands on so many Canadian companies real estate aswell. Thats insane"  
[X Link](https://x.com/DukeInShadows/status/1982947395857199365)  2025-10-27T23:07Z [---] followers, [---] engagements


"what the U.S. really needs is the oil of Alberta. everything else not so much. potash the U.S. is transitioning to domestic players like $SAGE.V & $IPI & Michigan Potash or more stable supply like $MLP.V the automotive sector has been dying for some time - theres no incentive. Canada will soon flood the market in China EVs anyways. Alberta by far has the most leverage and is really interesting as it starts to diverge from the rest of Canada's horrible foreign policy"  
[X Link](https://x.com/DukeInShadows/status/1983219622368207003)  2025-10-28T17:09Z [---] followers, [---] engagements


"$MOLY Ruben buys more stock during yesterdays correction"  
[X Link](https://x.com/DukeInShadows/status/1983222282399977879)  2025-10-28T17:20Z [---] followers, [---] engagements


"massive open for silver miners ahead of fed announcement $APGO.V $DSV"  
[X Link](https://x.com/DukeInShadows/status/1983548872313197014)  2025-10-29T14:57Z [---] followers, [---] engagements


"I still think visibility is whats holding back $FFH.TO. Look at Berkshire in the 90s Buffetts talks books and media created real inflows. Fairfax has always kept to itself which has its virtues but staying misunderstood forever is a drag. Excited that @MrDavidThomas book might help change that. What is Berkshire Hathaways biggest problem today Its size. Was there anything Buffett could have done to mitigate this problem (hint - think buybacks) That is the topic we explore in our post today - click the link for more. $BRK $FFH.TO $FRFHF https://t.co/7tSPgd09ht What is Berkshire Hathaways"  
[X Link](https://x.com/DukeInShadows/status/1983618077926338866)  2025-10-29T19:32Z [---] followers, [----] engagements


"@pjreddy few are truly aligned. and those companies run by crazy aligned leaders think $FFH.TO or $SCR.TO or even $DIR.TO if im remembering correctly.you never want to own a misaligned stock EVER AGAIN"  
[X Link](https://x.com/DukeInShadows/status/1983620100285669802)  2025-10-29T19:41Z [---] followers, [---] engagements


"U.S. farmers going from zero soybean production for China to $12B worth in two months. Unprecedented $MLP.V $SAGE.V https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/ https://www.whitehouse.gov/fact-sheets/2025/11/fact-sheet-president-donald-j-trump-strikes-deal-on-economic-and-trade-relations-with-china/"  
[X Link](https://x.com/DukeInShadows/status/1985364652314825117)  2025-11-03T15:13Z [---] followers, [---] engagements


"@ahmed_baokbah been many crashes since Concorde. National Airlines Flight [---] in [----] for example even this year Air India Flight 171"  
[X Link](https://x.com/DukeInShadows/status/1986098317806215271)  2025-11-05T15:48Z [---] followers, 16K engagements


"the canadian budget's new "industrial carbon pricing system" will be net negative for the potash sector. higher compliance costs for an industry that competes globally. these increased costs will force producers to pass on more costs to consumers. doesn't help that every major potash mine in canada (who care's more about the environment than any other country) uses the dirtier form of production that being underground mining rather than the more environmentally-friendly solution mining. bullish for non-canadian produced potash $IPI $MLP.V $SAGE.V"  
[X Link](https://x.com/DukeInShadows/status/1986115422966472730)  2025-11-05T16:56Z [---] followers, [--] engagements


"@ACIPartnerhship I quite like the head start $FFH.TO has over $BN and $ONEX.TO just trying to get into it now"  
[X Link](https://x.com/DukeInShadows/status/1987937001627103416)  2025-11-10T17:34Z [---] followers, [---] engagements


"$MLP.V https://motherlodetv.net/index.php/2025/11/09/millennial-potash-on-the-rails-for-massive-potash-in-gabon/ https://motherlodetv.net/index.php/2025/11/09/millennial-potash-on-the-rails-for-massive-potash-in-gabon/"  
[X Link](https://x.com/DukeInShadows/status/1987943587800097053)  2025-11-10T18:01Z [---] followers, [---] engagements


"$FFH.TO hasn't been this cheap since Q4 2023"  
[X Link](https://x.com/DukeInShadows/status/1987949895286727044)  2025-11-10T18:26Z [---] followers, [----] engagements


"Commodities cheap in real terms $BCOM"  
[X Link](https://x.com/DukeInShadows/status/1987961732946423844)  2025-11-10T19:13Z [---] followers, [---] engagements


"Most may not know realize that Stephen Smith & Toronto-based Peloton Capital Mgmt. control proxy-advisory firm Glass Lewis. Essentially a duopoly who make "recommendations" to asset managers on how to vote on issues such as ESG and corp. pay packages. Musk has called them corporate terrorists". Whether you agree or not it's clear they're influence is wide ranging and has gone unchecked for decades https://www.wsj.com/finance/regulation/trump-executive-order-proxy-index-fund-votes-638f396est=kdGEzW"  
[X Link](https://x.com/DukeInShadows/status/1988645866480058495)  2025-11-12T16:31Z [---] followers, [--] engagements


"@teechongyen @long_equity $FFH.TO"  
[X Link](https://x.com/DukeInShadows/status/1989801114938872118)  2025-11-15T21:02Z [---] followers, [---] engagements


"@simonsarris Id think rural NH would have meaningfully more families than the urban cores though maybe not young families Its interesting how New England birth rates look so different from the even the Midwest"  
[X Link](https://x.com/DukeInShadows/status/1991179151072489835)  2025-11-19T16:17Z [---] followers, [----] engagements


"@RockBtmEntries @MLPotash in periods like this quality matters. $MLP.V is the definition of quality"  
[X Link](https://x.com/DukeInShadows/status/1991937364739133732)  2025-11-21T18:30Z [---] followers, [---] engagements


"the inflows into commodities & mining are in the second inning"  
[X Link](https://x.com/DukeInShadows/status/1991940502783250563)  2025-11-21T18:43Z [---] followers, [---] engagements


"@hedge_simply @DutchInvestors $FRFHF truly created their own unique philosophy. unlike $MKL they intentionally avoided leaching onto the $BRK bandwagon. highly recommend Dave Thomas's new book on prem"  
[X Link](https://x.com/DukeInShadows/status/1992313674623844392)  2025-11-22T19:26Z [---] followers, [---] engagements


"@MinerDeck @Lithium_ARG @UnitedLithium @Almonty_ @corp_apollo @ArizonaSonoran @AZM_Azimut @IntrepidMetals @AurionResources $MLP.V $MOLY $APGO.V"  
[X Link](https://x.com/DukeInShadows/status/1992990602946826409)  2025-11-24T16:16Z [---] followers, [---] engagements


"$FFH.TO big news today for Fairfax as it is added to the TSX60 as well as trims its half its $ORLA stake. https://www.mining.com/orla-mining-plunges-as-fairfax-trims-stake/ https://www.marketscreener.com/news/an-undisclosed-buyer-acquired-7-35-stake-in-orla-mining-ltd-from-fairfax-financial-holdings-limite-ce7d51dcd08df120 https://www.mining.com/orla-mining-plunges-as-fairfax-trims-stake/ https://www.marketscreener.com/news/an-undisclosed-buyer-acquired-7-35-stake-in-orla-mining-ltd-from-fairfax-financial-holdings-limite-ce7d51dcd08df120"  
[X Link](https://x.com/DukeInShadows/status/1997076177006076159)  2025-12-05T22:50Z [---] followers, [--] engagements


"Trump Threatens Tariffs on Canadian Fertilizer $NTR $MOS $MLP.V $SAGE https://www.bloomberg.com/news/videos/2025-12-08/trump-threatens-severe-tariffs-on-canadian-fertilizer-video https://www.bloomberg.com/news/videos/2025-12-08/trump-threatens-severe-tariffs-on-canadian-fertilizer-video"  
[X Link](https://x.com/DukeInShadows/status/1998162194559893866)  2025-12-08T22:46Z [---] followers, [---] engagements


"the problem is K Cars on American roads are a death sentence. Notice how you don't see [-----] pound lifted Hummer's and F-350s in the photos in Japan. Perhaps as a city vehicle this could work but as majority of America is built around highways and suburbs fatality rates would be through the roof https://twitter.com/i/web/status/1999958316202520992 https://twitter.com/i/web/status/1999958316202520992"  
[X Link](https://x.com/DukeInShadows/status/1999958316202520992)  2025-12-13T21:43Z [---] followers, [--] engagements


"@jackprandelli Dont forget potash in Gabon"  
[X Link](https://x.com/DukeInShadows/status/2000297367405531551)  2025-12-14T20:10Z [---] followers, [----] engagements


"CPP (Canada Pension Plan) now has $1 Trillion of unfunded liabilities.this is going to play out just like California Completely unsustainable"  
[X Link](https://x.com/DukeInShadows/status/2002190036209664183)  2025-12-20T01:31Z [---] followers, [---] engagements


"@BrownMarubozu @benwatsa what's the rationale for Vimeo security/ IP reasons had some great content on it but if its not on Spotify/YouTube I'm afraid the distribution will be quite poor"  
[X Link](https://x.com/DukeInShadows/status/2002229571723104722)  2025-12-20T04:08Z [---] followers, [---] engagements


"Property taxes sit at the fault line between liberty and obligation. Ben Franklin might argue they are the price we pay for the civic order that makes ownership meaningful.not mere possession. Plato would warn that land held without contributing to the polis risks a decay of virtue since property exists to serve the common good rather than stand apart from it. Yet the anger is rational toowhen taxes feel detached from services or fairness they resemble rent paid to the state rather than shared stewardship. Id propose the real question isnt whether property should be taxed but whether the tax"  
[X Link](https://x.com/DukeInShadows/status/2003562732616843286)  2025-12-23T20:25Z [---] followers, [---] engagements


"Norway out here printing money. Single handedly supporting the EU from its disastrous energy policy"  
[X Link](https://x.com/DukeInShadows/status/2005006771350634523)  2025-12-27T20:04Z [---] followers, [---] engagements


"why is European productivity so poor why is Europe becoming less relevant on the global stage because others want it more. countries where cultural prestige is attached to ambition and hours worked are higher like Singapore S. Korea or the U.S. will continue to take jobs from the Dutch/Danish/etc. (the work life balance crowd) economics dictate this. it's just math"  
[X Link](https://x.com/DukeInShadows/status/2008215255139185112)  2026-01-05T16:33Z [---] followers, [----] engagements


"@tenskgaming @The_TUC the TFR to productivity relationship is v. interesting. the most productive countries almost always have lowest TFR. Israel and in a lesser way France is an outlier the rest are depressingly on the extremes"  
[X Link](https://x.com/DukeInShadows/status/2008259248502043111)  2026-01-05T19:28Z [---] followers, [--] engagements


"@bobbyfijan POV: Tel Aviv"  
[X Link](https://x.com/DukeInShadows/status/2010424595543986501)  2026-01-11T18:52Z [---] followers, [--] engagements


"$FFH.TO trading 300% of its avg. volume today"  
[X Link](https://x.com/DukeInShadows/status/2010827795044131191)  2026-01-12T21:34Z [---] followers, [--] engagements


"$MKO.V looks to have a record [----]. Q4 earnings (April) should be strong yet the story still remains understudied. Forward production and cash flow imply seriously attractive margins regardless of gold price. Let's keep the relentless execution going @AkibaLeisman $MKO Mako Mining Announces Q4 [----] Production Results Generating Record Gold Revenue of Approximately US$ [--] million . https://t.co/cl8F23lbB7 $MKO Mako Mining Announces Q4 [----] Production Results Generating Record Gold Revenue of Approximately US$ [--] million . https://t.co/cl8F23lbB7"  
[X Link](https://x.com/DukeInShadows/status/2011120099588006306)  2026-01-13T16:56Z [---] followers, [----] engagements


"@Kalshi bout to book my flight"  
[X Link](https://x.com/DukeInShadows/status/2012253161604415830)  2026-01-16T19:58Z [---] followers, [---] engagements


"@inthemoneypod @barometerca rates going up over the LT seems v. unlikely given the current level of gov debt"  
[X Link](https://x.com/DukeInShadows/status/2012289630553391118)  2026-01-16T22:23Z [---] followers, [---] engagements


"@Mark_J_Perry what's the commonality here"  
[X Link](https://x.com/DukeInShadows/status/2015504901896311159)  2026-01-25T19:19Z [---] followers, [---] engagements


"this is when the mining investors retreat and the mining marketers emerge from hibernation"  
[X Link](https://x.com/DukeInShadows/status/2015968284483428616)  2026-01-27T02:01Z [---] followers, [--] engagements


"Its often the case of correct observation followed by incorrect action. The right behavior is understood in theory but acting on it is constrained. the herd dynamics of the bay street managers make long-term optimization difficult. From the outside the irony is hard to miss. Incentives beat intelligence ALWAYS. https://twitter.com/i/web/status/2016349480468037964 https://twitter.com/i/web/status/2016349480468037964"  
[X Link](https://x.com/DukeInShadows/status/2016349480468037964)  2026-01-28T03:15Z [---] followers, [---] engagements


"huge buying activity from $APGO.V $APGO this morning"  
[X Link](https://x.com/DukeInShadows/status/1970144135048028516)  2025-09-22T15:12Z [---] followers, [---] engagements


"$FFH.TO buybacks about to go crazy this quarter"  
[X Link](https://x.com/DukeInShadows/status/1985378223694204978)  2025-11-03T16:07Z [---] followers, [----] engagements


"@BrownMarubozu @BarrySchwartzBW @inthemoneypod @baystreetamber bizarre. barry seems to talk alot about loving decentralized orgs contrarian stories yet his fund is basically a generic S&P indexer $GOOG $AAPL $MSFT $NFLX are his biggest positions. not sure why people give his takes so much weight"  
[X Link](https://x.com/DukeInShadows/status/1995959884928745936)  2025-12-02T20:54Z [---] followers, [---] engagements


"@barometerca @inthemoneypod fsure fiscal steepening is only accelerating"  
[X Link](https://x.com/DukeInShadows/status/2012941228090822921)  2026-01-18T17:32Z [---] followers, [--] engagements


"Good meme. But its true Canadian securities enforcement is structurally broken. Beyond being underfunded understaffed theyre trapped in weak court systems. The incentive there means only going after the biggest most obvious cases. And MEGs board did everyone they could ask to warrant this. https://twitter.com/i/web/status/1984271451772305684 https://twitter.com/i/web/status/1984271451772305684"  
[X Link](https://x.com/DukeInShadows/status/1984271451772305684)  2025-10-31T14:49Z [---] followers, [--] engagements


"$MOLY huge news from @ShiffmanRuben in an up-listing to the main exchange will increase the visibility and liquidity of the world's premier molybdenum development https://www.businesswire.com/news/home/20251202714561/en/Greenland-Resources-to-List-on-the-Toronto-Stock-Exchange https://www.businesswire.com/news/home/20251202714561/en/Greenland-Resources-to-List-on-the-Toronto-Stock-Exchange"  
[X Link](https://x.com/DukeInShadows/status/1995987957937827909)  2025-12-02T22:46Z [---] followers, [---] engagements


"It will be interesting to see how successful Bill Ackmans $HHH and Bruce Flatts $BN move into insurance ultimately is. Float is one of those easy to understand very hard to execute concepts. Many have tried to replicate what $BRK and $FFH.TO have done. You dont know most of their namessurvivorship bias does that. Fairfax has the real moat here. Try starting an insurance holdco tomorrow and see how long it takes to build underwriting discipline trust and culture. You could argue Ackman is attempting that in real time. Long-term $FFH holders know the lesson set was expensive and learned over"  
[X Link](https://x.com/DukeInShadows/status/2001778178772070698)  2025-12-18T22:14Z [---] followers, [----] engagements


"$FFH.TO big news today for Fairfax as it is added to the TSX60 as well as trims half it's $ORLA stake. https://www.mining.com/orla-mining-plunges-as-fairfax-trims-stake/ https://www.marketscreener.com/news/an-undisclosed-buyer-acquired-7-35-stake-in-orla-mining-ltd-from-fairfax-financial-holdings-limite-ce7d51dcd08df120 https://www.mining.com/orla-mining-plunges-as-fairfax-trims-stake/ https://www.marketscreener.com/news/an-undisclosed-buyer-acquired-7-35-stake-in-orla-mining-ltd-from-fairfax-financial-holdings-limite-ce7d51dcd08df120"  
[X Link](https://x.com/DukeInShadows/status/1997076336859291969)  2025-12-05T22:51Z [---] followers, [----] engagements


"those helicopters save time until they don't I tracked every billionaire who died in the last decade. [---] deaths. $2.17 trillion in wealth. [--] helicopter crashes. Here's what I found. https://t.co/t8KAd6ZRgd I tracked every billionaire who died in the last decade. [---] deaths. $2.17 trillion in wealth. [--] helicopter crashes. Here's what I found. https://t.co/t8KAd6ZRgd"  
[X Link](https://x.com/DukeInShadows/status/2018535769682653344)  2026-02-03T04:03Z [---] followers, [---] engagements


"$FFH.TO Q3 can be summarized as: BV per share up 15% YTD combined ratio of 92% and a shit load of buybacks. & keep them coming"  
[X Link](https://x.com/DukeInShadows/status/1986564653648941379)  2025-11-06T22:41Z [---] followers, [----] engagements


"$FFH.TO https://t.co/3j6KcihOVx https://t.co/3j6KcihOVx"  
[X Link](https://x.com/DukeInShadows/status/1986572796088991787)  2025-11-06T23:13Z [---] followers, [----] engagements


"$FFH.TO Earnings Call Highlights Weve only had two quarters with a higher underwriting profit both Q4s of the last two years. We do see softening in the market but its not a soft market. With markets where they are were staying conservative 17% in cash big in gov bonds earning a nice return while we wait for opportunities. While we hope our presidents live forever sometimes its not the case Premium Trends: Global (re) up low single digits; International headline down on Gulf timing but ex-Gulf up 10%; Zenith premium +10% on workers comp and ag. Cat Losses: Q3 benefitted from lower cats third"  
[X Link](https://x.com/DukeInShadows/status/1986805696441045214)  2025-11-07T14:39Z [---] followers, [----] engagements


"$FFH.TO Q3 Equity Portfolio Changes Include reducing $BB and $VOO holdings It's largest holding visible on Dataroma is $ORLA up 105% this yr"  
[X Link](https://x.com/DukeInShadows/status/1989436386169029102)  2025-11-14T20:52Z [---] followers, [----] engagements


"@GoingToADollar With all due respect Green River is not economical. currently has insufficient exploration to define a Mineral Resource. If youre wanting to burn money be my guest. green river gives brazil potash a run for its money. Hahaha"  
[X Link](https://x.com/DukeInShadows/status/1991272644054835416)  2025-11-19T22:29Z [---] followers, [---] engagements


"one of my favourite lines from Nick Sleep's partnership letters on opportunity costs. $FFH.TO $BRK $COST $AMZN $MLP.V"  
[X Link](https://x.com/DukeInShadows/status/2001014333065838799)  2025-12-16T19:39Z [---] followers, [----] engagements

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