#  @MPelletierCIO Martin Pelletier Martin 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. ### Engagements: [-------] [#](/creator/twitter::220203225/interactions)  - [--] Week [-------] +10% - [--] Month [---------] -5.20% - [--] Months [----------] +102% - [--] Year [----------] -2.70% ### Mentions: [--] [#](/creator/twitter::220203225/posts_active)  - [--] Week [---] -23% - [--] Month [---] +20% - [--] Months [-----] +99% - [--] Year [-----] -7.20% ### Followers: [------] [#](/creator/twitter::220203225/followers)  - [--] Week [------] +0.08% - [--] Month [------] +2.50% - [--] Months [------] +13% - [--] Year [------] +22% ### CreatorRank: [------] [#](/creator/twitter::220203225/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #1288 [countries](/list/countries) 22.64% [stocks](/list/stocks) #1779 [cryptocurrencies](/list/cryptocurrencies) #824 [technology brands](/list/technology-brands) 4.4% [automotive brands](/list/automotive-brands) 3.77% [travel destinations](/list/travel-destinations) 2.52% [exchanges](/list/exchanges) 1.26% [luxury brands](/list/luxury-brands) 1.26% [financial services](/list/financial-services) 1.26% **Social topic influence** [canada](/topic/canada) #288, [silver](/topic/silver) #1139, [in the](/topic/in-the) #5227, [ai](/topic/ai) #4179, [copper](/topic/copper) #164, [business](/topic/business) #2568, [gold](/topic/gold) 5.03%, [ceo](/topic/ceo) #725, [more than](/topic/more-than) #2033, [debt](/topic/debt) #66 **Top accounts mentioned or mentioned by** [@oliver_trpcic](/creator/undefined) [@michellmybelle](/creator/undefined) [@krysjohn](/creator/undefined) [@topalliedaceww1](/creator/undefined) [@bnnbloomberg](/creator/undefined) [@mileslunn](/creator/undefined) [@johnmaher0](/creator/undefined) [@cyncyty66](/creator/undefined) [@jasonvoorhees_z](/creator/undefined) [@stratanalytica](/creator/undefined) [@dont_youthink](/creator/undefined) [@olivertrpcic](/creator/undefined) [@drjacobsrad](/creator/undefined) [@markjcarney](/creator/undefined) [@trivestwapc](/creator/undefined) [@justinczternast](/creator/undefined) [@notbadbradley](/creator/undefined) [@thedave2006](/creator/undefined) [@princeof416](/creator/undefined) [@learningdan](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [BHP Group Limited (BHP)](/topic/$bhp) [Strategy (MSTR)](/topic/$mstr) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AT&T Inc. (T)](/topic/$t) [DoorDash Inc. (DASH)](/topic/doordash) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Honeywell International Inc (HON)](/topic/honeywell) [Heroes of NFT (HON)](/topic/$hon) ### Top Social Posts Top posts by engagements in the last [--] hours "A man of the people they said. Look at all of those solar panels and net zero heating. The fact that so many got fooled by this man and the exact same thing is happening with Carney. The only one winning at the end of their terms are themselves. Fool me once shame on you fool me twice shame on me. Justin Trudeau is reportedly moving back to Montreal after buying a $4.26M home in Outremont. Built in [----] on a [----] sq m lot reports say it was valued around $5.99M but sold for $4.26M. https://t.co/yZq50lhTIL Justin Trudeau is reportedly moving back to Montreal after buying a $4.26M home in" [X Link](https://x.com/MPelletierCIO/status/2021776565923901750) 2026-02-12T02:41Z 69.9K followers, 75K engagements "We started building a large position for clients on the tax loss selling in November/December [----]. The best among the telcos in our opinion. Also own it personally. $T Telus. Wow Former CEO of CIBC Victor Dodig becoming the CEO underperforming telco Telus He will take the reins in July at a time when $T.to has been plumbing around 13-year lows and investor angst around the dividend (8.6% yield) We rarely (never) see this kind of comeback from a Wow Former CEO of CIBC Victor Dodig becoming the CEO underperforming telco Telus He will take the reins in July at a time when $T.to has been" [X Link](https://x.com/MPelletierCIO/status/2021948184537518387) 2026-02-12T14:03Z 69.9K followers, 14K engagements "Housing market is toast. Going down AND currency debasement. Worst case scenario. BREAKING: US home sales fell -8.4% in January the biggest monthly decline since February [----]. BREAKING: US home sales fell -8.4% in January the biggest monthly decline since February 2022" [X Link](https://x.com/MPelletierCIO/status/2021990696765600101) 2026-02-12T16:52Z 69.9K followers, 53.4K engagements "Saudi Aramco CEO Amin Nasser stated that they expect oil demand in the second half of [----] to be more than [--] million barrels per day higher than in the first half. h/t @joshyoung https://www.cnbc.com/2025/08/05/saudi-aramco-q2-earnings-2025.html https://www.cnbc.com/2025/08/05/saudi-aramco-q2-earnings-2025.html" [X Link](https://x.com/MPelletierCIO/status/1952754490542895455) 2025-08-05T15:32Z 69.8K followers, [----] 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](https://x.com/MPelletierCIO/status/1991898181240787021) 2025-11-21T15:55Z 69.8K followers, 36.8K engagements "What a chart. Cruise control. Get a public sector job in Canada and set it on cruise control and coast until that defined benefit pension plan arrives. Canada faces a Productivity Emergency in part because of the decline in Public Sector productivity. Note: this was NOT always the case Productivity growth is the only sustainable way to improve the standard of living of Canada's Working Class. All of us should demand better. https://t.co/idLCeGhbC1 Canada faces a Productivity Emergency in part because of the decline in Public Sector productivity. Note: this was NOT always the case Productivity" [X Link](https://x.com/MPelletierCIO/status/2001133187536142530) 2025-12-17T03:31Z 69.8K followers, 17.7K engagements "My God what the hell is Carney doing JUST IN: China is urging Canada to distance itself from the United States as Prime Minister Mark Carney arrives in Beijing. State media is calling on Ottawa to move away from its U.S. alliance and adopt what China describes as strategic autonomy. https://t.co/1j39N0MlCL JUST IN: China is urging Canada to distance itself from the United States as Prime Minister Mark Carney arrives in Beijing. State media is calling on Ottawa to move away from its U.S. alliance and adopt what China describes as strategic autonomy. https://t.co/1j39N0MlCL" [X Link](https://x.com/MPelletierCIO/status/2011461131085529102) 2026-01-14T15:31Z 69.8K followers, 857.9K engagements "Should I buy copper 🤔" [X Link](https://x.com/MPelletierCIO/status/2011645498223104157) 2026-01-15T03:43Z 69.8K followers, [----] engagements "I'm looking at putting a short-Carney trade together. Stay tuned" [X Link](https://x.com/MPelletierCIO/status/2014366776512196993) 2026-01-22T15:57Z 69.8K followers, 18.6K engagements "What's funny is that Carney/Trudeau LPC government still doing this exact same stuff. And the voters keep supporting it. 🚨 JUST IN: In a bombshell speech German Chancellor Friedrich Merz just called the EUROPEAN UNION A COMPLETE FAILURE in front of global elites by stating "Germany and Europe have wasted incredible potential. We have become the world champion of over-regulation and zero growth." https://t.co/0BXk5C29EY 🚨 JUST IN: In a bombshell speech German Chancellor Friedrich Merz just called the EUROPEAN UNION A COMPLETE FAILURE in front of global elites by stating "Germany and Europe" [X Link](https://x.com/MPelletierCIO/status/2014442113736573208) 2026-01-22T20:56Z 69.8K followers, 17.4K engagements "This tells you everything" [X Link](https://x.com/MPelletierCIO/status/2015154895553532334) 2026-01-24T20:09Z 69.8K followers, 30.1K engagements "USMCA is toast this June. Carney just pissed off our largest trading partner ahead of negotiations. Lets hope he gets his majority soon so he can back off. CANADA PM CARNEY SAYS REVIEW OF USMCA TRADE DEAL WILL BE ROBUST CARNEY SAYS SOME OF TRUMP'S RECENT COMMENTS SHOULD BE VIEWED IN CONTEXT OF USMCA REVIEW CANADA PM CARNEY SAYS REVIEW OF USMCA TRADE DEAL WILL BE ROBUST CARNEY SAYS SOME OF TRUMP'S RECENT COMMENTS SHOULD BE VIEWED IN CONTEXT OF USMCA REVIEW" [X Link](https://x.com/MPelletierCIO/status/2015806457938329620) 2026-01-26T15:18Z 69.8K followers, 382.5K engagements "Very low risk but huge impact tail risk event for Canada. Looks like majority of Albertans more than happy with Carneys MOU. CAD dollar and Cdn bond yields indicating as much. Alberta - Support For Independence: Oppose: 72% Support: 28% Ipsos / Jan [--] [----] Alberta - Support For Independence: Oppose: 72% Support: 28% Ipsos / Jan [--] 2026" [X Link](https://x.com/MPelletierCIO/status/2016009905082400921) 2026-01-27T04:46Z 69.8K followers, [----] engagements "The elbows up insulting @realDonaldTrump is working its magic. Carney killing it among Canadians. Good news for our dollar and bond yields. For now. June isnt that far away though. Mark Carney's approval ratings look like nothing else in the modern era https://t.co/hyk8RGdnOs https://t.co/6DzIaz8p4v Mark Carney's approval ratings look like nothing else in the modern era https://t.co/hyk8RGdnOs https://t.co/6DzIaz8p4v" [X Link](https://x.com/MPelletierCIO/status/2016010560828330022) 2026-01-27T04:49Z 69.8K followers, [----] engagements "Meanwhile. JUST IN - Y Combinator the US startup incubator behind companies like DoorDash Airbnb and Coinbase has removed Canada from a list of countries where it will invest - BBG JUST IN - Y Combinator the US startup incubator behind companies like DoorDash Airbnb and Coinbase has removed Canada from a list of countries where it will invest - BBG" [X Link](https://x.com/MPelletierCIO/status/2016161631005549040) 2026-01-27T14:49Z 69.8K followers, [----] engagements "We've chosen $BHP as our horse in the race. Copper is now the biggest earnings driver for major miners in [----] copper could make up 35% of diversified miners EBITDA up 14% from eight years ago reshaping sector earnings and strategy. Rio Tinto stands out having lifted copper output by 54% since [----] with Oyu Tolgoi https://t.co/0nvyJ4lXKb Copper is now the biggest earnings driver for major miners in [----] copper could make up 35% of diversified miners EBITDA up 14% from eight years ago reshaping sector earnings and strategy. Rio Tinto stands out having lifted copper output by 54% since 2019" [X Link](https://x.com/MPelletierCIO/status/2016905477725310992) 2026-01-29T16:05Z 69.8K followers, [----] engagements "Kaboom Recent new position for clients. $HON Honeywell CEO: "We concluded [----] with strong results.Orders grew 23% stemming from robust demand in the Aerospace Tech & Energy & Sustainability Solutions segments.As a result we exited [----] with a record backlog of over $37B which positions us well for 2026" $HON: +0.2% PM https://t.co/fYH9R8LJow Honeywell CEO: "We concluded [----] with strong results.Orders grew 23% stemming from robust demand in the Aerospace Tech & Energy & Sustainability Solutions segments.As a result we exited [----] with a record backlog of over $37B which positions us well for" [X Link](https://x.com/MPelletierCIO/status/2016938773947568290) 2026-01-29T18:17Z 69.8K followers, [----] engagements "Bombardier. Quebec has to be upset with this" [X Link](https://x.com/MPelletierCIO/status/2017054725708140681) 2026-01-30T01:58Z 69.8K followers, 87.4K engagements "Very very dangerous position to be taking. John Manley on Canada moving on from CUSMA: "I think we did perfectly well before we had the Canada-US free trade agreement. It came into effect in [----]. We were a very successful country at that point . We'd like to have it. We don't need it. We can move on without it." https://t.co/QwBdATh1U4 John Manley on Canada moving on from CUSMA: "I think we did perfectly well before we had the Canada-US free trade agreement. It came into effect in [----]. We were a very successful country at that point . We'd like to have it. We don't need it. We can move on" [X Link](https://x.com/MPelletierCIO/status/2017055492120727740) 2026-01-30T02:01Z 69.8K followers, 20.6K engagements "Warsh has historically argued that asset prices are too elevated because of years of ultraeasy monetary policy. He believes the Fed should tighten financial conditions even if that means stocks fall credit spreads widen and the wealth effects reverse. This is because lower asset prices reduce demand in the economy which then allows the Fed to cut rates without reigniting inflation. Interesting to see how the market reacts tomorrow. Warsh will get you a lot of cuts but you might not like how we there. Warsh will get you a lot of cuts but you might not like how we there" [X Link](https://x.com/MPelletierCIO/status/2017062804667408886) 2026-01-30T02:30Z 69.8K followers, 127.3K engagements "Even though Bombardier no longer makes commercial jets it still manufactures business jets and those are the aircraft Trump is targeting. His announcement explicitly mentions Bombardier Global Express / Global series jets as subject to decertification and tariffs if Canada does not certify Gulfstream models. https://twitter.com/i/web/status/2017065232779362805 https://twitter.com/i/web/status/2017065232779362805" [X Link](https://x.com/MPelletierCIO/status/2017065232779362805) 2026-01-30T02:40Z 69.8K followers, [----] engagements "Canada's equity market (S&P TSX) was an outperformer last year because of this. Maybe not so much in 2026" [X Link](https://x.com/MPelletierCIO/status/2017321523657511017) 2026-01-30T19:38Z 69.8K followers, [----] engagements "Added to positions for clients today. $AEM $BHP" [X Link](https://x.com/MPelletierCIO/status/2017321743300633087) 2026-01-30T19:39Z 69.8K followers, [----] engagements "OK so this means they blow out their only remaining asset on their balance sheet - MBS - and push mortgage rates higher. Tell me Kevin how this is going to help Main Street. The alternative is to keep the MBS on book print money and buy US bills that will in turn accelerate the sell off in the USD and send gold and silver higher. If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of Fed Chair I think this clip might give you a sense of it. (This is from late October.) https://t.co/bThKqh4azR If you want a guess" [X Link](https://x.com/MPelletierCIO/status/2017326667950395523) 2026-01-30T19:58Z 69.8K followers, [----] engagements "While spec levered longs got hit hard on Friday with the largest on day drop in silvers history Shanghai is quietly flashing a warning signal for the global silver market. New CEIC data shows physical silver inventories at the Shanghai Futures Exchange dropped sharply from [-----] tons [-----] tons in just one day (Jan 2930). Thats a meaningful draw for one of the worlds most important delivery hubs and reinforces a trend of tightening physical supply. This decline follows other recent reports of falling SHFE silver stockpiles pointing to sustained stress in the physical market. Analysts have" [X Link](https://x.com/MPelletierCIO/status/2017642841217122333) 2026-01-31T16:55Z 69.8K followers, [----] engagements "What happened in Friday shows you the dangers of playing paper markets in certain commodities. More interestingly the sell off in the producers creating an excellent opportunity in my opinion and we added to positions in $AEM and $BHP. The day after Gold Silver price collapse Shenzhen Shuibei Gold Market is packed with people. But pricing of merchandise (jewelry price not just metal) is becoming tricky The shops are selling at SGE+ price $5640 for #Gold and $136.8 for #Silver while buying back at global price https://t.co/uS59BZ8hHO The day after Gold Silver price collapse Shenzhen Shuibei" [X Link](https://x.com/MPelletierCIO/status/2017643917534236852) 2026-01-31T16:59Z 69.8K followers, 10.3K engagements "Levered longs who were forced out are gone banks like JP Morgan took advantage of this by buying on the sell off and those with real silver still wont sell and certainly wont at paper market prices. Friday's 25% silver crash wasn't about Warsh or dollar strength. It was margin induced liquidation at record prices while physical fundamentals tightened. The smoking gun: SHFE premiums exploded to 25% above US prices during the selloff proving physical holders are hoarding Friday's 25% silver crash wasn't about Warsh or dollar strength. It was margin induced liquidation at record prices while" [X Link](https://x.com/MPelletierCIO/status/2017725500270297503) 2026-01-31T22:23Z 69.8K followers, 10.9K engagements "You thought levered long silver specs got hit just wait until you see what happens with $MSTR. 😳🤫 $MSTR - BITCOIN FALLS BELOW MICROSTATEGYS COST BASIS ($76037) FOR FIRST TIME SINCE OCT [----] $MSTR - BITCOIN FALLS BELOW MICROSTATEGYS COST BASIS ($76037) FOR FIRST TIME SINCE OCT 2023" [X Link](https://x.com/MPelletierCIO/status/2017728795231305880) 2026-01-31T22:36Z 69.8K followers, 11.2K engagements "Somehow I had missed this as Amazon recently signed a 2year deal with Rio Tinto to secure [-----] tonnes of copper cathode spread over [--] years from the restarted Johnson Camp mine in Arizona" [X Link](https://x.com/MPelletierCIO/status/2018028126278984026) 2026-02-01T18:26Z 69.8K followers, [----] engagements "Theyre not even trying to hide it anymore. Reynolds Mastin President and CEO of the Canadian Media Producers Association. h/t @saskatchewan_in" [X Link](https://x.com/MPelletierCIO/status/2018174892798304462) 2026-02-02T04:09Z 69.8K followers, 30K engagements "Markets somehow think he wont be the dovish person Trump needs in that position. If Kevin Warsh were a new Paul Volcker [----] would likely mean a radically more hawkish antiinflation Federal Reserve marked by significantly tighter money higher real rates and a willingness to tolerate shortterm economic pain to restore price stability. Have they misjudged Trump Why would Trump appoint someone so contrary to what he wants to see done The market has decided that Kevin Warsh is Paul Volcker. The market has decided that Kevin Warsh is Paul Volcker" [X Link](https://x.com/MPelletierCIO/status/2018179614695383535) 2026-02-02T04:28Z 69.8K followers, [----] engagements "I completely agree with @RayDalio on this. We need more voices like this in the market. Ray Dalio: Something needs to prick the bubble to cause a market crash. Futures are pointing to a red day in equities. Gold silver and crypto are also tanking. But I dont think this is the beginning of a crash or correction. Historically what ended overvalued markets was https://t.co/WKYXe6djAK Ray Dalio: Something needs to prick the bubble to cause a market crash. Futures are pointing to a red day in equities. Gold silver and crypto are also tanking. But I dont think this is the beginning of a crash or" [X Link](https://x.com/MPelletierCIO/status/2018346203449319832) 2026-02-02T15:30Z 69.8K followers, [----] engagements "I would be more than happy to use my tax dollars to pay for a flight for her to Cuba and stay at a hotel in downtown Havana. Files confirm $458K/yr CEO@FCCAgriculture in remarks to staff praised Castro as visionary described Communist rule in Cuba as impressive: "There's all sorts of aspects to Fidel Castro." https://t.co/AH99D0MdSG #cdnpoli #cdnpoli@JohnBarlowMP@FoodProfessor https://t.co/Yf2VV2xpMb Files confirm $458K/yr CEO@FCCAgriculture in remarks to staff praised Castro as visionary described Communist rule in Cuba as impressive: "There's all sorts of aspects to Fidel Castro."" [X Link](https://x.com/MPelletierCIO/status/2018349717152055586) 2026-02-02T15:44Z 69.8K followers, [----] engagements "Interesting. I bet that They Are Not Alone" [X Link](https://x.com/MPelletierCIO/status/2018407348398952949) 2026-02-02T19:33Z 69.8K followers, [----] engagements "I bet few of you know that between Dec [---] [----] three of the worlds largest silver refineries (Johnson Matthey Metalor and Heraeus) halted or restricted operations taking [--] million oz/year of capacity offline. Thats 10% of global refining going dark in three weeks. Reported causes spanned feedstock shortages energy spikes environmental compliance costs and labor constraints. But hey Warsh is coming in. That's the narrative. https://twitter.com/i/web/status/2018467445158359140 https://twitter.com/i/web/status/2018467445158359140" [X Link](https://x.com/MPelletierCIO/status/2018467445158359140) 2026-02-02T23:31Z 69.8K followers, [----] engagements "Rate hike Australia Interesting. The Reserve Bank of Australia's rate cut cycle is already over. And now it's become the first major central bank of the year to do a rate hike https://t.co/dBdwX8mKOK https://t.co/SexGoMKgVR Interesting. The Reserve Bank of Australia's rate cut cycle is already over. And now it's become the first major central bank of the year to do a rate hike https://t.co/dBdwX8mKOK https://t.co/SexGoMKgVR" [X Link](https://x.com/MPelletierCIO/status/2018680903153701295) 2026-02-03T13:40Z 69.8K followers, [----] engagements "Bessent has been urging the Fed to slash interest rates by at least [---] percentage points a highly dovish position. Lower rates reduce the opportunity cost of holding gold which pays no yield. This policy pressure directly pushed gold higher. When yields fall gold typically rallies. And thats exactly what happened following his remarks as gold surged above $3370/oz one of the fastest accelerations in years. So if Bessent or the Treasury had gold exposure inside reserve strategies or hedging programs the rally would indeed help substantially. IMO not nearly enough analysis has been done on" [X Link](https://x.com/MPelletierCIO/status/2018772464294412728) 2026-02-03T19:43Z 69.8K followers, [----] engagements "I don't like bonds but I would much rather own bonds than private credit. Private Credit Oh the humanity: https://t.co/7qeX6zqC9C Private Credit Oh the humanity: https://t.co/7qeX6zqC9C" [X Link](https://x.com/MPelletierCIO/status/2018778876554739848) 2026-02-03T20:09Z 69.8K followers, [----] engagements "Opportunity Software's forward 12m P/E has compressed from 33.1x to 23.2x multiple contraction of 30%. Valuations are now approaching the [----] and Covid lows. https://t.co/XAaBPxfpdC Software's forward 12m P/E has compressed from 33.1x to 23.2x multiple contraction of 30%. Valuations are now approaching the [----] and Covid lows. https://t.co/XAaBPxfpdC" [X Link](https://x.com/MPelletierCIO/status/2018833982234984628) 2026-02-03T23:48Z 69.8K followers, [----] engagements "Private equity also fugly. Why would a PE firm sell an asset at a LOSS when holding it keeps the 2% management fee alive They wouldn't. That's the problem. This is what's called a zombie fund. $130 billion in AUM across [--] firms. No new flagship in 5+ years. Here's the top [--]. Some surprising names on https://t.co/BKrIl7A6Vs Why would a PE firm sell an asset at a LOSS when holding it keeps the 2% management fee alive They wouldn't. That's the problem. This is what's called a zombie fund. $130 billion in AUM across [--] firms. No new flagship in 5+ years. Here's the top [--]. Some surprising names" [X Link](https://x.com/MPelletierCIO/status/2018835535624904860) 2026-02-03T23:54Z 69.8K followers, [----] engagements "This is Canada in a nutshell. Were not open for business. Own goal Glencore said on Tuesday it has suspended nearly $1 billion of planned investments at Horne Smelter Canadas largest copper metal-producing operation after failing to secure regulatory certainty from the provincial government of Quebec. https://t.co/alvkcj0BQj Own goal Glencore said on Tuesday it has suspended nearly $1 billion of planned investments at Horne Smelter Canadas largest copper metal-producing operation after failing to secure regulatory certainty from the provincial government of Quebec. https://t.co/alvkcj0BQj" [X Link](https://x.com/MPelletierCIO/status/2018836312183525428) 2026-02-03T23:57Z 69.8K followers, 55.9K engagements "Indeed a good read. https://t.co/aPcuRpjaSf https://t.co/aPcuRpjaSf" [X Link](https://x.com/MPelletierCIO/status/2018910208786121133) 2026-02-04T04:51Z 69.8K followers, 17.1K engagements "MOUs and more damned MOUs and not a single change. If he was truly serious about building BillC69 would have been scrapped. Meanwhile one giant grift. 'He had promised a Canada building at speeds not seen in a generation only for his tenure to coincide with contractions in everything from manufacturing to construction' https://t.co/4Kwe5RsbUu https://t.co/Oih8JGEjbr 'He had promised a Canada building at speeds not seen in a generation only for his tenure to coincide with contractions in everything from manufacturing to construction' https://t.co/4Kwe5RsbUu https://t.co/Oih8JGEjbr" [X Link](https://x.com/MPelletierCIO/status/2019051451398623234) 2026-02-04T14:12Z 69.8K followers, 12.7K engagements "And its all Trumps fault. And when Trumps gone itll still be his fault. Canada's economy is 'on life support': Rosenberg https://t.co/zjtN0XVMMX Canada's economy is 'on life support': Rosenberg https://t.co/zjtN0XVMMX" [X Link](https://x.com/MPelletierCIO/status/2019051710954766648) 2026-02-04T14:13Z 69.8K followers, 14.5K engagements "Bill C69 *TRUMP: MILLIONS OF BARRELS OF VENEZUELAN OIL HEADING TO HOUSTON https://t.co/oeNcce0xRE *TRUMP: MILLIONS OF BARRELS OF VENEZUELAN OIL HEADING TO HOUSTON https://t.co/oeNcce0xRE" [X Link](https://x.com/MPelletierCIO/status/2019069927039135816) 2026-02-04T15:25Z 69.8K followers, [----] engagements "Tail risk event with huge consequences. Saying Alberta doesn't matter is as stupid as saying we can go without CUSMA. The country needs to wake up and start working together. Scrap Bill C69 is an excellent place to start. Until then its more talk and worthless MOUs. Rising separatist sentiment could come with real risks to jobs and income. I estimate nearly [--] million jobs depend on interprovincial trade with Alberta and Quebec. My latest for @TheHubCanada here: https://t.co/eVnXhQNQxZ #cdnecon #cdnpoli https://t.co/cac0nrQhyw Rising separatist sentiment could come with real risks to jobs and" [X Link](https://x.com/MPelletierCIO/status/2019091440937369865) 2026-02-04T16:51Z 69.8K followers, [----] engagements "Stock getting absolutly pounded $AMD -18% AMD Suffers Worst Rout Since [----] on Disappointing Forecast. Listen for more on Bloomberg Intelligence. AMD Suffers Worst Rout Since [----] on Disappointing Forecast. Listen for more on Bloomberg Intelligence" [X Link](https://x.com/MPelletierCIO/status/2019108553500553290) 2026-02-04T17:59Z 69.8K followers, [----] engagements "Kaboom #BTC JUST IN: US Treasury says it can't "bail out" Bitcoin JUST IN: US Treasury says it can't "bail out" Bitcoin" [X Link](https://x.com/MPelletierCIO/status/2019109741923037270) 2026-02-04T18:04Z 69.8K followers, [----] engagements "What a thread from Whitney with a splash of my own take. Private equity firms have been buying U.S. life insurers and heavily reallocating roughly 10% of their assets into private credit and direct lending. They then rely on a single private ratings agency that systematically inflates credit ratings allowing these assets to qualify under looser rules and benefit from extremely low capital chargessimilar to how Greek bonds were treated before the GFC. However there are concerns as to how much of the underlying collateral is weak or outright fraudulent with defaults already above 10% even after" [X Link](https://x.com/MPelletierCIO/status/2019134883688509561) 2026-02-04T19:44Z 69.8K followers, 11.4K engagements "Investors are treating Europes safest companies as if they are almost riskfreeat a level not seen since before the Global Financial Crisis. Is this a sign of complacency and risk-on OR I would argue a lack of faith in holding government debt on what could eventually be an emerging sovereign debt crisis Governments are collectively refusing to reign in spending until bond vigilantes will force them" [X Link](https://x.com/MPelletierCIO/status/2019135653909561739) 2026-02-04T19:47Z 69.8K followers, [----] engagements "What a chart" [X Link](https://x.com/MPelletierCIO/status/2019151932443750770) 2026-02-04T20:51Z 69.8K followers, [----] engagements "Yes its February in Calgary" [X Link](https://x.com/MPelletierCIO/status/2019159296119042391) 2026-02-04T21:21Z 69.8K followers, [----] engagements "My latest market update and strategy via @BNNBloomberg $MSFT $GOOG $BHP $AEM https://www.bnnbloomberg.ca/video/shows/the-close/2026/02/04/is-warsh-nomination-scaring-investors/ https://www.bnnbloomberg.ca/video/shows/the-close/2026/02/04/is-warsh-nomination-scaring-investors/" [X Link](https://x.com/MPelletierCIO/status/2019247823112589389) 2026-02-05T03:12Z 69.8K followers, [----] engagements "The powers that be DO NOT want it higher. Not something to be on the other side of. Careful folks. #Silver BREAKING: Silver prices crash -22% in [--] hours now dropping below $74/oz as metals post a massive reversal. Thats -$17/oz in just two hours. https://t.co/wBVc5cavD7 BREAKING: Silver prices crash -22% in [--] hours now dropping below $74/oz as metals post a massive reversal. Thats -$17/oz in just two hours. https://t.co/wBVc5cavD7" [X Link](https://x.com/MPelletierCIO/status/2019251081671549268) 2026-02-05T03:25Z 69.8K followers, 13.9K engagements "Going higher. Of note in the bond market: The US yield curve continues to steepen with 2s-10s now trading at [--] bpsits widest level since early [----]. #economy #markets #bonds https://t.co/W955UedWrh Of note in the bond market: The US yield curve continues to steepen with 2s-10s now trading at [--] bpsits widest level since early [----]. #economy #markets #bonds https://t.co/W955UedWrh" [X Link](https://x.com/MPelletierCIO/status/2019413964720148935) 2026-02-05T14:13Z 69.8K followers, [----] engagements "I would add time is the great equalizer so if gambling on these type of assets like $MSTR you better damn well get the exit right" [X Link](https://x.com/MPelletierCIO/status/2019415159127830624) 2026-02-05T14:17Z 69.8K followers, [----] engagements "Commodities getting hit on US JOLTS report huge miss" [X Link](https://x.com/MPelletierCIO/status/2019426520905969768) 2026-02-05T15:02Z 69.8K followers, [----] engagements "Bitcoin #BTC getting destroyed. Anything with these drawdowns will never be a "store of wealth"" [X Link](https://x.com/MPelletierCIO/status/2019426892135498101) 2026-02-05T15:04Z 69.8K followers, 16.9K engagements "I thought Volvo's were crash proof. Shares of Swedens Volvo Cars tumbled more than 28% on Thursday putting the company on track for its worst trading day ever. Today's action would make dynamite's inventor Alfred Nobel proud. https://www.cnbc.com/2026/02/05/volvo-cars-shares-autos-tariffs-profit.html https://www.cnbc.com/2026/02/05/volvo-cars-shares-autos-tariffs-profit.html" [X Link](https://x.com/MPelletierCIO/status/2019431357764759895) 2026-02-05T15:22Z 69.8K followers, [----] engagements "Why in the hell is BillC69 still in place If Carney was serious about this this bill would scrapped and he will have my support and many others. The fact is he wont do it. It is against his "Values." Wake up Canada. Harper warned that Canada must not become a captive resource colony of the U.S. shipping its valuable energy and minerals to a single customer. Supporting the energy sector will solve two of the country's problems: reducing the country's overreliance on the flow of goods to the Harper warned that Canada must not become a captive resource colony of the U.S. shipping its valuable" [X Link](https://x.com/MPelletierCIO/status/2019433058232074618) 2026-02-05T15:28Z 69.8K followers, [----] engagements "Past [--] months: Bitcoin -35% S&P [---] +12% Remember who recommended it to you and why" [X Link](https://x.com/MPelletierCIO/status/2019470165151232207) 2026-02-05T17:56Z 69.8K followers, [----] engagements "Mark Carney is playing a very dangerous game. Canada needs to give him his majority and then he will back off. But what will be the long-term cost of implementing his Values on our economy" [X Link](https://x.com/MPelletierCIO/status/2019487836437909743) 2026-02-05T19:06Z 69.8K followers, 15K engagements "Wow. $AMZN BREAKING: Amazon stock $AMZN falls -10% after reporting Q4 [----] earnings. It's now down -15% on the day including its regular hours move. https://t.co/pkzYdSS9No BREAKING: Amazon stock $AMZN falls -10% after reporting Q4 [----] earnings. It's now down -15% on the day including its regular hours move. https://t.co/pkzYdSS9No" [X Link](https://x.com/MPelletierCIO/status/2019569754848346534) 2026-02-06T00:32Z 69.8K followers, [----] engagements "Broken. In my [--] years of trading I have never seen a crazier move than what just happened to silver past few weeks https://t.co/VbvCufqCMQ In my [--] years of trading I have never seen a crazier move than what just happened to silver past few weeks https://t.co/VbvCufqCMQ" [X Link](https://x.com/MPelletierCIO/status/2019569848712589409) 2026-02-06T00:32Z 69.8K followers, 12.7K engagements "Im sorry but there needs to be accountability. Look up which financial pundit or strategist recommended this in the last [--] to [--] months" [X Link](https://x.com/MPelletierCIO/status/2019570561127715015) 2026-02-06T00:35Z 69.8K followers, 62.4K engagements "What happens when you are on the other side of a Trump trade. 😂 If you invested $100000 into ETH when Eric Trump told you to buy you would now have $1245 https://t.co/6rr7NkqWEA If you invested $100000 into ETH when Eric Trump told you to buy you would now have $1245 https://t.co/6rr7NkqWEA" [X Link](https://x.com/MPelletierCIO/status/2019570975000732016) 2026-02-06T00:36Z 69.8K followers, [----] engagements "Wins the day. JUST IN: Those betting on the return of Jesus on Polymarket this year have outperformed Bitcoin investors over the past [--] years. JUST IN: Those betting on the return of Jesus on Polymarket this year have outperformed Bitcoin investors over the past [--] years" [X Link](https://x.com/MPelletierCIO/status/2019572443715891577) 2026-02-06T00:42Z 69.8K followers, [----] engagements "Apparently markets eventually demand to know what their return on capital is 🤷 [--] months ago analysts expected AMZN GOOGL and MSFT to plough a combined $244 billion into capex. Nowthat number is $494 billionthis is a positively staggering sum; its no wonder markets are balking at the prospect of funding it: @bespokeinvest [--] months ago analysts expected AMZN GOOGL and MSFT to plough a combined $244 billion into capex. Nowthat number is $494 billionthis is a positively staggering sum; its no wonder markets are balking at the prospect of funding it: @bespokeinvest" [X Link](https://x.com/MPelletierCIO/status/2019610217064067428) 2026-02-06T03:12Z 69.8K followers, [----] engagements "Nailed it Arthur C. Clarke on BBC's Horizon in [----] when he gave some astonishing predictions about the future. https://t.co/oe7XpUkSoT Arthur C. Clarke on BBC's Horizon in [----] when he gave some astonishing predictions about the future. https://t.co/oe7XpUkSoT" [X Link](https://x.com/MPelletierCIO/status/2019624550523347295) 2026-02-06T04:09Z 69.8K followers, [----] engagements "Stock getting pounded. And dont forget folks the LPC Federal Government lost hundreds of millions funding this poorly run company. BREAKING: Stellantis $STLA is taking a $26 billion hit and writing down their electric vehicle business. The stock has collapsed on the news now down -27% today. https://t.co/JOQelFyEF3 BREAKING: Stellantis $STLA is taking a $26 billion hit and writing down their electric vehicle business. The stock has collapsed on the news now down -27% today. https://t.co/JOQelFyEF3" [X Link](https://x.com/MPelletierCIO/status/2019764844736508245) 2026-02-06T13:27Z 69.8K followers, [----] engagements "Copper. BIG TECH TO POUR $650B INTO AI IN [----] $GOOGL $AMZN $META and $MSFT plan to spend about $650 billion next year on data centers chips and infrastructure as the AI race intensifies a level of investment unmatched this century. Spending is up roughly 60% year over year https://t.co/h0DY1zgxU6 BIG TECH TO POUR $650B INTO AI IN [----] $GOOGL $AMZN $META and $MSFT plan to spend about $650 billion next year on data centers chips and infrastructure as the AI race intensifies a level of investment unmatched this century. Spending is up roughly 60% year over year https://t.co/h0DY1zgxU6" [X Link](https://x.com/MPelletierCIO/status/2019766392996659606) 2026-02-06T13:33Z 69.8K followers, [----] engagements "A very senior Cdn bank executive told me they finally phased out fax machines two years ago. Canada is so far behind technologically and what is happening now will leave us so even further behind that we may never be able to catch up. Third World. GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE ACCOUNTING COMPLIANCE ROLES Embedded Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work - CNBC https://t.co/BcVwYUj301 GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE ACCOUNTING COMPLIANCE ROLES" [X Link](https://x.com/MPelletierCIO/status/2019768318706827328) 2026-02-06T13:41Z 69.8K followers, [----] engagements "Few talking how our education system will be massively disrupted by AI would love to see more. Please post links. Thanks" [X Link](https://x.com/MPelletierCIO/status/2019772174308106526) 2026-02-06T13:56Z 69.8K followers, [----] engagements "The days of owning are over. Rent deploy the equity in other assets that dont have servicing costs and that will make you $. This is crazy. I dont know how people are making it financially in Florida. Home insurance is soaring in price in 2026: https://t.co/mSmoMZbOhM This is crazy. I dont know how people are making it financially in Florida. Home insurance is soaring in price in 2026: https://t.co/mSmoMZbOhM" [X Link](https://x.com/MPelletierCIO/status/2019773545069625418) 2026-02-06T14:01Z 69.8K followers, 10.4K engagements "Um she expected no risk to principle and 24% per year in interest payments. Come on. I would like my money back: Ontario woman worried $150K invested in private lending is gone https://t.co/d9ZCMPIv7g I would like my money back: Ontario woman worried $150K invested in private lending is gone https://t.co/d9ZCMPIv7g" [X Link](https://x.com/MPelletierCIO/status/2019785831041691737) 2026-02-06T14:50Z 69.8K followers, 21.6K engagements "Peter was rich but now he is just famous" [X Link](https://x.com/MPelletierCIO/status/2019790292220875200) 2026-02-06T15:08Z 69.8K followers, 11.8K engagements ""energy super power" by subsidizing EV purchases. Yes folks this is our energy minister. Bill C69 remains in place and as long as it does we will NOT be an energy super power. Wake the hell up Canada. In these uncertain times Canada is protecting our auto-workers and auto-industry. More EVs will help make us an energy super power for decades to come https://t.co/9I59TuK01J In these uncertain times Canada is protecting our auto-workers and auto-industry. More EVs will help make us an energy super power for decades to come https://t.co/9I59TuK01J" [X Link](https://x.com/MPelletierCIO/status/2019791979111174394) 2026-02-06T15:15Z 69.8K followers, 10.7K engagements "Hey Matthew and WEF piss off. WEF World Economic Forum Matthew Liao: We can induce 'meat allergy' by using Lone Star Ticks to stop the consumption of meat and help the planet https://t.co/C2qmYq0WGb WEF World Economic Forum Matthew Liao: We can induce 'meat allergy' by using Lone Star Ticks to stop the consumption of meat and help the planet https://t.co/C2qmYq0WGb" [X Link](https://x.com/MPelletierCIO/status/2019909647948476823) 2026-02-06T23:02Z 69.8K followers, [----] engagements "Our BoC Governor is a rocket scientist 🤣 Macklem says loss of CUSMA would mean recession for the Canadian economy https://t.co/ZyTVoSaUrq Macklem says loss of CUSMA would mean recession for the Canadian economy https://t.co/ZyTVoSaUrq" [X Link](https://x.com/MPelletierCIO/status/2019975355306766685) 2026-02-07T03:23Z 69.8K followers, 12.5K engagements "Watch this and tell me why you dont want GOLD even at current prices" [X Link](https://x.com/MPelletierCIO/status/2019976379656470658) 2026-02-07T03:27Z 69.8K followers, 15.6K engagements "Just beginning. Desperate Toronto sellers offering up to $500000 cash back to off-load condos realtors say https://t.co/f9xgDDUryf Desperate Toronto sellers offering up to $500000 cash back to off-load condos realtors say https://t.co/f9xgDDUryf" [X Link](https://x.com/MPelletierCIO/status/2020175088692392402) 2026-02-07T16:37Z 69.8K followers, 34.1K engagements "I ask it questions all day. Its how I primarily use it. Jensen Huang: "I use AI everyday. But 90% of people are using it wrong." https://t.co/yyGS3R3Zwj Jensen Huang: "I use AI everyday. But 90% of people are using it wrong." https://t.co/yyGS3R3Zwj" [X Link](https://x.com/MPelletierCIO/status/2020179510239588511) 2026-02-07T16:55Z 69.8K followers, [----] engagements "The people on the left of this picture below control the vote and will continue to do so until the people on the right side of the picture step up demand change. Suddenly affordability takes precedence over carbon tax. Suddenly tools are in place to promote entrepreneurial opportunities instead of low income jobs. Suddenly people are given the freedom to deploy their money the way they want to instead of giving it to the government to do it for them. Park Extension and Town of Mount Royal in Montreal represent one of the most striking examples of wealth disparity in Canada" [X Link](https://x.com/MPelletierCIO/status/2020181137566638098) 2026-02-07T17:01Z 69.8K followers, 12.4K engagements "For a great cause mens mental health Please help 🙏 50/50. Rafflebox: Help support the Tackle the Stigma - The Big Game: Supporting Men's Mental Health and have a chance to win some real prizes. https://www.rafflebox.ca/raffle/2026thebiggame https://www.rafflebox.ca/raffle/2026thebiggame" [X Link](https://x.com/MPelletierCIO/status/2020201521603055808) 2026-02-07T18:22Z 69.8K followers, [----] engagements "Canadian regulations clearly are NOT getting loosened. Its all a lie from Ottawa. Canada's only copper smelter and the largest processor of metals from electronic scrap in North America may have to shut down in [----] 👇 Canada's only copper smelter and the largest processor of metals from electronic scrap in North America may have to shut down in [----] 👇" [X Link](https://x.com/MPelletierCIO/status/2020216406806262093) 2026-02-07T19:21Z 69.8K followers, 15.7K engagements "@Tangul_Bei Hermes" [X Link](https://x.com/MPelletierCIO/status/2020282159395926342) 2026-02-07T23:42Z 69.8K followers, [--] engagements "But hey lets open a consul in Greenland. Priorities. Food inflation on the rise since [----] peaked again at the end of 2025: Bank of Canada 'Since [----] Canadians have seen grocery prices rise by about 22% in contrast with other consumer prices that have gone up on average by 13%' https://t.co/OWKNg4afqC https://t.co/5FlSGjpH04 Food inflation on the rise since [----] peaked again at the end of 2025: Bank of Canada 'Since [----] Canadians have seen grocery prices rise by about 22% in contrast with other consumer prices that have gone up on average by 13%' https://t.co/OWKNg4afqC" [X Link](https://x.com/MPelletierCIO/status/2020514126498332773) 2026-02-08T15:04Z 69.8K followers, [----] engagements "Gold. Yesterday I got a #2 "Baconator" at Wendy's. OK shoot me. But the point is it cost over $17. Yesterday I got a #2 "Baconator" at Wendy's. OK shoot me. But the point is it cost over $17" [X Link](https://x.com/MPelletierCIO/status/2020561303287329002) 2026-02-08T18:12Z 69.8K followers, [----] engagements "Super Bowl halftime show was awesome" [X Link](https://x.com/MPelletierCIO/status/2020718237269557571) 2026-02-09T04:35Z 69.8K followers, [----] engagements "Of course they did. And it will happen. Ford will support Carney again and majority easily secured. Carney Ford discussed idea of an early federal election to secure majority sources say https://t.co/aHLJ5Ggznz Carney Ford discussed idea of an early federal election to secure majority sources say https://t.co/aHLJ5Ggznz" [X Link](https://x.com/MPelletierCIO/status/2020862275184107715) 2026-02-09T14:08Z 69.8K followers, [----] engagements "Election inbound. NEW Elections Canada has reportedly ordered [------] poll tally sheets to prepare for an upcoming election. With new reports of Mark Carney consulting Doug Ford on the possibility of a snap election it appears even more likely now https://t.co/HSMI25ssK7 NEW Elections Canada has reportedly ordered [------] poll tally sheets to prepare for an upcoming election. With new reports of Mark Carney consulting Doug Ford on the possibility of a snap election it appears even more likely now https://t.co/HSMI25ssK7" [X Link](https://x.com/MPelletierCIO/status/2020914738688032832) 2026-02-09T17:36Z 69.8K followers, [----] engagements "Confirmation that this market still has legs. TOTALLY CRAZY #Alphabethas attracted $100bn of orders for abond salethats expected to be $15bn BBG reports citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond offering showing investor hunger to buy debt tied to https://t.co/Z5Kyxqbq11 TOTALLY CRAZY #Alphabethas attracted $100bn of orders for abond salethats expected to be $15bn BBG reports citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond offering showing investor hunger to buy debt" [X Link](https://x.com/MPelletierCIO/status/2020928882275385659) 2026-02-09T18:32Z 69.8K followers, [----] engagements "Bookmarked. This is highly unusual. A suspicious account on Polymarket placed a $100000 bet predicting a US attack on Iran tonight. It pays out $4 million if it hits. Government insider trading or just a degen gambler https://t.co/aF63d6g8Gp This is highly unusual. A suspicious account on Polymarket placed a $100000 bet predicting a US attack on Iran tonight. It pays out $4 million if it hits. Government insider trading or just a degen gambler https://t.co/aF63d6g8Gp" [X Link](https://x.com/MPelletierCIO/status/2020957728794157101) 2026-02-09T20:27Z 69.8K followers, 16.5K engagements "The video is from a recent Fox Business interview with Larry Kudlow on February [--] [----]. In it Trump discusses regretting his [----] choice of Jerome Powell over Kevin Warsh for Fed chair calling it a "big mistake" influenced by his Treasury Secretary. The clip appears authentic based on episode details and matching reports from Fox WSJ and others. https://twitter.com/i/web/status/2021038380524634389 https://twitter.com/i/web/status/2021038380524634389" [X Link](https://x.com/MPelletierCIO/status/2021038380524634389) 2026-02-10T01:47Z 69.9K followers, [----] engagements "The video is from a recent Fox Business interview with Larry Kudlow on February [--] [----]. In it Trump discusses regretting his [----] choice of Jerome Powell over Kevin Warsh for Fed chair calling it a "big mistake" influenced by his Treasury Secretary. The clip appears authentic based on episode details and matching reports from Fox WSJ and others. https://twitter.com/i/web/status/2021039195503067318 https://twitter.com/i/web/status/2021039195503067318" [X Link](https://x.com/MPelletierCIO/status/2021039195503067318) 2026-02-10T01:51Z 69.8K followers, [---] engagements "@Oliver_Trpcic @mrjuliusrose @judyshel @jkenney I did. Got me good" [X Link](https://x.com/MPelletierCIO/status/2021051909101191432) 2026-02-10T02:41Z 69.8K followers, [--] engagements "So many falling for this. I did. The video is from a recent Fox Business interview with Larry Kudlow on February [--] [----]. In it Trump discusses regretting his [----] choice of Jerome Powell over Kevin Warsh for Fed chair calling it a "big mistake" influenced by his Treasury Secretary. The clip appears authentic based on episode details and matching reports from Fox WSJ and others. https://twitter.com/i/web/status/2021052865247432822 https://twitter.com/i/web/status/2021052865247432822" [X Link](https://x.com/MPelletierCIO/status/2021052865247432822) 2026-02-10T02:45Z 69.9K followers, 33.4K engagements "@DrJacobsRad It where and how you buy it thats the house" [X Link](https://x.com/MPelletierCIO/status/2021366034230542551) 2026-02-10T23:29Z 69.8K followers, [---] engagements "And for clarity this isn't a given far from it. I'm just stating my belief on how I think its being viewed as "an insurance policy" by the existing LPC Federal gov't" [X Link](https://x.com/MPelletierCIO/status/2021648384260813037) 2026-02-11T18:11Z 69.9K followers, [----] engagements "THE US EXPORTS MORE NON-ENERGY GOODS TO CANADA THAN IT IMPORTS. The U.S. exported US$349.9 billion in goods to Canada in [----]. The U.S. imported US$421.21 billion worth of goods from Canada in [----]. Of that US$131 billion were mineral fuels (energy products). Subtract energy and you get: $290.21B in nonenergy imports. The U.S. runs a nonenergy goods surplus with Canada of approximately: $32.7 billion" [X Link](https://x.com/MPelletierCIO/status/2021652817535283243) 2026-02-11T18:29Z 69.9K followers, [----] engagements "A no-bid market. Imagine what happens if panic set in. New condo sales in the GTA are virtually non existent. Running 91% below the long term average. Completions will hover near zero in [----]. https://t.co/0IF1AbTgIa New condo sales in the GTA are virtually non existent. Running 91% below the long term average. Completions will hover near zero in [----]. https://t.co/0IF1AbTgIa" [X Link](https://x.com/MPelletierCIO/status/2021685635866652777) 2026-02-11T20:39Z 69.9K followers, [----] engagements "It could be multiples higher voters who control the vote simply dont care. As long as you dont touch their pension or their home values. $78B deficit target already 192% higher than original forecast is not done yet Budget Office tells senators: 'It may now run a bit higher.' https://t.co/9hMsZ3NXay #cdnpoli@PBO_DPB https://t.co/t3MJHuun2B $78B deficit target already 192% higher than original forecast is not done yet Budget Office tells senators: 'It may now run a bit higher.' https://t.co/9hMsZ3NXay #cdnpoli@PBO_DPB https://t.co/t3MJHuun2B" [X Link](https://x.com/MPelletierCIO/status/2021744221724795111) 2026-02-12T00:32Z 69.9K followers, [----] engagements "Rosenburg @EconguyRosie absolutely nails it and is a MUST READ for Canadians. Canada has now endured a decade of virtual stagnation in real per-capita incomes productivity and growth in the private-sector capital stock as well as unprecedented net direct investment outflows. Productivity in Canada is in a secular decline that is not on Trump. Productivity growth is basically flat over the past year and that compares to two per cent in the U.S. and get this almost [--] per cent in Ireland. The Canadian government has built up such a machinery that it represents [--] per cent of GDP. The business" [X Link](https://x.com/MPelletierCIO/status/2021967637652394203) 2026-02-12T15:20Z 69.9K followers, 27.8K engagements ""The Canadian budget has increased by an average annual compounded rate of 7.07% since 2015/16 while GDP per capita has shown near NO growth." - @AssetTraveller" [X Link](https://x.com/MPelletierCIO/status/2021974431644713422) 2026-02-12T15:47Z 69.9K followers, [----] engagements "Ok that is one scary chart on oil. Crude Oil - Make Your Move 🚨🚨 https://t.co/A6QffBv1w5 Crude Oil - Make Your Move 🚨🚨 https://t.co/A6QffBv1w5" [X Link](https://x.com/MPelletierCIO/status/2021975342261702982) 2026-02-12T15:51Z 69.9K followers, 39.2K engagements "Given the action in Silver today thought I would repost my piece from monday. Heres how investors can get into trouble when theres a monster rally in silver or any asset. Martin Pelletier: Once an asset becomes speculative you must get the exit right or risk giving back far more than you made https://financialpost.com/investing/how-investors-trouble-monster-silver-rally https://financialpost.com/investing/how-investors-trouble-monster-silver-rally" [X Link](https://x.com/MPelletierCIO/status/2021990433795264891) 2026-02-12T16:51Z 69.9K followers, [----] engagements "This is f%$@ing insane. NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a more detailed example: Step [--]. Starting position You own [---] shares. Value on Jan [--] 2028: [-----] Value on Jan https://t.co/GYeAN9jlJ6 NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a more detailed example: Step [--]. Starting position You own [---] shares. Value on Jan [--] 2028: [-----] Value on Jan" [X Link](https://x.com/MPelletierCIO/status/2022003731437695296) 2026-02-12T17:43Z 69.9K followers, 47.4K engagements "Simply telling clients that everything is fine based on a market statistic doesnt provide peace of mind. In fact it often does the opposite. What does provide peace of mind is showing clients that you have processes in place that youve thought through the risks that you understand what could go wrong and that portfolios are built to respond if something in the markets turns out not to be okay. Confidence doesnt come from reassurance alone. It comes from preparation. It comes from knowing that when volatility shows up and it always does theres a plan discipline and risk management behind the" [X Link](https://x.com/MPelletierCIO/status/2022019348362395847) 2026-02-12T18:45Z 69.9K followers, [----] engagements "Infrastructure stocks getting pounded today. These macro driven algos are insane" [X Link](https://x.com/MPelletierCIO/status/2022026432168497555) 2026-02-12T19:14Z 69.9K followers, [----] engagements "Just getting started. Well I admit that if you have asked me three months ago certainly I didn't have the following on my [----] bingo card: ". US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan President Delcy Rodriguez." https://t.co/rrkqNfGoQO Well I admit that if you have asked me three months ago certainly I didn't have the following on my [----] bingo card: ". US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan President Delcy Rodriguez." https://t.co/rrkqNfGoQO" [X Link](https://x.com/MPelletierCIO/status/2022058817316647015) 2026-02-12T21:22Z 69.9K followers, [----] engagements "Let me do some quick research for you by simplifying it. Start by slashing ridiculous regulations removing top down gov't control and allocation and instead creating incentives for corporations. Thank you now send me a $6 million cheque. Trevor Tombe: Canada has a productivity problem. Research is how we fix it https://t.co/qUkBVCKE25 https://t.co/xPUzjjtDs9 Trevor Tombe: Canada has a productivity problem. Research is how we fix it https://t.co/qUkBVCKE25 https://t.co/xPUzjjtDs9" [X Link](https://x.com/MPelletierCIO/status/2022095885589758150) 2026-02-12T23:50Z 69.9K followers, [----] engagements "No more pipelines Carney using Quebec as an excuse. He will never support such projects especially as it means higher oil output. Dont be fooled Canada dont be fooled" [X Link](https://x.com/MPelletierCIO/status/1887320937902882969) 2025-02-06T02:02Z 69.9K followers, 146.7K engagements "No way in hell will he add an oil pipeline to the major projects list. Zero chance. The big question is what will Alberta do when his bluff is exposed Alberta When I sat down with Premier @ABDanielleSmith last week to talk about @MarkJCarney the Premier was clear. He has until the Grey Gup November 16th to add Alberta's pipeline projects to the major projects list because as the Premier said "I think we're getting pretty https://t.co/zrwSbbBdkW Alberta When I sat down with Premier @ABDanielleSmith last week to talk about @MarkJCarney the Premier was clear. He has until the Grey Gup November" [X Link](https://x.com/MPelletierCIO/status/1981565907752341548) 2025-10-24T03:38Z 69.9K followers, 15.2K engagements "Franco-Nevada benefitting from high gold prices: Steve Rowles senior portfolio manager at @TriVest_WAPC joins @BNNBloomberg to discuss Franco-Nevada's earnings amid volatile gold trade. https://www.bnnbloomberg.ca/video/shows/trading-day/2025/11/04/franco-nevada-benefitting-from-high-gold-prices-rowles/ https://www.bnnbloomberg.ca/video/shows/trading-day/2025/11/04/franco-nevada-benefitting-from-high-gold-prices-rowles/" [X Link](https://x.com/MPelletierCIO/status/1985807187458060481) 2025-11-04T20:31Z 69.9K followers, [----] engagements "Canada is essentially being held hostage by an older demographic insolated from the worsening economic situation because of the massive appreciation in their home and inflation indexed defined benefit pension plan. Everything is "just fine" and therefore no need for change and the focus is on what the MSM keeps telling them - Donald Trump. Yes its that simple folks. https://twitter.com/i/web/status/2011094812611760514 https://twitter.com/i/web/status/2011094812611760514" [X Link](https://x.com/MPelletierCIO/status/2011094812611760514) 2026-01-13T15:15Z 69.9K followers, 225K engagements "Oh Canada. Imagine what happens if Carney listens to John Manley when he said we should walk away from CUSMA. My God" [X Link](https://x.com/MPelletierCIO/status/2018484893685088388) 2026-02-03T00:41Z 69.9K followers, [----] engagements "Market timing is impossible but sure happy about this. What a wild ride. Writing about my experience in next week's @financialpost $SLV $SVR #Silver Sold my Silver today. I'm out. What a hell of a run. Sold my Silver today. I'm out. What a hell of a run" [X Link](https://x.com/MPelletierCIO/status/2018780524622618862) 2026-02-03T20:15Z 69.9K followers, [----] engagements "I really have to stop commenting on this joke of a government. There will be a huge cost. You've been warned" [X Link](https://x.com/MPelletierCIO/status/2019792455806136473) 2026-02-06T15:17Z 69.9K followers, [----] engagements "To my followers that believe Mark Carney is different than his predecessor PLEASE PLEASE READ this. He is different more dangerous. @ExnerPirot wrote this outstanding piece exposing the massive gap between what is being said and what is being done by the Carney government on energy that getting too big to ignore. "The pancake stack of investment-killing climate regulations introduced by former ministers of environment Catherine McKenna Jonathan Wilkinson and Steven Guilbeault is not only largely intact; additional phases of their legacy policies are kicking in and new ones are being added by" [X Link](https://x.com/MPelletierCIO/status/2020174976834498792) 2026-02-07T16:37Z 69.9K followers, 43K engagements "Perfect timing to support Ford who will support Carney in a Federal election" [X Link](https://x.com/MPelletierCIO/status/2021003971306164414) 2026-02-09T23:31Z 69.9K followers, 10.7K engagements "Carney/Trudeau government is responsible for this. If you want accountability and a different outcome then vote differently. Until then expect more of the same. More than half of British Columbians fear for their safety survey suggests https://t.co/g8LHuWXlG4 More than half of British Columbians fear for their safety survey suggests https://t.co/g8LHuWXlG4" [X Link](https://x.com/MPelletierCIO/status/2021229656058282256) 2026-02-10T14:27Z 69.9K followers, [----] engagements "The good people of BC really need to read this. This one man is completely destroying the province. Rob Shaw: Internal email exposes depth of Eby government's financial crisis https://t.co/DTRZmFxrs8 Rob Shaw: Internal email exposes depth of Eby government's financial crisis https://t.co/DTRZmFxrs8" [X Link](https://x.com/MPelletierCIO/status/2021248941958799789) 2026-02-10T15:44Z 69.9K followers, 14.1K engagements "Got Milk CUSMA is toast. The entire Canadian economy at risk for one special interest group. This picture was taken [--] days ago. PM Carney and the Dairy Farmers of Canada. I can assure you supply management stays. They own politicians all politicians. https://t.co/805SKvOsVY This picture was taken [--] days ago. PM Carney and the Dairy Farmers of Canada. I can assure you supply management stays. They own politicians all politicians. https://t.co/805SKvOsVY" [X Link](https://x.com/MPelletierCIO/status/2021253294774014176) 2026-02-10T16:01Z 69.9K followers, 24.3K engagements "Do you have private commercial real estate credit in your portfolio and the NAV hasn't moved and/or you've been gated Don't look at this chart" [X Link](https://x.com/MPelletierCIO/status/2021256102332277209) 2026-02-10T16:13Z 69.9K followers, [----] engagements "Its an anti-performance drug that makes your life worse. Kids need to avoid it like the plague. 41.3% of young males with cannabis-induced psychosis develop schizophrenia within [--] years. https://t.co/k2fm1h7wne 41.3% of young males with cannabis-induced psychosis develop schizophrenia within [--] years. https://t.co/k2fm1h7wne" [X Link](https://x.com/MPelletierCIO/status/2021309689019941210) 2026-02-10T19:45Z 69.9K followers, 14.8K engagements "2020 turned markets into a casino. Technology turned them into slots. This is crazy. Watch this. if this is the future of trading yea were cooked. https://t.co/dsvALidCTP if this is the future of trading yea were cooked. https://t.co/dsvALidCTP" [X Link](https://x.com/MPelletierCIO/status/2021318570207215671) 2026-02-10T20:21Z 69.9K followers, [----] engagements "No pipelines but plenty of EV stations for those Chinese made EVs. And its finally coming out imagine what happens when they get their majority. The future of the automotive industry is electric and our government is betting on Canada's to seize the opportunities that future brings. By investing in [----] new EV chargers from coast to coast to coast we're building a network of EV infrastructure that will connect our https://t.co/eB1Chu5ARE The future of the automotive industry is electric and our government is betting on Canada's to seize the opportunities that future brings. By investing in" [X Link](https://x.com/MPelletierCIO/status/2021401123039621463) 2026-02-11T01:49Z 69.9K followers, 10.6K engagements "@Oliver_Trpcic lol" [X Link](https://x.com/MPelletierCIO/status/2021401188802191855) 2026-02-11T01:49Z 69.9K followers, [--] engagements "No rate cuts. US job growth: [------] in new jobs vs the expected gain of [-----] for January. Ka Pow. That said "virtually all the employment growth in America once again can be explained by healthcare and social assistance" - @TheStalwart" [X Link](https://x.com/MPelletierCIO/status/2021596795705422284) 2026-02-11T14:46Z 69.9K followers, [----] engagements "I've said all along it will be scrapped with separate bi-lateral trade agreements. TRUMP CONSIDERS QUITTING HIS OWN TRADE DEAL President Donald Trump is privately weighing whether to exit the US-Mexico-Canada Agreement (USMCA) the trade pact he signed during his first term according to people familiar with the matter. He has asked aides why he shouldnt https://t.co/Xl9C8hIIcm TRUMP CONSIDERS QUITTING HIS OWN TRADE DEAL President Donald Trump is privately weighing whether to exit the US-Mexico-Canada Agreement (USMCA) the trade pact he signed during his first term according to people familiar" [X Link](https://x.com/MPelletierCIO/status/2021610683595423907) 2026-02-11T15:42Z 69.9K followers, [----] engagements "The only way you fix this attitude is by breaking out specifically how much of the $17 billion of transfer payments comes from oil and gas directly or indirectly and STOPPING all of it and returning it to the source provinces. Bloc Qubcois MP Simard: Im just not convinced that it is in the public interest to build oil and gas infrastructure Response: With respect Mr. Simard where do you think your Provinces $17 billion per year in transfer payments come from Its funded from this sector. https://t.co/mp6Ofe1Fft Bloc Qubcois MP Simard: Im just not convinced that it is in the public interest to" [X Link](https://x.com/MPelletierCIO/status/2021636110494109956) 2026-02-11T17:23Z 69.9K followers, 15.1K engagements "Every American needs to watch this and then ask yourself if "they" truly have your interests or theirs at heart. Shameful outright shameful. Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK" [X Link](https://x.com/MPelletierCIO/status/2021718505935311284) 2026-02-11T22:50Z 69.9K followers, [----] engagements "One day we can hope. 🙏 Eyes once closed begin to see Ears once dull wake quietly. Truth breaks through the practiced lies And those who prey cant blind our eyes. For healing comes when light is shown And then we can finally rise up aware no longer overthrown" [X Link](https://x.com/MPelletierCIO/status/2021779302317187298) 2026-02-12T02:52Z 69.9K followers, [----] engagements "@JustinCzternast worried about a dividend cut with incoming CEO" [X Link](https://x.com/MPelletierCIO/status/2021972250929639774) 2026-02-12T15:38Z 69.9K followers, [---] engagements "Looks like there will be a separation referendum in Alberta in [----]. As a risk manager it is important to weigh tail risk events like this. Albertas separation would create a fiscal shock of historic proportions for the country. The province is by far the biggest net contributor to the country amounting to roughly $14 billion annually to federal coffers money that underpins programs like equalization and major transfers. Removing this contribution would force Ottawa to either run significantly larger deficits or impose tax hikes to maintain current spending levels. Equalization alone would" [X Link](https://x.com/MPelletierCIO/status/2005342384276865326) 2025-12-28T18:17Z 69.9K followers, 278K engagements "Doug Ford doing his best to support @MarkJCarney yet again. Doug Ford on Pierre Poilievre: "You don't win elections at conventions." Ford laughs with reporters about meeting Pierre Poilievre in Ottawa. Ford: "I saw Pierre at the portrait hanging of Prime Minister Harper. Shook hands said hello congratulated him." Reporter: "For https://t.co/9LDdjYBLQ2 Doug Ford on Pierre Poilievre: "You don't win elections at conventions." Ford laughs with reporters about meeting Pierre Poilievre in Ottawa. Ford: "I saw Pierre at the portrait hanging of Prime Minister Harper. Shook hands said hello" [X Link](https://x.com/MPelletierCIO/status/2021293611749716289) 2026-02-10T18:42Z 69.9K followers, [----] engagements "Read his book Values. This is only just the beginning. We are making it easier for Canadian drivers to charge their EVs by building a national charging network. No matter where you are in Canada charging your car should be as simple as filling your gas tank. https://t.co/4JqpliGMxn We are making it easier for Canadian drivers to charge their EVs by building a national charging network. No matter where you are in Canada charging your car should be as simple as filling your gas tank. https://t.co/4JqpliGMxn" [X Link](https://x.com/MPelletierCIO/status/2021396390606413942) 2026-02-11T01:30Z 69.9K followers, [----] engagements "winning Household debt as share of GDP. Canada: 103% UK: 80% US: 73% France: 63% China: 62% Germany: 52% Spain: 48% Italy: 39% India: 37% South Africa: 34% Brazil: 34% Saudi: 32% Russia: 22% Indonesia: 16% Mexico: 16% Turkey: 11% Household debt as share of GDP. Canada: 103% UK: 80% US: 73% France: 63% China: 62% Germany: 52% Spain: 48% Italy: 39% India: 37% South Africa: 34% Brazil: 34% Saudi: 32% Russia: 22% Indonesia: 16% Mexico: 16% Turkey: 11%" [X Link](https://x.com/MPelletierCIO/status/2021621168143532409) 2026-02-11T16:23Z 69.9K followers, 10.6K engagements "Same thing happened to Blackberry and it never got its multiple back. Disruption holds no prisoners. Software multiples just hit their lowest level since [----]. From 52x at the peak to 20x today. https://t.co/spBwpCnumT Software multiples just hit their lowest level since [----]. From 52x at the peak to 20x today. https://t.co/spBwpCnumT" [X Link](https://x.com/MPelletierCIO/status/2021803412275466703) 2026-02-12T04:27Z 69.9K followers, [----] engagements "12 to [--] months. CEO of Microsoft AI Mustafa Suleyman joins FT editor Roula Khalaf to explain why most of the tasks accountants lawyers and other professionals currently undertake will be fully automated by AI within the next [--] to [--] months https://t.co/yYKzS7NIOP https://t.co/HvA6Q7KgIc CEO of Microsoft AI Mustafa Suleyman joins FT editor Roula Khalaf to explain why most of the tasks accountants lawyers and other professionals currently undertake will be fully automated by AI within the next [--] to [--] months https://t.co/yYKzS7NIOP https://t.co/HvA6Q7KgIc" [X Link](https://x.com/MPelletierCIO/status/2021974865264497000) 2026-02-12T15:49Z 69.9K followers, [----] engagements "Demographics and Deficits. Adding the cost of social security to US interest payments on its debt is now than its revenue. Empire no longer can afford to clone itself and you think it should still be the world's reserve currency Can brother Dusk save us" [X Link](https://x.com/MPelletierCIO/status/2021976718723239990) 2026-02-12T15:56Z 69.9K followers, [----] engagements "AI cannot: Build rail lines Replace port infrastructure Eliminate capital intensity Magically remove regulatory constraints Move physical goods without trucks ships rail But it sure as heck can IMPROVE margins. Markets are treating: AI reduces manhours as equivalent to AI destroys the business Thats wrong. Which frankly is how opportunities get created. https://twitter.com/i/web/status/2022032578270958001 https://twitter.com/i/web/status/2022032578270958001" [X Link](https://x.com/MPelletierCIO/status/2022032578270958001) 2026-02-12T19:38Z 69.9K followers, [----] engagements "Vail charges $329 for one adult lift pass at Whistler today ($165 for a youth). $1000 for a day of skiing family of [--]. Average [--] bedroom condo $600/night. Means a family when including food dropping about $2000 a day. Does this look like a recession to you" [X Link](https://x.com/MPelletierCIO/status/2002070998531912190) 2025-12-19T17:38Z 69.9K followers, 1.1M engagements "You know the books are bad when a former provincial NDP minister speaks out like this. Eby is absolutely destroying that beautiful province. The Eby government grew spending by [----] per cent from the Horgan era while only growing revenues by [---] per cent. You cant run a government a household budget or a peanut stand like that for long before it collapses. I have no words for how disastrous Eby has been #bcpoli The Eby government grew spending by [----] per cent from the Horgan era while only growing revenues by [---] per cent. You cant run a government a household budget or a peanut stand like" [X Link](https://x.com/MPelletierCIO/status/2021225974927343942) 2026-02-10T14:13Z 69.9K followers, [----] engagements "Don't kid yourself. Should there be a global sovereign debt and currency crisis Carney will seize and then nationalize mining and oil and gas assets to backstop its debt and there will be nothing the Provinces will do about it. The Provincial assets are his insurance policy. Now you know why Canada is the ONLY OECD country that DOES NOT own gold" [X Link](https://x.com/MPelletierCIO/status/2021637539703279751) 2026-02-11T17:28Z 69.9K followers, 88.2K engagements "We must all make sacrifices comrade. Prime Minister Mark Carney spent at least $300000 on in-flight catering during his travels since taking office last March plus at least another $472000 when he got where he was going records from Global Affairs Canada show. Carney spent over $772K on in-flight catering and hotels last year National Post https://t.co/Wb8ilS6sja Carney spent over $772K on in-flight catering and hotels last year National Post https://t.co/Wb8ilS6sja" [X Link](https://x.com/MPelletierCIO/status/2021637897661923599) 2026-02-11T17:30Z 69.9K followers, [----] engagements "He's finished. $MSTR First time Ive seen Saylor look nervous speaking publicly. He cant say anything else but deep down he knows extreme downside scenarios arent impossible. $BTC https://t.co/PS3NDZhYao First time Ive seen Saylor look nervous speaking publicly. He cant say anything else but deep down he knows extreme downside scenarios arent impossible. $BTC https://t.co/PS3NDZhYao" [X Link](https://x.com/MPelletierCIO/status/2021717608136159728) 2026-02-11T22:46Z 69.9K followers, 31K engagements "Canada needs to slow play this. Eventually this nonsense is going to end. MAJORITY OF U.S. HOUSE BACKS RESOLUTION THAT WOULD END TRUMP'S CANADA TARIFFS VOTING CONTINUES MAJORITY OF U.S. HOUSE BACKS RESOLUTION THAT WOULD END TRUMP'S CANADA TARIFFS VOTING CONTINUES" [X Link](https://x.com/MPelletierCIO/status/2021743051463700833) 2026-02-12T00:28Z 69.9K followers, 11.6K engagements "Open source AI will kill software and transition to hardware that supports open source AI. Wild times. Marc Andreessen's new interview on the future of AI. "There's like a rotation from software into hardware. It's possible all the value accrues to the chips and the energy and then software is all open source." https://t.co/S09rVda609 Marc Andreessen's new interview on the future of AI. "There's like a rotation from software into hardware. It's possible all the value accrues to the chips and the energy and then software is all open source." https://t.co/S09rVda609" [X Link](https://x.com/MPelletierCIO/status/2021804822081720355) 2026-02-12T04:33Z 69.9K followers, [----] engagements "Rather than cut fiscal deficit spending governments will find ways to keep it going like raising taxes. Were in a global spiral. One step closer to a sovereign debt crisis. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies" [X Link](https://x.com/MPelletierCIO/status/2021946013721014596) 2026-02-12T13:54Z 69.9K followers, [----] engagements "Copper. Read my latest article- The mining business is miserable when supply is abundant and prices languish. But when the world really needs what you haveand cant get it elsewherethe rewards can be life-changing. Copper is at that inflection point https://t.co/FUJmuWJWLV Read my latest article- The mining business is miserable when supply is abundant and prices languish. But when the world really needs what you haveand cant get it elsewherethe rewards can be life-changing. Copper is at that inflection point https://t.co/FUJmuWJWLV" [X Link](https://x.com/MPelletierCIO/status/2021946197330866186) 2026-02-12T13:55Z 69.9K followers, [----] engagements "@nationalpost It had nothing to do with transgender and everything to do with mental health. There is a mental health crisis among young people and they need more help" [X Link](https://x.com/MPelletierCIO/status/2021950276715032719) 2026-02-12T14:11Z 69.9K followers, [----] engagements "And copper uranium silver. US electricity demand is forecast to grow by 52% over the next [--] years up from an earlier estimate of 31% just one year ago(). Staggering growth relative to prior decades and hugely bullish we believe for natural gas. https://t.co/FNNXKAuJlE US electricity demand is forecast to grow by 52% over the next [--] years up from an earlier estimate of 31% just one year ago(). Staggering growth relative to prior decades and hugely bullish we believe for natural gas. https://t.co/FNNXKAuJlE" [X Link](https://x.com/MPelletierCIO/status/2021972973239017586) 2026-02-12T15:41Z 69.9K followers, [----] engagements "Very interesting. Collaborative AI spaces for privacy and security. Your AI conversations aren't privileged. Yesterday Judge Jed Rakoff ruled that [--] documents a defendant generated using an AI tool and later shared with his defense attorneys are not protected by attorney-client privilege or work product doctrine. The logic is simple: an AI Your AI conversations aren't privileged. Yesterday Judge Jed Rakoff ruled that [--] documents a defendant generated using an AI tool and later shared with his defense attorneys are not protected by attorney-client privilege or work product doctrine. The" [X Link](https://x.com/MPelletierCIO/status/2021973497145438422) 2026-02-12T15:43Z 69.9K followers, [----] engagements "Wins the day. Answer me a serious question folks you would be comfortable with this man as your counterparty $MSTR gm https://t.co/6uz8u8wdWC gm https://t.co/6uz8u8wdWC" [X Link](https://x.com/MPelletierCIO/status/2021977178360230382) 2026-02-12T15:58Z 69.9K followers, [----] engagements "Fugly. $CBRE CBRE plummets almost 30% in two days as CRE problems emerge #MacroEdge https://t.co/DI9Dttz9LK CBRE plummets almost 30% in two days as CRE problems emerge #MacroEdge https://t.co/DI9Dttz9LK" [X Link](https://x.com/MPelletierCIO/status/2022030383781695700) 2026-02-12T19:29Z 69.9K followers, [----] engagements "This is offside on so many levels. Surprised regulators @SECGov let him get away with such statements. https://x.com/i/status/2021774936550125864 "that's the engineering - I give you the upside you have no downside and I pay you a dividend while you wait to get rich" https://t.co/AfE6XmXCVt https://x.com/i/status/2021774936550125864 "that's the engineering - I give you the upside you have no downside and I pay you a dividend while you wait to get rich" https://t.co/AfE6XmXCVt" [X Link](https://x.com/MPelletierCIO/status/2022053284123681052) 2026-02-12T21:00Z 69.9K followers, [----] engagements "A HUGE shout out to my fellow @TriVest_WAPC PM Steve Rowles who raised $51k for men's mental health. A cause very dear to my heart. Be sure to tune in tomorrow morning at 8am EST as he co-hosts @BNNBloomberg" [X Link](https://x.com/MPelletierCIO/status/2022094604708069470) 2026-02-12T23:44Z 69.9K followers, [----] engagements "Were doomed. JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion. JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion" [X Link](https://x.com/MPelletierCIO/status/2022158321059496058) 2026-02-13T03:58Z 69.9K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MPelletierCIO Martin Pelletier
Martin 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.
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Social Influence
Social category influence finance #1288 countries 22.64% stocks #1779 cryptocurrencies #824 technology brands 4.4% automotive brands 3.77% travel destinations 2.52% exchanges 1.26% luxury brands 1.26% financial services 1.26%
Social topic influence canada #288, silver #1139, in the #5227, ai #4179, copper #164, business #2568, gold 5.03%, ceo #725, more than #2033, debt #66
Top accounts mentioned or mentioned by @oliver_trpcic @michellmybelle @krysjohn @topalliedaceww1 @bnnbloomberg @mileslunn @johnmaher0 @cyncyty66 @jasonvoorhees_z @stratanalytica @dont_youthink @olivertrpcic @drjacobsrad @markjcarney @trivestwapc @justinczternast @notbadbradley @thedave2006 @princeof416 @learningdan
Top assets mentioned Bitcoin (BTC) BHP Group Limited (BHP) Strategy (MSTR) Agnico Eagle Mines Ltd. (AEM) Rio Tinto plc (RIO) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) AT&T Inc. (T) DoorDash Inc. (DASH) Coinbase Global Inc. (COIN) Honeywell International Inc (HON) Heroes of NFT (HON)
Top Social Posts
Top posts by engagements in the last [--] hours
"A man of the people they said. Look at all of those solar panels and net zero heating. The fact that so many got fooled by this man and the exact same thing is happening with Carney. The only one winning at the end of their terms are themselves. Fool me once shame on you fool me twice shame on me. Justin Trudeau is reportedly moving back to Montreal after buying a $4.26M home in Outremont. Built in [----] on a [----] sq m lot reports say it was valued around $5.99M but sold for $4.26M. https://t.co/yZq50lhTIL Justin Trudeau is reportedly moving back to Montreal after buying a $4.26M home in"
X Link 2026-02-12T02:41Z 69.9K followers, 75K engagements
"We started building a large position for clients on the tax loss selling in November/December [----]. The best among the telcos in our opinion. Also own it personally. $T Telus. Wow Former CEO of CIBC Victor Dodig becoming the CEO underperforming telco Telus He will take the reins in July at a time when $T.to has been plumbing around 13-year lows and investor angst around the dividend (8.6% yield) We rarely (never) see this kind of comeback from a Wow Former CEO of CIBC Victor Dodig becoming the CEO underperforming telco Telus He will take the reins in July at a time when $T.to has been"
X Link 2026-02-12T14:03Z 69.9K followers, 14K engagements
"Housing market is toast. Going down AND currency debasement. Worst case scenario. BREAKING: US home sales fell -8.4% in January the biggest monthly decline since February [----]. BREAKING: US home sales fell -8.4% in January the biggest monthly decline since February 2022"
X Link 2026-02-12T16:52Z 69.9K followers, 53.4K engagements
"Saudi Aramco CEO Amin Nasser stated that they expect oil demand in the second half of [----] to be more than [--] million barrels per day higher than in the first half. h/t @joshyoung https://www.cnbc.com/2025/08/05/saudi-aramco-q2-earnings-2025.html https://www.cnbc.com/2025/08/05/saudi-aramco-q2-earnings-2025.html"
X Link 2025-08-05T15:32Z 69.8K followers, [----] 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 69.8K followers, 36.8K engagements
"What a chart. Cruise control. Get a public sector job in Canada and set it on cruise control and coast until that defined benefit pension plan arrives. Canada faces a Productivity Emergency in part because of the decline in Public Sector productivity. Note: this was NOT always the case Productivity growth is the only sustainable way to improve the standard of living of Canada's Working Class. All of us should demand better. https://t.co/idLCeGhbC1 Canada faces a Productivity Emergency in part because of the decline in Public Sector productivity. Note: this was NOT always the case Productivity"
X Link 2025-12-17T03:31Z 69.8K followers, 17.7K engagements
"My God what the hell is Carney doing JUST IN: China is urging Canada to distance itself from the United States as Prime Minister Mark Carney arrives in Beijing. State media is calling on Ottawa to move away from its U.S. alliance and adopt what China describes as strategic autonomy. https://t.co/1j39N0MlCL JUST IN: China is urging Canada to distance itself from the United States as Prime Minister Mark Carney arrives in Beijing. State media is calling on Ottawa to move away from its U.S. alliance and adopt what China describes as strategic autonomy. https://t.co/1j39N0MlCL"
X Link 2026-01-14T15:31Z 69.8K followers, 857.9K engagements
"Should I buy copper 🤔"
X Link 2026-01-15T03:43Z 69.8K followers, [----] engagements
"I'm looking at putting a short-Carney trade together. Stay tuned"
X Link 2026-01-22T15:57Z 69.8K followers, 18.6K engagements
"What's funny is that Carney/Trudeau LPC government still doing this exact same stuff. And the voters keep supporting it. 🚨 JUST IN: In a bombshell speech German Chancellor Friedrich Merz just called the EUROPEAN UNION A COMPLETE FAILURE in front of global elites by stating "Germany and Europe have wasted incredible potential. We have become the world champion of over-regulation and zero growth." https://t.co/0BXk5C29EY 🚨 JUST IN: In a bombshell speech German Chancellor Friedrich Merz just called the EUROPEAN UNION A COMPLETE FAILURE in front of global elites by stating "Germany and Europe"
X Link 2026-01-22T20:56Z 69.8K followers, 17.4K engagements
"This tells you everything"
X Link 2026-01-24T20:09Z 69.8K followers, 30.1K engagements
"USMCA is toast this June. Carney just pissed off our largest trading partner ahead of negotiations. Lets hope he gets his majority soon so he can back off. CANADA PM CARNEY SAYS REVIEW OF USMCA TRADE DEAL WILL BE ROBUST CARNEY SAYS SOME OF TRUMP'S RECENT COMMENTS SHOULD BE VIEWED IN CONTEXT OF USMCA REVIEW CANADA PM CARNEY SAYS REVIEW OF USMCA TRADE DEAL WILL BE ROBUST CARNEY SAYS SOME OF TRUMP'S RECENT COMMENTS SHOULD BE VIEWED IN CONTEXT OF USMCA REVIEW"
X Link 2026-01-26T15:18Z 69.8K followers, 382.5K engagements
"Very low risk but huge impact tail risk event for Canada. Looks like majority of Albertans more than happy with Carneys MOU. CAD dollar and Cdn bond yields indicating as much. Alberta - Support For Independence: Oppose: 72% Support: 28% Ipsos / Jan [--] [----] Alberta - Support For Independence: Oppose: 72% Support: 28% Ipsos / Jan [--] 2026"
X Link 2026-01-27T04:46Z 69.8K followers, [----] engagements
"The elbows up insulting @realDonaldTrump is working its magic. Carney killing it among Canadians. Good news for our dollar and bond yields. For now. June isnt that far away though. Mark Carney's approval ratings look like nothing else in the modern era https://t.co/hyk8RGdnOs https://t.co/6DzIaz8p4v Mark Carney's approval ratings look like nothing else in the modern era https://t.co/hyk8RGdnOs https://t.co/6DzIaz8p4v"
X Link 2026-01-27T04:49Z 69.8K followers, [----] engagements
"Meanwhile. JUST IN - Y Combinator the US startup incubator behind companies like DoorDash Airbnb and Coinbase has removed Canada from a list of countries where it will invest - BBG JUST IN - Y Combinator the US startup incubator behind companies like DoorDash Airbnb and Coinbase has removed Canada from a list of countries where it will invest - BBG"
X Link 2026-01-27T14:49Z 69.8K followers, [----] engagements
"We've chosen $BHP as our horse in the race. Copper is now the biggest earnings driver for major miners in [----] copper could make up 35% of diversified miners EBITDA up 14% from eight years ago reshaping sector earnings and strategy. Rio Tinto stands out having lifted copper output by 54% since [----] with Oyu Tolgoi https://t.co/0nvyJ4lXKb Copper is now the biggest earnings driver for major miners in [----] copper could make up 35% of diversified miners EBITDA up 14% from eight years ago reshaping sector earnings and strategy. Rio Tinto stands out having lifted copper output by 54% since 2019"
X Link 2026-01-29T16:05Z 69.8K followers, [----] engagements
"Kaboom Recent new position for clients. $HON Honeywell CEO: "We concluded [----] with strong results.Orders grew 23% stemming from robust demand in the Aerospace Tech & Energy & Sustainability Solutions segments.As a result we exited [----] with a record backlog of over $37B which positions us well for 2026" $HON: +0.2% PM https://t.co/fYH9R8LJow Honeywell CEO: "We concluded [----] with strong results.Orders grew 23% stemming from robust demand in the Aerospace Tech & Energy & Sustainability Solutions segments.As a result we exited [----] with a record backlog of over $37B which positions us well for"
X Link 2026-01-29T18:17Z 69.8K followers, [----] engagements
"Bombardier. Quebec has to be upset with this"
X Link 2026-01-30T01:58Z 69.8K followers, 87.4K engagements
"Very very dangerous position to be taking. John Manley on Canada moving on from CUSMA: "I think we did perfectly well before we had the Canada-US free trade agreement. It came into effect in [----]. We were a very successful country at that point . We'd like to have it. We don't need it. We can move on without it." https://t.co/QwBdATh1U4 John Manley on Canada moving on from CUSMA: "I think we did perfectly well before we had the Canada-US free trade agreement. It came into effect in [----]. We were a very successful country at that point . We'd like to have it. We don't need it. We can move on"
X Link 2026-01-30T02:01Z 69.8K followers, 20.6K engagements
"Warsh has historically argued that asset prices are too elevated because of years of ultraeasy monetary policy. He believes the Fed should tighten financial conditions even if that means stocks fall credit spreads widen and the wealth effects reverse. This is because lower asset prices reduce demand in the economy which then allows the Fed to cut rates without reigniting inflation. Interesting to see how the market reacts tomorrow. Warsh will get you a lot of cuts but you might not like how we there. Warsh will get you a lot of cuts but you might not like how we there"
X Link 2026-01-30T02:30Z 69.8K followers, 127.3K engagements
"Even though Bombardier no longer makes commercial jets it still manufactures business jets and those are the aircraft Trump is targeting. His announcement explicitly mentions Bombardier Global Express / Global series jets as subject to decertification and tariffs if Canada does not certify Gulfstream models. https://twitter.com/i/web/status/2017065232779362805 https://twitter.com/i/web/status/2017065232779362805"
X Link 2026-01-30T02:40Z 69.8K followers, [----] engagements
"Canada's equity market (S&P TSX) was an outperformer last year because of this. Maybe not so much in 2026"
X Link 2026-01-30T19:38Z 69.8K followers, [----] engagements
"Added to positions for clients today. $AEM $BHP"
X Link 2026-01-30T19:39Z 69.8K followers, [----] engagements
"OK so this means they blow out their only remaining asset on their balance sheet - MBS - and push mortgage rates higher. Tell me Kevin how this is going to help Main Street. The alternative is to keep the MBS on book print money and buy US bills that will in turn accelerate the sell off in the USD and send gold and silver higher. If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to win the job of Fed Chair I think this clip might give you a sense of it. (This is from late October.) https://t.co/bThKqh4azR If you want a guess"
X Link 2026-01-30T19:58Z 69.8K followers, [----] engagements
"While spec levered longs got hit hard on Friday with the largest on day drop in silvers history Shanghai is quietly flashing a warning signal for the global silver market. New CEIC data shows physical silver inventories at the Shanghai Futures Exchange dropped sharply from [-----] tons [-----] tons in just one day (Jan 2930). Thats a meaningful draw for one of the worlds most important delivery hubs and reinforces a trend of tightening physical supply. This decline follows other recent reports of falling SHFE silver stockpiles pointing to sustained stress in the physical market. Analysts have"
X Link 2026-01-31T16:55Z 69.8K followers, [----] engagements
"What happened in Friday shows you the dangers of playing paper markets in certain commodities. More interestingly the sell off in the producers creating an excellent opportunity in my opinion and we added to positions in $AEM and $BHP. The day after Gold Silver price collapse Shenzhen Shuibei Gold Market is packed with people. But pricing of merchandise (jewelry price not just metal) is becoming tricky The shops are selling at SGE+ price $5640 for #Gold and $136.8 for #Silver while buying back at global price https://t.co/uS59BZ8hHO The day after Gold Silver price collapse Shenzhen Shuibei"
X Link 2026-01-31T16:59Z 69.8K followers, 10.3K engagements
"Levered longs who were forced out are gone banks like JP Morgan took advantage of this by buying on the sell off and those with real silver still wont sell and certainly wont at paper market prices. Friday's 25% silver crash wasn't about Warsh or dollar strength. It was margin induced liquidation at record prices while physical fundamentals tightened. The smoking gun: SHFE premiums exploded to 25% above US prices during the selloff proving physical holders are hoarding Friday's 25% silver crash wasn't about Warsh or dollar strength. It was margin induced liquidation at record prices while"
X Link 2026-01-31T22:23Z 69.8K followers, 10.9K engagements
"You thought levered long silver specs got hit just wait until you see what happens with $MSTR. 😳🤫 $MSTR - BITCOIN FALLS BELOW MICROSTATEGYS COST BASIS ($76037) FOR FIRST TIME SINCE OCT [----] $MSTR - BITCOIN FALLS BELOW MICROSTATEGYS COST BASIS ($76037) FOR FIRST TIME SINCE OCT 2023"
X Link 2026-01-31T22:36Z 69.8K followers, 11.2K engagements
"Somehow I had missed this as Amazon recently signed a 2year deal with Rio Tinto to secure [-----] tonnes of copper cathode spread over [--] years from the restarted Johnson Camp mine in Arizona"
X Link 2026-02-01T18:26Z 69.8K followers, [----] engagements
"Theyre not even trying to hide it anymore. Reynolds Mastin President and CEO of the Canadian Media Producers Association. h/t @saskatchewan_in"
X Link 2026-02-02T04:09Z 69.8K followers, 30K engagements
"Markets somehow think he wont be the dovish person Trump needs in that position. If Kevin Warsh were a new Paul Volcker [----] would likely mean a radically more hawkish antiinflation Federal Reserve marked by significantly tighter money higher real rates and a willingness to tolerate shortterm economic pain to restore price stability. Have they misjudged Trump Why would Trump appoint someone so contrary to what he wants to see done The market has decided that Kevin Warsh is Paul Volcker. The market has decided that Kevin Warsh is Paul Volcker"
X Link 2026-02-02T04:28Z 69.8K followers, [----] engagements
"I completely agree with @RayDalio on this. We need more voices like this in the market. Ray Dalio: Something needs to prick the bubble to cause a market crash. Futures are pointing to a red day in equities. Gold silver and crypto are also tanking. But I dont think this is the beginning of a crash or correction. Historically what ended overvalued markets was https://t.co/WKYXe6djAK Ray Dalio: Something needs to prick the bubble to cause a market crash. Futures are pointing to a red day in equities. Gold silver and crypto are also tanking. But I dont think this is the beginning of a crash or"
X Link 2026-02-02T15:30Z 69.8K followers, [----] engagements
"I would be more than happy to use my tax dollars to pay for a flight for her to Cuba and stay at a hotel in downtown Havana. Files confirm $458K/yr CEO@FCCAgriculture in remarks to staff praised Castro as visionary described Communist rule in Cuba as impressive: "There's all sorts of aspects to Fidel Castro." https://t.co/AH99D0MdSG #cdnpoli #cdnpoli@JohnBarlowMP@FoodProfessor https://t.co/Yf2VV2xpMb Files confirm $458K/yr CEO@FCCAgriculture in remarks to staff praised Castro as visionary described Communist rule in Cuba as impressive: "There's all sorts of aspects to Fidel Castro.""
X Link 2026-02-02T15:44Z 69.8K followers, [----] engagements
"Interesting. I bet that They Are Not Alone"
X Link 2026-02-02T19:33Z 69.8K followers, [----] engagements
"I bet few of you know that between Dec [---] [----] three of the worlds largest silver refineries (Johnson Matthey Metalor and Heraeus) halted or restricted operations taking [--] million oz/year of capacity offline. Thats 10% of global refining going dark in three weeks. Reported causes spanned feedstock shortages energy spikes environmental compliance costs and labor constraints. But hey Warsh is coming in. That's the narrative. https://twitter.com/i/web/status/2018467445158359140 https://twitter.com/i/web/status/2018467445158359140"
X Link 2026-02-02T23:31Z 69.8K followers, [----] engagements
"Rate hike Australia Interesting. The Reserve Bank of Australia's rate cut cycle is already over. And now it's become the first major central bank of the year to do a rate hike https://t.co/dBdwX8mKOK https://t.co/SexGoMKgVR Interesting. The Reserve Bank of Australia's rate cut cycle is already over. And now it's become the first major central bank of the year to do a rate hike https://t.co/dBdwX8mKOK https://t.co/SexGoMKgVR"
X Link 2026-02-03T13:40Z 69.8K followers, [----] engagements
"Bessent has been urging the Fed to slash interest rates by at least [---] percentage points a highly dovish position. Lower rates reduce the opportunity cost of holding gold which pays no yield. This policy pressure directly pushed gold higher. When yields fall gold typically rallies. And thats exactly what happened following his remarks as gold surged above $3370/oz one of the fastest accelerations in years. So if Bessent or the Treasury had gold exposure inside reserve strategies or hedging programs the rally would indeed help substantially. IMO not nearly enough analysis has been done on"
X Link 2026-02-03T19:43Z 69.8K followers, [----] engagements
"I don't like bonds but I would much rather own bonds than private credit. Private Credit Oh the humanity: https://t.co/7qeX6zqC9C Private Credit Oh the humanity: https://t.co/7qeX6zqC9C"
X Link 2026-02-03T20:09Z 69.8K followers, [----] engagements
"Opportunity Software's forward 12m P/E has compressed from 33.1x to 23.2x multiple contraction of 30%. Valuations are now approaching the [----] and Covid lows. https://t.co/XAaBPxfpdC Software's forward 12m P/E has compressed from 33.1x to 23.2x multiple contraction of 30%. Valuations are now approaching the [----] and Covid lows. https://t.co/XAaBPxfpdC"
X Link 2026-02-03T23:48Z 69.8K followers, [----] engagements
"Private equity also fugly. Why would a PE firm sell an asset at a LOSS when holding it keeps the 2% management fee alive They wouldn't. That's the problem. This is what's called a zombie fund. $130 billion in AUM across [--] firms. No new flagship in 5+ years. Here's the top [--]. Some surprising names on https://t.co/BKrIl7A6Vs Why would a PE firm sell an asset at a LOSS when holding it keeps the 2% management fee alive They wouldn't. That's the problem. This is what's called a zombie fund. $130 billion in AUM across [--] firms. No new flagship in 5+ years. Here's the top [--]. Some surprising names"
X Link 2026-02-03T23:54Z 69.8K followers, [----] engagements
"This is Canada in a nutshell. Were not open for business. Own goal Glencore said on Tuesday it has suspended nearly $1 billion of planned investments at Horne Smelter Canadas largest copper metal-producing operation after failing to secure regulatory certainty from the provincial government of Quebec. https://t.co/alvkcj0BQj Own goal Glencore said on Tuesday it has suspended nearly $1 billion of planned investments at Horne Smelter Canadas largest copper metal-producing operation after failing to secure regulatory certainty from the provincial government of Quebec. https://t.co/alvkcj0BQj"
X Link 2026-02-03T23:57Z 69.8K followers, 55.9K engagements
"Indeed a good read. https://t.co/aPcuRpjaSf https://t.co/aPcuRpjaSf"
X Link 2026-02-04T04:51Z 69.8K followers, 17.1K engagements
"MOUs and more damned MOUs and not a single change. If he was truly serious about building BillC69 would have been scrapped. Meanwhile one giant grift. 'He had promised a Canada building at speeds not seen in a generation only for his tenure to coincide with contractions in everything from manufacturing to construction' https://t.co/4Kwe5RsbUu https://t.co/Oih8JGEjbr 'He had promised a Canada building at speeds not seen in a generation only for his tenure to coincide with contractions in everything from manufacturing to construction' https://t.co/4Kwe5RsbUu https://t.co/Oih8JGEjbr"
X Link 2026-02-04T14:12Z 69.8K followers, 12.7K engagements
"And its all Trumps fault. And when Trumps gone itll still be his fault. Canada's economy is 'on life support': Rosenberg https://t.co/zjtN0XVMMX Canada's economy is 'on life support': Rosenberg https://t.co/zjtN0XVMMX"
X Link 2026-02-04T14:13Z 69.8K followers, 14.5K engagements
"Bill C69 *TRUMP: MILLIONS OF BARRELS OF VENEZUELAN OIL HEADING TO HOUSTON https://t.co/oeNcce0xRE *TRUMP: MILLIONS OF BARRELS OF VENEZUELAN OIL HEADING TO HOUSTON https://t.co/oeNcce0xRE"
X Link 2026-02-04T15:25Z 69.8K followers, [----] engagements
"Tail risk event with huge consequences. Saying Alberta doesn't matter is as stupid as saying we can go without CUSMA. The country needs to wake up and start working together. Scrap Bill C69 is an excellent place to start. Until then its more talk and worthless MOUs. Rising separatist sentiment could come with real risks to jobs and income. I estimate nearly [--] million jobs depend on interprovincial trade with Alberta and Quebec. My latest for @TheHubCanada here: https://t.co/eVnXhQNQxZ #cdnecon #cdnpoli https://t.co/cac0nrQhyw Rising separatist sentiment could come with real risks to jobs and"
X Link 2026-02-04T16:51Z 69.8K followers, [----] engagements
"Stock getting absolutly pounded $AMD -18% AMD Suffers Worst Rout Since [----] on Disappointing Forecast. Listen for more on Bloomberg Intelligence. AMD Suffers Worst Rout Since [----] on Disappointing Forecast. Listen for more on Bloomberg Intelligence"
X Link 2026-02-04T17:59Z 69.8K followers, [----] engagements
"Kaboom #BTC JUST IN: US Treasury says it can't "bail out" Bitcoin JUST IN: US Treasury says it can't "bail out" Bitcoin"
X Link 2026-02-04T18:04Z 69.8K followers, [----] engagements
"What a thread from Whitney with a splash of my own take. Private equity firms have been buying U.S. life insurers and heavily reallocating roughly 10% of their assets into private credit and direct lending. They then rely on a single private ratings agency that systematically inflates credit ratings allowing these assets to qualify under looser rules and benefit from extremely low capital chargessimilar to how Greek bonds were treated before the GFC. However there are concerns as to how much of the underlying collateral is weak or outright fraudulent with defaults already above 10% even after"
X Link 2026-02-04T19:44Z 69.8K followers, 11.4K engagements
"Investors are treating Europes safest companies as if they are almost riskfreeat a level not seen since before the Global Financial Crisis. Is this a sign of complacency and risk-on OR I would argue a lack of faith in holding government debt on what could eventually be an emerging sovereign debt crisis Governments are collectively refusing to reign in spending until bond vigilantes will force them"
X Link 2026-02-04T19:47Z 69.8K followers, [----] engagements
"What a chart"
X Link 2026-02-04T20:51Z 69.8K followers, [----] engagements
"Yes its February in Calgary"
X Link 2026-02-04T21:21Z 69.8K followers, [----] engagements
"My latest market update and strategy via @BNNBloomberg $MSFT $GOOG $BHP $AEM https://www.bnnbloomberg.ca/video/shows/the-close/2026/02/04/is-warsh-nomination-scaring-investors/ https://www.bnnbloomberg.ca/video/shows/the-close/2026/02/04/is-warsh-nomination-scaring-investors/"
X Link 2026-02-05T03:12Z 69.8K followers, [----] engagements
"The powers that be DO NOT want it higher. Not something to be on the other side of. Careful folks. #Silver BREAKING: Silver prices crash -22% in [--] hours now dropping below $74/oz as metals post a massive reversal. Thats -$17/oz in just two hours. https://t.co/wBVc5cavD7 BREAKING: Silver prices crash -22% in [--] hours now dropping below $74/oz as metals post a massive reversal. Thats -$17/oz in just two hours. https://t.co/wBVc5cavD7"
X Link 2026-02-05T03:25Z 69.8K followers, 13.9K engagements
"Going higher. Of note in the bond market: The US yield curve continues to steepen with 2s-10s now trading at [--] bpsits widest level since early [----]. #economy #markets #bonds https://t.co/W955UedWrh Of note in the bond market: The US yield curve continues to steepen with 2s-10s now trading at [--] bpsits widest level since early [----]. #economy #markets #bonds https://t.co/W955UedWrh"
X Link 2026-02-05T14:13Z 69.8K followers, [----] engagements
"I would add time is the great equalizer so if gambling on these type of assets like $MSTR you better damn well get the exit right"
X Link 2026-02-05T14:17Z 69.8K followers, [----] engagements
"Commodities getting hit on US JOLTS report huge miss"
X Link 2026-02-05T15:02Z 69.8K followers, [----] engagements
"Bitcoin #BTC getting destroyed. Anything with these drawdowns will never be a "store of wealth""
X Link 2026-02-05T15:04Z 69.8K followers, 16.9K engagements
"I thought Volvo's were crash proof. Shares of Swedens Volvo Cars tumbled more than 28% on Thursday putting the company on track for its worst trading day ever. Today's action would make dynamite's inventor Alfred Nobel proud. https://www.cnbc.com/2026/02/05/volvo-cars-shares-autos-tariffs-profit.html https://www.cnbc.com/2026/02/05/volvo-cars-shares-autos-tariffs-profit.html"
X Link 2026-02-05T15:22Z 69.8K followers, [----] engagements
"Why in the hell is BillC69 still in place If Carney was serious about this this bill would scrapped and he will have my support and many others. The fact is he wont do it. It is against his "Values." Wake up Canada. Harper warned that Canada must not become a captive resource colony of the U.S. shipping its valuable energy and minerals to a single customer. Supporting the energy sector will solve two of the country's problems: reducing the country's overreliance on the flow of goods to the Harper warned that Canada must not become a captive resource colony of the U.S. shipping its valuable"
X Link 2026-02-05T15:28Z 69.8K followers, [----] engagements
"Past [--] months: Bitcoin -35% S&P [---] +12% Remember who recommended it to you and why"
X Link 2026-02-05T17:56Z 69.8K followers, [----] engagements
"Mark Carney is playing a very dangerous game. Canada needs to give him his majority and then he will back off. But what will be the long-term cost of implementing his Values on our economy"
X Link 2026-02-05T19:06Z 69.8K followers, 15K engagements
"Wow. $AMZN BREAKING: Amazon stock $AMZN falls -10% after reporting Q4 [----] earnings. It's now down -15% on the day including its regular hours move. https://t.co/pkzYdSS9No BREAKING: Amazon stock $AMZN falls -10% after reporting Q4 [----] earnings. It's now down -15% on the day including its regular hours move. https://t.co/pkzYdSS9No"
X Link 2026-02-06T00:32Z 69.8K followers, [----] engagements
"Broken. In my [--] years of trading I have never seen a crazier move than what just happened to silver past few weeks https://t.co/VbvCufqCMQ In my [--] years of trading I have never seen a crazier move than what just happened to silver past few weeks https://t.co/VbvCufqCMQ"
X Link 2026-02-06T00:32Z 69.8K followers, 12.7K engagements
"Im sorry but there needs to be accountability. Look up which financial pundit or strategist recommended this in the last [--] to [--] months"
X Link 2026-02-06T00:35Z 69.8K followers, 62.4K engagements
"What happens when you are on the other side of a Trump trade. 😂 If you invested $100000 into ETH when Eric Trump told you to buy you would now have $1245 https://t.co/6rr7NkqWEA If you invested $100000 into ETH when Eric Trump told you to buy you would now have $1245 https://t.co/6rr7NkqWEA"
X Link 2026-02-06T00:36Z 69.8K followers, [----] engagements
"Wins the day. JUST IN: Those betting on the return of Jesus on Polymarket this year have outperformed Bitcoin investors over the past [--] years. JUST IN: Those betting on the return of Jesus on Polymarket this year have outperformed Bitcoin investors over the past [--] years"
X Link 2026-02-06T00:42Z 69.8K followers, [----] engagements
"Apparently markets eventually demand to know what their return on capital is 🤷 [--] months ago analysts expected AMZN GOOGL and MSFT to plough a combined $244 billion into capex. Nowthat number is $494 billionthis is a positively staggering sum; its no wonder markets are balking at the prospect of funding it: @bespokeinvest [--] months ago analysts expected AMZN GOOGL and MSFT to plough a combined $244 billion into capex. Nowthat number is $494 billionthis is a positively staggering sum; its no wonder markets are balking at the prospect of funding it: @bespokeinvest"
X Link 2026-02-06T03:12Z 69.8K followers, [----] engagements
"Nailed it Arthur C. Clarke on BBC's Horizon in [----] when he gave some astonishing predictions about the future. https://t.co/oe7XpUkSoT Arthur C. Clarke on BBC's Horizon in [----] when he gave some astonishing predictions about the future. https://t.co/oe7XpUkSoT"
X Link 2026-02-06T04:09Z 69.8K followers, [----] engagements
"Stock getting pounded. And dont forget folks the LPC Federal Government lost hundreds of millions funding this poorly run company. BREAKING: Stellantis $STLA is taking a $26 billion hit and writing down their electric vehicle business. The stock has collapsed on the news now down -27% today. https://t.co/JOQelFyEF3 BREAKING: Stellantis $STLA is taking a $26 billion hit and writing down their electric vehicle business. The stock has collapsed on the news now down -27% today. https://t.co/JOQelFyEF3"
X Link 2026-02-06T13:27Z 69.8K followers, [----] engagements
"Copper. BIG TECH TO POUR $650B INTO AI IN [----] $GOOGL $AMZN $META and $MSFT plan to spend about $650 billion next year on data centers chips and infrastructure as the AI race intensifies a level of investment unmatched this century. Spending is up roughly 60% year over year https://t.co/h0DY1zgxU6 BIG TECH TO POUR $650B INTO AI IN [----] $GOOGL $AMZN $META and $MSFT plan to spend about $650 billion next year on data centers chips and infrastructure as the AI race intensifies a level of investment unmatched this century. Spending is up roughly 60% year over year https://t.co/h0DY1zgxU6"
X Link 2026-02-06T13:33Z 69.8K followers, [----] engagements
"A very senior Cdn bank executive told me they finally phased out fax machines two years ago. Canada is so far behind technologically and what is happening now will leave us so even further behind that we may never be able to catch up. Third World. GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE ACCOUNTING COMPLIANCE ROLES Embedded Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work - CNBC https://t.co/BcVwYUj301 GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE ACCOUNTING COMPLIANCE ROLES"
X Link 2026-02-06T13:41Z 69.8K followers, [----] engagements
"Few talking how our education system will be massively disrupted by AI would love to see more. Please post links. Thanks"
X Link 2026-02-06T13:56Z 69.8K followers, [----] engagements
"The days of owning are over. Rent deploy the equity in other assets that dont have servicing costs and that will make you $. This is crazy. I dont know how people are making it financially in Florida. Home insurance is soaring in price in 2026: https://t.co/mSmoMZbOhM This is crazy. I dont know how people are making it financially in Florida. Home insurance is soaring in price in 2026: https://t.co/mSmoMZbOhM"
X Link 2026-02-06T14:01Z 69.8K followers, 10.4K engagements
"Um she expected no risk to principle and 24% per year in interest payments. Come on. I would like my money back: Ontario woman worried $150K invested in private lending is gone https://t.co/d9ZCMPIv7g I would like my money back: Ontario woman worried $150K invested in private lending is gone https://t.co/d9ZCMPIv7g"
X Link 2026-02-06T14:50Z 69.8K followers, 21.6K engagements
"Peter was rich but now he is just famous"
X Link 2026-02-06T15:08Z 69.8K followers, 11.8K engagements
""energy super power" by subsidizing EV purchases. Yes folks this is our energy minister. Bill C69 remains in place and as long as it does we will NOT be an energy super power. Wake the hell up Canada. In these uncertain times Canada is protecting our auto-workers and auto-industry. More EVs will help make us an energy super power for decades to come https://t.co/9I59TuK01J In these uncertain times Canada is protecting our auto-workers and auto-industry. More EVs will help make us an energy super power for decades to come https://t.co/9I59TuK01J"
X Link 2026-02-06T15:15Z 69.8K followers, 10.7K engagements
"Hey Matthew and WEF piss off. WEF World Economic Forum Matthew Liao: We can induce 'meat allergy' by using Lone Star Ticks to stop the consumption of meat and help the planet https://t.co/C2qmYq0WGb WEF World Economic Forum Matthew Liao: We can induce 'meat allergy' by using Lone Star Ticks to stop the consumption of meat and help the planet https://t.co/C2qmYq0WGb"
X Link 2026-02-06T23:02Z 69.8K followers, [----] engagements
"Our BoC Governor is a rocket scientist 🤣 Macklem says loss of CUSMA would mean recession for the Canadian economy https://t.co/ZyTVoSaUrq Macklem says loss of CUSMA would mean recession for the Canadian economy https://t.co/ZyTVoSaUrq"
X Link 2026-02-07T03:23Z 69.8K followers, 12.5K engagements
"Watch this and tell me why you dont want GOLD even at current prices"
X Link 2026-02-07T03:27Z 69.8K followers, 15.6K engagements
"Just beginning. Desperate Toronto sellers offering up to $500000 cash back to off-load condos realtors say https://t.co/f9xgDDUryf Desperate Toronto sellers offering up to $500000 cash back to off-load condos realtors say https://t.co/f9xgDDUryf"
X Link 2026-02-07T16:37Z 69.8K followers, 34.1K engagements
"I ask it questions all day. Its how I primarily use it. Jensen Huang: "I use AI everyday. But 90% of people are using it wrong." https://t.co/yyGS3R3Zwj Jensen Huang: "I use AI everyday. But 90% of people are using it wrong." https://t.co/yyGS3R3Zwj"
X Link 2026-02-07T16:55Z 69.8K followers, [----] engagements
"The people on the left of this picture below control the vote and will continue to do so until the people on the right side of the picture step up demand change. Suddenly affordability takes precedence over carbon tax. Suddenly tools are in place to promote entrepreneurial opportunities instead of low income jobs. Suddenly people are given the freedom to deploy their money the way they want to instead of giving it to the government to do it for them. Park Extension and Town of Mount Royal in Montreal represent one of the most striking examples of wealth disparity in Canada"
X Link 2026-02-07T17:01Z 69.8K followers, 12.4K engagements
"For a great cause mens mental health Please help 🙏 50/50. Rafflebox: Help support the Tackle the Stigma - The Big Game: Supporting Men's Mental Health and have a chance to win some real prizes. https://www.rafflebox.ca/raffle/2026thebiggame https://www.rafflebox.ca/raffle/2026thebiggame"
X Link 2026-02-07T18:22Z 69.8K followers, [----] engagements
"Canadian regulations clearly are NOT getting loosened. Its all a lie from Ottawa. Canada's only copper smelter and the largest processor of metals from electronic scrap in North America may have to shut down in [----] 👇 Canada's only copper smelter and the largest processor of metals from electronic scrap in North America may have to shut down in [----] 👇"
X Link 2026-02-07T19:21Z 69.8K followers, 15.7K engagements
"@Tangul_Bei Hermes"
X Link 2026-02-07T23:42Z 69.8K followers, [--] engagements
"But hey lets open a consul in Greenland. Priorities. Food inflation on the rise since [----] peaked again at the end of 2025: Bank of Canada 'Since [----] Canadians have seen grocery prices rise by about 22% in contrast with other consumer prices that have gone up on average by 13%' https://t.co/OWKNg4afqC https://t.co/5FlSGjpH04 Food inflation on the rise since [----] peaked again at the end of 2025: Bank of Canada 'Since [----] Canadians have seen grocery prices rise by about 22% in contrast with other consumer prices that have gone up on average by 13%' https://t.co/OWKNg4afqC"
X Link 2026-02-08T15:04Z 69.8K followers, [----] engagements
"Gold. Yesterday I got a #2 "Baconator" at Wendy's. OK shoot me. But the point is it cost over $17. Yesterday I got a #2 "Baconator" at Wendy's. OK shoot me. But the point is it cost over $17"
X Link 2026-02-08T18:12Z 69.8K followers, [----] engagements
"Super Bowl halftime show was awesome"
X Link 2026-02-09T04:35Z 69.8K followers, [----] engagements
"Of course they did. And it will happen. Ford will support Carney again and majority easily secured. Carney Ford discussed idea of an early federal election to secure majority sources say https://t.co/aHLJ5Ggznz Carney Ford discussed idea of an early federal election to secure majority sources say https://t.co/aHLJ5Ggznz"
X Link 2026-02-09T14:08Z 69.8K followers, [----] engagements
"Election inbound. NEW Elections Canada has reportedly ordered [------] poll tally sheets to prepare for an upcoming election. With new reports of Mark Carney consulting Doug Ford on the possibility of a snap election it appears even more likely now https://t.co/HSMI25ssK7 NEW Elections Canada has reportedly ordered [------] poll tally sheets to prepare for an upcoming election. With new reports of Mark Carney consulting Doug Ford on the possibility of a snap election it appears even more likely now https://t.co/HSMI25ssK7"
X Link 2026-02-09T17:36Z 69.8K followers, [----] engagements
"Confirmation that this market still has legs. TOTALLY CRAZY #Alphabethas attracted $100bn of orders for abond salethats expected to be $15bn BBG reports citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond offering showing investor hunger to buy debt tied to https://t.co/Z5Kyxqbq11 TOTALLY CRAZY #Alphabethas attracted $100bn of orders for abond salethats expected to be $15bn BBG reports citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond offering showing investor hunger to buy debt"
X Link 2026-02-09T18:32Z 69.8K followers, [----] engagements
"Bookmarked. This is highly unusual. A suspicious account on Polymarket placed a $100000 bet predicting a US attack on Iran tonight. It pays out $4 million if it hits. Government insider trading or just a degen gambler https://t.co/aF63d6g8Gp This is highly unusual. A suspicious account on Polymarket placed a $100000 bet predicting a US attack on Iran tonight. It pays out $4 million if it hits. Government insider trading or just a degen gambler https://t.co/aF63d6g8Gp"
X Link 2026-02-09T20:27Z 69.8K followers, 16.5K engagements
"The video is from a recent Fox Business interview with Larry Kudlow on February [--] [----]. In it Trump discusses regretting his [----] choice of Jerome Powell over Kevin Warsh for Fed chair calling it a "big mistake" influenced by his Treasury Secretary. The clip appears authentic based on episode details and matching reports from Fox WSJ and others. https://twitter.com/i/web/status/2021038380524634389 https://twitter.com/i/web/status/2021038380524634389"
X Link 2026-02-10T01:47Z 69.9K followers, [----] engagements
"The video is from a recent Fox Business interview with Larry Kudlow on February [--] [----]. In it Trump discusses regretting his [----] choice of Jerome Powell over Kevin Warsh for Fed chair calling it a "big mistake" influenced by his Treasury Secretary. The clip appears authentic based on episode details and matching reports from Fox WSJ and others. https://twitter.com/i/web/status/2021039195503067318 https://twitter.com/i/web/status/2021039195503067318"
X Link 2026-02-10T01:51Z 69.8K followers, [---] engagements
"@Oliver_Trpcic @mrjuliusrose @judyshel @jkenney I did. Got me good"
X Link 2026-02-10T02:41Z 69.8K followers, [--] engagements
"So many falling for this. I did. The video is from a recent Fox Business interview with Larry Kudlow on February [--] [----]. In it Trump discusses regretting his [----] choice of Jerome Powell over Kevin Warsh for Fed chair calling it a "big mistake" influenced by his Treasury Secretary. The clip appears authentic based on episode details and matching reports from Fox WSJ and others. https://twitter.com/i/web/status/2021052865247432822 https://twitter.com/i/web/status/2021052865247432822"
X Link 2026-02-10T02:45Z 69.9K followers, 33.4K engagements
"@DrJacobsRad It where and how you buy it thats the house"
X Link 2026-02-10T23:29Z 69.8K followers, [---] engagements
"And for clarity this isn't a given far from it. I'm just stating my belief on how I think its being viewed as "an insurance policy" by the existing LPC Federal gov't"
X Link 2026-02-11T18:11Z 69.9K followers, [----] engagements
"THE US EXPORTS MORE NON-ENERGY GOODS TO CANADA THAN IT IMPORTS. The U.S. exported US$349.9 billion in goods to Canada in [----]. The U.S. imported US$421.21 billion worth of goods from Canada in [----]. Of that US$131 billion were mineral fuels (energy products). Subtract energy and you get: $290.21B in nonenergy imports. The U.S. runs a nonenergy goods surplus with Canada of approximately: $32.7 billion"
X Link 2026-02-11T18:29Z 69.9K followers, [----] engagements
"A no-bid market. Imagine what happens if panic set in. New condo sales in the GTA are virtually non existent. Running 91% below the long term average. Completions will hover near zero in [----]. https://t.co/0IF1AbTgIa New condo sales in the GTA are virtually non existent. Running 91% below the long term average. Completions will hover near zero in [----]. https://t.co/0IF1AbTgIa"
X Link 2026-02-11T20:39Z 69.9K followers, [----] engagements
"It could be multiples higher voters who control the vote simply dont care. As long as you dont touch their pension or their home values. $78B deficit target already 192% higher than original forecast is not done yet Budget Office tells senators: 'It may now run a bit higher.' https://t.co/9hMsZ3NXay #cdnpoli@PBO_DPB https://t.co/t3MJHuun2B $78B deficit target already 192% higher than original forecast is not done yet Budget Office tells senators: 'It may now run a bit higher.' https://t.co/9hMsZ3NXay #cdnpoli@PBO_DPB https://t.co/t3MJHuun2B"
X Link 2026-02-12T00:32Z 69.9K followers, [----] engagements
"Rosenburg @EconguyRosie absolutely nails it and is a MUST READ for Canadians. Canada has now endured a decade of virtual stagnation in real per-capita incomes productivity and growth in the private-sector capital stock as well as unprecedented net direct investment outflows. Productivity in Canada is in a secular decline that is not on Trump. Productivity growth is basically flat over the past year and that compares to two per cent in the U.S. and get this almost [--] per cent in Ireland. The Canadian government has built up such a machinery that it represents [--] per cent of GDP. The business"
X Link 2026-02-12T15:20Z 69.9K followers, 27.8K engagements
""The Canadian budget has increased by an average annual compounded rate of 7.07% since 2015/16 while GDP per capita has shown near NO growth." - @AssetTraveller"
X Link 2026-02-12T15:47Z 69.9K followers, [----] engagements
"Ok that is one scary chart on oil. Crude Oil - Make Your Move 🚨🚨 https://t.co/A6QffBv1w5 Crude Oil - Make Your Move 🚨🚨 https://t.co/A6QffBv1w5"
X Link 2026-02-12T15:51Z 69.9K followers, 39.2K engagements
"Given the action in Silver today thought I would repost my piece from monday. Heres how investors can get into trouble when theres a monster rally in silver or any asset. Martin Pelletier: Once an asset becomes speculative you must get the exit right or risk giving back far more than you made https://financialpost.com/investing/how-investors-trouble-monster-silver-rally https://financialpost.com/investing/how-investors-trouble-monster-silver-rally"
X Link 2026-02-12T16:51Z 69.9K followers, [----] engagements
"This is f%$@ing insane. NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a more detailed example: Step [--]. Starting position You own [---] shares. Value on Jan [--] 2028: [-----] Value on Jan https://t.co/GYeAN9jlJ6 NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a more detailed example: Step [--]. Starting position You own [---] shares. Value on Jan [--] 2028: [-----] Value on Jan"
X Link 2026-02-12T17:43Z 69.9K followers, 47.4K engagements
"Simply telling clients that everything is fine based on a market statistic doesnt provide peace of mind. In fact it often does the opposite. What does provide peace of mind is showing clients that you have processes in place that youve thought through the risks that you understand what could go wrong and that portfolios are built to respond if something in the markets turns out not to be okay. Confidence doesnt come from reassurance alone. It comes from preparation. It comes from knowing that when volatility shows up and it always does theres a plan discipline and risk management behind the"
X Link 2026-02-12T18:45Z 69.9K followers, [----] engagements
"Infrastructure stocks getting pounded today. These macro driven algos are insane"
X Link 2026-02-12T19:14Z 69.9K followers, [----] engagements
"Just getting started. Well I admit that if you have asked me three months ago certainly I didn't have the following on my [----] bingo card: ". US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan President Delcy Rodriguez." https://t.co/rrkqNfGoQO Well I admit that if you have asked me three months ago certainly I didn't have the following on my [----] bingo card: ". US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan President Delcy Rodriguez." https://t.co/rrkqNfGoQO"
X Link 2026-02-12T21:22Z 69.9K followers, [----] engagements
"Let me do some quick research for you by simplifying it. Start by slashing ridiculous regulations removing top down gov't control and allocation and instead creating incentives for corporations. Thank you now send me a $6 million cheque. Trevor Tombe: Canada has a productivity problem. Research is how we fix it https://t.co/qUkBVCKE25 https://t.co/xPUzjjtDs9 Trevor Tombe: Canada has a productivity problem. Research is how we fix it https://t.co/qUkBVCKE25 https://t.co/xPUzjjtDs9"
X Link 2026-02-12T23:50Z 69.9K followers, [----] engagements
"No more pipelines Carney using Quebec as an excuse. He will never support such projects especially as it means higher oil output. Dont be fooled Canada dont be fooled"
X Link 2025-02-06T02:02Z 69.9K followers, 146.7K engagements
"No way in hell will he add an oil pipeline to the major projects list. Zero chance. The big question is what will Alberta do when his bluff is exposed Alberta When I sat down with Premier @ABDanielleSmith last week to talk about @MarkJCarney the Premier was clear. He has until the Grey Gup November 16th to add Alberta's pipeline projects to the major projects list because as the Premier said "I think we're getting pretty https://t.co/zrwSbbBdkW Alberta When I sat down with Premier @ABDanielleSmith last week to talk about @MarkJCarney the Premier was clear. He has until the Grey Gup November"
X Link 2025-10-24T03:38Z 69.9K followers, 15.2K engagements
"Franco-Nevada benefitting from high gold prices: Steve Rowles senior portfolio manager at @TriVest_WAPC joins @BNNBloomberg to discuss Franco-Nevada's earnings amid volatile gold trade. https://www.bnnbloomberg.ca/video/shows/trading-day/2025/11/04/franco-nevada-benefitting-from-high-gold-prices-rowles/ https://www.bnnbloomberg.ca/video/shows/trading-day/2025/11/04/franco-nevada-benefitting-from-high-gold-prices-rowles/"
X Link 2025-11-04T20:31Z 69.9K followers, [----] engagements
"Canada is essentially being held hostage by an older demographic insolated from the worsening economic situation because of the massive appreciation in their home and inflation indexed defined benefit pension plan. Everything is "just fine" and therefore no need for change and the focus is on what the MSM keeps telling them - Donald Trump. Yes its that simple folks. https://twitter.com/i/web/status/2011094812611760514 https://twitter.com/i/web/status/2011094812611760514"
X Link 2026-01-13T15:15Z 69.9K followers, 225K engagements
"Oh Canada. Imagine what happens if Carney listens to John Manley when he said we should walk away from CUSMA. My God"
X Link 2026-02-03T00:41Z 69.9K followers, [----] engagements
"Market timing is impossible but sure happy about this. What a wild ride. Writing about my experience in next week's @financialpost $SLV $SVR #Silver Sold my Silver today. I'm out. What a hell of a run. Sold my Silver today. I'm out. What a hell of a run"
X Link 2026-02-03T20:15Z 69.9K followers, [----] engagements
"I really have to stop commenting on this joke of a government. There will be a huge cost. You've been warned"
X Link 2026-02-06T15:17Z 69.9K followers, [----] engagements
"To my followers that believe Mark Carney is different than his predecessor PLEASE PLEASE READ this. He is different more dangerous. @ExnerPirot wrote this outstanding piece exposing the massive gap between what is being said and what is being done by the Carney government on energy that getting too big to ignore. "The pancake stack of investment-killing climate regulations introduced by former ministers of environment Catherine McKenna Jonathan Wilkinson and Steven Guilbeault is not only largely intact; additional phases of their legacy policies are kicking in and new ones are being added by"
X Link 2026-02-07T16:37Z 69.9K followers, 43K engagements
"Perfect timing to support Ford who will support Carney in a Federal election"
X Link 2026-02-09T23:31Z 69.9K followers, 10.7K engagements
"Carney/Trudeau government is responsible for this. If you want accountability and a different outcome then vote differently. Until then expect more of the same. More than half of British Columbians fear for their safety survey suggests https://t.co/g8LHuWXlG4 More than half of British Columbians fear for their safety survey suggests https://t.co/g8LHuWXlG4"
X Link 2026-02-10T14:27Z 69.9K followers, [----] engagements
"The good people of BC really need to read this. This one man is completely destroying the province. Rob Shaw: Internal email exposes depth of Eby government's financial crisis https://t.co/DTRZmFxrs8 Rob Shaw: Internal email exposes depth of Eby government's financial crisis https://t.co/DTRZmFxrs8"
X Link 2026-02-10T15:44Z 69.9K followers, 14.1K engagements
"Got Milk CUSMA is toast. The entire Canadian economy at risk for one special interest group. This picture was taken [--] days ago. PM Carney and the Dairy Farmers of Canada. I can assure you supply management stays. They own politicians all politicians. https://t.co/805SKvOsVY This picture was taken [--] days ago. PM Carney and the Dairy Farmers of Canada. I can assure you supply management stays. They own politicians all politicians. https://t.co/805SKvOsVY"
X Link 2026-02-10T16:01Z 69.9K followers, 24.3K engagements
"Do you have private commercial real estate credit in your portfolio and the NAV hasn't moved and/or you've been gated Don't look at this chart"
X Link 2026-02-10T16:13Z 69.9K followers, [----] engagements
"Its an anti-performance drug that makes your life worse. Kids need to avoid it like the plague. 41.3% of young males with cannabis-induced psychosis develop schizophrenia within [--] years. https://t.co/k2fm1h7wne 41.3% of young males with cannabis-induced psychosis develop schizophrenia within [--] years. https://t.co/k2fm1h7wne"
X Link 2026-02-10T19:45Z 69.9K followers, 14.8K engagements
"2020 turned markets into a casino. Technology turned them into slots. This is crazy. Watch this. if this is the future of trading yea were cooked. https://t.co/dsvALidCTP if this is the future of trading yea were cooked. https://t.co/dsvALidCTP"
X Link 2026-02-10T20:21Z 69.9K followers, [----] engagements
"No pipelines but plenty of EV stations for those Chinese made EVs. And its finally coming out imagine what happens when they get their majority. The future of the automotive industry is electric and our government is betting on Canada's to seize the opportunities that future brings. By investing in [----] new EV chargers from coast to coast to coast we're building a network of EV infrastructure that will connect our https://t.co/eB1Chu5ARE The future of the automotive industry is electric and our government is betting on Canada's to seize the opportunities that future brings. By investing in"
X Link 2026-02-11T01:49Z 69.9K followers, 10.6K engagements
"@Oliver_Trpcic lol"
X Link 2026-02-11T01:49Z 69.9K followers, [--] engagements
"No rate cuts. US job growth: [------] in new jobs vs the expected gain of [-----] for January. Ka Pow. That said "virtually all the employment growth in America once again can be explained by healthcare and social assistance" - @TheStalwart"
X Link 2026-02-11T14:46Z 69.9K followers, [----] engagements
"I've said all along it will be scrapped with separate bi-lateral trade agreements. TRUMP CONSIDERS QUITTING HIS OWN TRADE DEAL President Donald Trump is privately weighing whether to exit the US-Mexico-Canada Agreement (USMCA) the trade pact he signed during his first term according to people familiar with the matter. He has asked aides why he shouldnt https://t.co/Xl9C8hIIcm TRUMP CONSIDERS QUITTING HIS OWN TRADE DEAL President Donald Trump is privately weighing whether to exit the US-Mexico-Canada Agreement (USMCA) the trade pact he signed during his first term according to people familiar"
X Link 2026-02-11T15:42Z 69.9K followers, [----] engagements
"The only way you fix this attitude is by breaking out specifically how much of the $17 billion of transfer payments comes from oil and gas directly or indirectly and STOPPING all of it and returning it to the source provinces. Bloc Qubcois MP Simard: Im just not convinced that it is in the public interest to build oil and gas infrastructure Response: With respect Mr. Simard where do you think your Provinces $17 billion per year in transfer payments come from Its funded from this sector. https://t.co/mp6Ofe1Fft Bloc Qubcois MP Simard: Im just not convinced that it is in the public interest to"
X Link 2026-02-11T17:23Z 69.9K followers, 15.1K engagements
"Every American needs to watch this and then ask yourself if "they" truly have your interests or theirs at heart. Shameful outright shameful. Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK Pam Bondi LOSES HER MIND when asked why she has not indicted any of Jeffrey Epsteins clients. The Dow is over 50k right now the Nasdaq smashing records thats what we should be talking about https://t.co/88SpUdGbpK"
X Link 2026-02-11T22:50Z 69.9K followers, [----] engagements
"One day we can hope. 🙏 Eyes once closed begin to see Ears once dull wake quietly. Truth breaks through the practiced lies And those who prey cant blind our eyes. For healing comes when light is shown And then we can finally rise up aware no longer overthrown"
X Link 2026-02-12T02:52Z 69.9K followers, [----] engagements
"@JustinCzternast worried about a dividend cut with incoming CEO"
X Link 2026-02-12T15:38Z 69.9K followers, [---] engagements
"Looks like there will be a separation referendum in Alberta in [----]. As a risk manager it is important to weigh tail risk events like this. Albertas separation would create a fiscal shock of historic proportions for the country. The province is by far the biggest net contributor to the country amounting to roughly $14 billion annually to federal coffers money that underpins programs like equalization and major transfers. Removing this contribution would force Ottawa to either run significantly larger deficits or impose tax hikes to maintain current spending levels. Equalization alone would"
X Link 2025-12-28T18:17Z 69.9K followers, 278K engagements
"Doug Ford doing his best to support @MarkJCarney yet again. Doug Ford on Pierre Poilievre: "You don't win elections at conventions." Ford laughs with reporters about meeting Pierre Poilievre in Ottawa. Ford: "I saw Pierre at the portrait hanging of Prime Minister Harper. Shook hands said hello congratulated him." Reporter: "For https://t.co/9LDdjYBLQ2 Doug Ford on Pierre Poilievre: "You don't win elections at conventions." Ford laughs with reporters about meeting Pierre Poilievre in Ottawa. Ford: "I saw Pierre at the portrait hanging of Prime Minister Harper. Shook hands said hello"
X Link 2026-02-10T18:42Z 69.9K followers, [----] engagements
"Read his book Values. This is only just the beginning. We are making it easier for Canadian drivers to charge their EVs by building a national charging network. No matter where you are in Canada charging your car should be as simple as filling your gas tank. https://t.co/4JqpliGMxn We are making it easier for Canadian drivers to charge their EVs by building a national charging network. No matter where you are in Canada charging your car should be as simple as filling your gas tank. https://t.co/4JqpliGMxn"
X Link 2026-02-11T01:30Z 69.9K followers, [----] engagements
"winning Household debt as share of GDP. Canada: 103% UK: 80% US: 73% France: 63% China: 62% Germany: 52% Spain: 48% Italy: 39% India: 37% South Africa: 34% Brazil: 34% Saudi: 32% Russia: 22% Indonesia: 16% Mexico: 16% Turkey: 11% Household debt as share of GDP. Canada: 103% UK: 80% US: 73% France: 63% China: 62% Germany: 52% Spain: 48% Italy: 39% India: 37% South Africa: 34% Brazil: 34% Saudi: 32% Russia: 22% Indonesia: 16% Mexico: 16% Turkey: 11%"
X Link 2026-02-11T16:23Z 69.9K followers, 10.6K engagements
"Same thing happened to Blackberry and it never got its multiple back. Disruption holds no prisoners. Software multiples just hit their lowest level since [----]. From 52x at the peak to 20x today. https://t.co/spBwpCnumT Software multiples just hit their lowest level since [----]. From 52x at the peak to 20x today. https://t.co/spBwpCnumT"
X Link 2026-02-12T04:27Z 69.9K followers, [----] engagements
"12 to [--] months. CEO of Microsoft AI Mustafa Suleyman joins FT editor Roula Khalaf to explain why most of the tasks accountants lawyers and other professionals currently undertake will be fully automated by AI within the next [--] to [--] months https://t.co/yYKzS7NIOP https://t.co/HvA6Q7KgIc CEO of Microsoft AI Mustafa Suleyman joins FT editor Roula Khalaf to explain why most of the tasks accountants lawyers and other professionals currently undertake will be fully automated by AI within the next [--] to [--] months https://t.co/yYKzS7NIOP https://t.co/HvA6Q7KgIc"
X Link 2026-02-12T15:49Z 69.9K followers, [----] engagements
"Demographics and Deficits. Adding the cost of social security to US interest payments on its debt is now than its revenue. Empire no longer can afford to clone itself and you think it should still be the world's reserve currency Can brother Dusk save us"
X Link 2026-02-12T15:56Z 69.9K followers, [----] engagements
"AI cannot: Build rail lines Replace port infrastructure Eliminate capital intensity Magically remove regulatory constraints Move physical goods without trucks ships rail But it sure as heck can IMPROVE margins. Markets are treating: AI reduces manhours as equivalent to AI destroys the business Thats wrong. Which frankly is how opportunities get created. https://twitter.com/i/web/status/2022032578270958001 https://twitter.com/i/web/status/2022032578270958001"
X Link 2026-02-12T19:38Z 69.9K followers, [----] engagements
"Vail charges $329 for one adult lift pass at Whistler today ($165 for a youth). $1000 for a day of skiing family of [--]. Average [--] bedroom condo $600/night. Means a family when including food dropping about $2000 a day. Does this look like a recession to you"
X Link 2025-12-19T17:38Z 69.9K followers, 1.1M engagements
"You know the books are bad when a former provincial NDP minister speaks out like this. Eby is absolutely destroying that beautiful province. The Eby government grew spending by [----] per cent from the Horgan era while only growing revenues by [---] per cent. You cant run a government a household budget or a peanut stand like that for long before it collapses. I have no words for how disastrous Eby has been #bcpoli The Eby government grew spending by [----] per cent from the Horgan era while only growing revenues by [---] per cent. You cant run a government a household budget or a peanut stand like"
X Link 2026-02-10T14:13Z 69.9K followers, [----] engagements
"Don't kid yourself. Should there be a global sovereign debt and currency crisis Carney will seize and then nationalize mining and oil and gas assets to backstop its debt and there will be nothing the Provinces will do about it. The Provincial assets are his insurance policy. Now you know why Canada is the ONLY OECD country that DOES NOT own gold"
X Link 2026-02-11T17:28Z 69.9K followers, 88.2K engagements
"We must all make sacrifices comrade. Prime Minister Mark Carney spent at least $300000 on in-flight catering during his travels since taking office last March plus at least another $472000 when he got where he was going records from Global Affairs Canada show. Carney spent over $772K on in-flight catering and hotels last year National Post https://t.co/Wb8ilS6sja Carney spent over $772K on in-flight catering and hotels last year National Post https://t.co/Wb8ilS6sja"
X Link 2026-02-11T17:30Z 69.9K followers, [----] engagements
"He's finished. $MSTR First time Ive seen Saylor look nervous speaking publicly. He cant say anything else but deep down he knows extreme downside scenarios arent impossible. $BTC https://t.co/PS3NDZhYao First time Ive seen Saylor look nervous speaking publicly. He cant say anything else but deep down he knows extreme downside scenarios arent impossible. $BTC https://t.co/PS3NDZhYao"
X Link 2026-02-11T22:46Z 69.9K followers, 31K engagements
"Canada needs to slow play this. Eventually this nonsense is going to end. MAJORITY OF U.S. HOUSE BACKS RESOLUTION THAT WOULD END TRUMP'S CANADA TARIFFS VOTING CONTINUES MAJORITY OF U.S. HOUSE BACKS RESOLUTION THAT WOULD END TRUMP'S CANADA TARIFFS VOTING CONTINUES"
X Link 2026-02-12T00:28Z 69.9K followers, 11.6K engagements
"Open source AI will kill software and transition to hardware that supports open source AI. Wild times. Marc Andreessen's new interview on the future of AI. "There's like a rotation from software into hardware. It's possible all the value accrues to the chips and the energy and then software is all open source." https://t.co/S09rVda609 Marc Andreessen's new interview on the future of AI. "There's like a rotation from software into hardware. It's possible all the value accrues to the chips and the energy and then software is all open source." https://t.co/S09rVda609"
X Link 2026-02-12T04:33Z 69.9K followers, [----] engagements
"Rather than cut fiscal deficit spending governments will find ways to keep it going like raising taxes. Were in a global spiral. One step closer to a sovereign debt crisis. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies"
X Link 2026-02-12T13:54Z 69.9K followers, [----] engagements
"Copper. Read my latest article- The mining business is miserable when supply is abundant and prices languish. But when the world really needs what you haveand cant get it elsewherethe rewards can be life-changing. Copper is at that inflection point https://t.co/FUJmuWJWLV Read my latest article- The mining business is miserable when supply is abundant and prices languish. But when the world really needs what you haveand cant get it elsewherethe rewards can be life-changing. Copper is at that inflection point https://t.co/FUJmuWJWLV"
X Link 2026-02-12T13:55Z 69.9K followers, [----] engagements
"@nationalpost It had nothing to do with transgender and everything to do with mental health. There is a mental health crisis among young people and they need more help"
X Link 2026-02-12T14:11Z 69.9K followers, [----] engagements
"And copper uranium silver. US electricity demand is forecast to grow by 52% over the next [--] years up from an earlier estimate of 31% just one year ago(). Staggering growth relative to prior decades and hugely bullish we believe for natural gas. https://t.co/FNNXKAuJlE US electricity demand is forecast to grow by 52% over the next [--] years up from an earlier estimate of 31% just one year ago(). Staggering growth relative to prior decades and hugely bullish we believe for natural gas. https://t.co/FNNXKAuJlE"
X Link 2026-02-12T15:41Z 69.9K followers, [----] engagements
"Very interesting. Collaborative AI spaces for privacy and security. Your AI conversations aren't privileged. Yesterday Judge Jed Rakoff ruled that [--] documents a defendant generated using an AI tool and later shared with his defense attorneys are not protected by attorney-client privilege or work product doctrine. The logic is simple: an AI Your AI conversations aren't privileged. Yesterday Judge Jed Rakoff ruled that [--] documents a defendant generated using an AI tool and later shared with his defense attorneys are not protected by attorney-client privilege or work product doctrine. The"
X Link 2026-02-12T15:43Z 69.9K followers, [----] engagements
"Wins the day. Answer me a serious question folks you would be comfortable with this man as your counterparty $MSTR gm https://t.co/6uz8u8wdWC gm https://t.co/6uz8u8wdWC"
X Link 2026-02-12T15:58Z 69.9K followers, [----] engagements
"Fugly. $CBRE CBRE plummets almost 30% in two days as CRE problems emerge #MacroEdge https://t.co/DI9Dttz9LK CBRE plummets almost 30% in two days as CRE problems emerge #MacroEdge https://t.co/DI9Dttz9LK"
X Link 2026-02-12T19:29Z 69.9K followers, [----] engagements
"This is offside on so many levels. Surprised regulators @SECGov let him get away with such statements. https://x.com/i/status/2021774936550125864 "that's the engineering - I give you the upside you have no downside and I pay you a dividend while you wait to get rich" https://t.co/AfE6XmXCVt https://x.com/i/status/2021774936550125864 "that's the engineering - I give you the upside you have no downside and I pay you a dividend while you wait to get rich" https://t.co/AfE6XmXCVt"
X Link 2026-02-12T21:00Z 69.9K followers, [----] engagements
"A HUGE shout out to my fellow @TriVest_WAPC PM Steve Rowles who raised $51k for men's mental health. A cause very dear to my heart. Be sure to tune in tomorrow morning at 8am EST as he co-hosts @BNNBloomberg"
X Link 2026-02-12T23:44Z 69.9K followers, [----] engagements
"Were doomed. JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion. JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion"
X Link 2026-02-13T03:58Z 69.9K followers, [----] engagements
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