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Hilliard MacBeth
47.6K posts
Hilliard MacBeth
@hmacbe
When the Bubble Bursts: Surviving the Canadian Real Estate Crash 2nd Ed- June 2018; ski, golf - 46 years as investment professional
Edmonton 参加日 Eylül 2011
8K フォロー中13.1K フォロワー
I have a request of all people who are interested in how governments work in advanced countries. Please, never mention the term "checks and balances" again!
unless it's as a joke, of course.
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@mehdirhasan sir, your comments are insulting to children. I know several of them and none would talk like that.
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We are governed by a fucking child. He has the nuclear codes btw.
Headquarters@HQNewsNow
Trump: You have to see it. It's very cool. Missiles launched, missiles launched, missiles launching. They're launching. Then at 7 seconds, fire, fire, fire. Fire, boom, fire boom
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@InvestorsFriend perhaps the demand wasn't sufficient to warrant the further expansion until now
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@hmacbe OMG, "seeking approval" to dreg the channel and allow tankers to fill to 100% rather than 70%. Two years after completion of TMX and many years after we knew the pipe was coming. "seeking approval". Canada can't get ANYTHING done.
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Canada's Pipeline Gamble May Be Paying Off
When Canada bought the Trans Mountain pipeline from U.S. giant Kinder Morgan in 2018 for $4.5 billion, skeptics were plentiful. Kinder Morgan had walked away from a planned expansion, unwilling to absorb the financial risk. Ottawa stepped in — and the expansion ultimately cost $34 billion, far above the original $7.4 billion estimate.
Now, with the Strait of Hormuz effectively closed by Iran since late February, that gamble looks prescient.
What Trans Mountain Does
The expansion increased pipeline capacity from 300,000 to 890,000 barrels per day, moving Alberta crude from Edmonton to Burnaby, B.C. There, oil is loaded onto Aframax tankers — mid-sized vessels carrying roughly 750,000 barrels at full capacity — which exit Burrard Inlet into the Pacific and sail to China in about 20 days.
One catch: the shallow inlet currently limits Aframax loading to about 70% of capacity. The Canadian government is seeking approval to dredge the channel, which would allow full loads. A further pipeline expansion of 360,000 barrels per day is also proposed.... *links in replies* #whenthebubblebursts
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Hilliard MacBeth がリツイート
China currently has 339 gigawatts of wind and solar capacity under construction — roughly two-thirds of the world’s total.
By any serious measure, China is leading the clean energy revolution.
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Hilliard MacBeth がリツイート
Yes, a pincer movement.
Thank you @cnbc Emily Tan for the lively conversation.
Chinese EV companies are executing a pincer movement against the U.S.: Michael Dunne cnb.cx/41vzSCd
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Canada's pipeline gamble could be a big win bit.ly/4bPc7Kl #whenthebubblebursts
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a couple of possibilities. he doesn't realize this is very simple for normal people & actually believes that he has achieved something. Or, he knows it's easy but thinks that most people don't and is trying to impress by lying. it's probably the first, which is very scary.
Aaron Rupar@atrupar
Trump: "I'm the only president that ever took a cognitive test. I took it 3 times. It's actually a very hard test for a lot of people. It wasn't hard for me. It starts off with an easy question and by the time you get to the middle it gets tougher -- mathematical equations and things."
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Hilliard MacBeth がリツイート
Hilliard MacBeth がリツイート
@langwiser @tyillc the banks will get bailed out, because they always do, but private credit not so much.
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When do banks' profits from lending to private credit turn to losses ....
Illiquid Insights@IlliquidInsight
Banks: Private credit is full of cockroaches Also banks: Profiting massively from lending to private credit
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Hilliard MacBeth がリツイート
New US Federal Reserve report on China’s export boom:
“Contrary to the common view that China would move up the value chain as it gradually exhausted its pool of low-cost labor, it has expanded into higher-value sectors without ceding market share in lower-value industries.”
FedResearch@FedResearch
China’s share of global exports is rising across almost every sector. The world is now absorbing an ever-larger share of Chinese production relative to its own income — a surge with big implications for trade and growth. (1/2) federalreserve.gov/econres/notes/…
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Hilliard MacBeth がリツイート
This is the quote of the year, surely.
Iran doesn't even have to do propaganda, they just need to repost ...*check notes*... the former CIA director 😅
Drop Site@DropSiteNews
Former CIA Director John Brennan: “I tend to believe Iran more than I do Donald Trump because he could not acknowledge the truth even when he’s slapped in the face with it repeatedly.”
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@BetterDwelling @hmacbe Based on Better Dwelling’s track record reporting crashes and the fact that Hilliard MacBeth reposted it should mean the bottom actually is in place 😆
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Canadian Real Estate’s Biggest Crash Since The ‘90s To Worsen: BMO
betterdwelling.com/canadian-real-…
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Hilliard MacBeth がリツイート
Jet fuel in Singapore is now trading at ~230$ a barrel (a new high) - just a fyi
Narrator: smell of shortages in the air
JustDario 🏊♂️@DarioCpx
It took about a month in 2020 for the world to realise the economic impact of Covid and lockdowns already happening in Asia. This chart is a great representation of the magnitude of today’s oil shock going to hit the western economies very soon.
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