Keith Lambert

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Keith Lambert

Keith Lambert

@KeithMLambert2

20 years investing own💲📈:🚶‍♂️🚴‍♂️ 🍷 ⛳ ⛷️ 🏋️‍♂️ Opinions are my own

Katılım Kasım 2022
556 Takip Edilen364 Takipçiler
Keith Lambert retweetledi
James E. Thorne
James E. Thorne@DrJStrategy·
For the record. Canada is sleepwalking into recession, with a collapsing standard of living and a soaring cult of Mark Carney, and once again earning its honorary place as a member of the Third World. Even as growth flatlines, per‑capita incomes stagnate and policymakers openly tell Canadians to get used to being poorer, Carney enjoys record‑level approval ratings unmatched in a decade. It is a bleak rerun of the early 1980s, when Pierre Elliott Trudeau’s interventionism delivered stagflation, recession and mounting debt while Ottawa insisted that more state control was the cure. The difference now is that the delusion is more brazen: Bay Street demands higher rates to clean up the non-existent inflationary mess, Carney wraps managed decline in climate and “equity” branding, and the political class applauds. Proof that Marx’s bourgeois socialists are not just alive in Canada, they are firmly in charge.
CTV News@CTVNews

Liberals seeing record-high support on first anniversary of Carney becoming PM: Nanos ctvnews.ca/politics/artic…

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Doug Boswell
Doug Boswell@BoswellDoug·
Hey Carney lovers. Study the chart. See a pattern.
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Israel Defense Forces
🔴Ali Larijani, Secretary of Iran’s Supreme National Security Council and the regime’s effective leader, has been eliminated. Throughout the years, Larijani was considered one of the most veteran and senior figures within the Iranian regime leadership, and was a close associate of the Supreme Leader Ali Khamenei. During the most recent wave of protests against the Iranian terror regime, Larijani personally oversaw the massacre that was carried out against Iranian protestors.
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Marc Nixon
Marc Nixon@MarcNixon24·
🇯🇵 HUGE. Japan just signed a $56 BILLION energy agreement with the 🇺🇸 Meanwhile Canada sitting on some of the largest energy reserves on earth can’t get pipelines built. Mark Carney claims the world is lining up for our energy. Reality says otherwise.
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John Smith
John Smith@yonkojohn·
@Tablesalt13 Oh my, Mark Carney was in Japan two weeks back and came away with a little folding silk umbrella and a miniature geisha girl doll. Talk about lunch pail let-down! Carney can't find deals anywhere! Trump elbow ahead of Carney!
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Lisa
Lisa@YoungStreete·
How much did this IRGC thug pay someone in the Canadian government to get citizenship ship for himself and his family? #LiberalsMustGo
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Brit Hume
Brit Hume@brithume·
Let's see: US and Israeli warplanes range freely over Iran, having hit thousands of targets, and are hitting more every day. The Iranian leadership has been taken out. Its new leader cannot or will not show his face. Its air defenses have been ineffective, destroyed or both. Its navy is largely gone. So It has now effectively blocked ship traffic through the Strait of Hormuz, a waterway vital to its own economy. US media would have you believe Iran has turned the tide in the war because blocking the strait never occurred to US war planners. You can choose to believe this. I don't.
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James E. Thorne
James E. Thorne@DrJStrategy·
For the record. Critics who argue that President Trump misjudged Iran or acted impulsively fail to grasp the strategic coherence underpinning recent U.S. operations. Many of these same commentators, until hours ago, could not have pointed to Kharg Island on a map, yet it is the core through which the Iranian regime’s economy breathes. Nearly 90% of Tehran’s crude exports run through Kharg, a terminal capable of handling roughly seven million barrels a day. Disrupting or seizing control of this node strikes at the regime’s primary revenue artery without requiring a ground war or full-scale confrontation. The precision of the U.S. campaign underscores this logic. American strikes have degraded Iran’s military infrastructure while sparing oil export sites, signalling a strategy not of regime change but of coercive stabilization. The objective is clear: reopen the Strait of Hormuz, restore safe Gulf exports, and pressure Iran toward internal reform rather than external collapse. Securing transit routes and establishing U.S.-supervised flows from Iranian facilities like Kharg would not only stabilize global supply but also weaken China’s energy leverage across Eurasia. In that sense, what critics call “reckless escalation” may instead be a calculated rebalancing of power using economic geography, not ideology, as the primary instrument of statecraft. The question is not whether Washington has a plan, but whether its detractors have the strategic literacy to recognize one.
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Keith Lambert
Keith Lambert@KeithMLambert2·
CSU: down 7% today on no news is a bit of a head scratcher following Monday's very satisfactory full year results. Unlikely the NVDA/NBIS announcement has much to do with it. Obviously sellers wanting out still abound but the stock was looking better off the lows. This stock is dirt cheap. Two years out has the P/CF at less than 13X for such strong growth and 50% ROE returns. And there is no reason to doubt the company can make these operating numbers; VMS acquisitions continue apace and there no evidence of AI disrupting the biz as organic growth continues. The newly announced capital deployment strategy, PEMS, may cause some indigestion as we don't know if management has a core competency taking minority interests in public and private companies or if appointing board reps doesn't turn out to be a distraction, and then too, holding forever. Gerry Schwartz at Onex taught us decades you can't fall in love with your investments. I would have been happier with a policy to distribute excess cash after exhausting VMS acquisitions, which clearly is a competency. Bought the dip today. We'll see.
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ⁿᵉʷˢ Barron Trump 🇺🇸
🚨 JUST IN: Ships are beginning to move safely through the Strait of Hormuz again as U.S. forces continue dismantling Iran’s naval capabilities and restoring control over one of the most critical shipping routes on the planet. President Trump had a message for oil tankers hesitating to pass through the strait. Show some guts. The threat that was trying to choke off global shipping is being neutralized. Iran spent years trying to intimidate commercial traffic and threaten the world’s energy supply with its naval forces. Now those same forces are being systematically wiped off the map as American power clears the waterway. 🇺🇸🔥
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Matt Morse
Matt Morse@MattMorseTV·
In a massive development, tankers are now lining up to traverse the Straight of Hormuz with their transponders flipped off. The IRGC's Hormuz shut-down has effectively come to an end in less than two weeks.
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David Keyes
David Keyes@DavidMKeyes·
🚨🚨🚨 Holy shit. Gen. Assa S. Sinated, the most feared IRGC commander in Iran, has been assassinated. Absolute game changer.
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