Thorne&Advisor

@DrJStrategy x.com/Zhkinzhall/sta…

@DrJStrategy My internal plan is as follows ⬇️

A Warsh Fed Means the Old Playbook Is Dead. The 2 Year UST is no longer the Fed’s North Star. A Warsh Fed means the Fed is done worshiping stale Keynesian models and done pretending the 2-year Treasury runs monetary policy. It means judgment is back, price stability comes first, and the central bank will think for itself instead of outsourcing decisions to Wall Street’s latest consensus. Wall St consensus is still using the old playbook and anchored off the 2 year UST. As I keep saying Wall St, is wrong on Warsh and views him as a Powell/Bernanke clone.

@DrJStrategy x.com/Zhkinzhall/sta…

@DrJStrategy My internal plan is as follows ⬇️

Canada, the US and the New Logic of Reciprocity “Geography has made us neighbours. History has made us friends. Economics has made us partners. And necessity has made us allies.” That line from John F. Kennedy still captures the essential truth of the Canada-US relationship. Today, it is also a reminder that everyone in Canada should take a breath. Mark Carney’s remarks at the New York Economic Club point to a changing reality: Canada can still thrive in an “America First” era, but only by adapting to a more transactional framework. The world has changed, and so has trade. CUSMA is increasingly outdated, not because integration has failed, but because economic policy is now shaped by security, resilience and reciprocity as much as by efficiency. Canada is not negotiating from weakness. It is endowed with natural resources the world wants, from energy to critical minerals, and that gives it leverage as well as responsibility. Yes, in essence Canada needs the United States. But the relationship is not one-sided: the US also benefits materially from Canada’s resource wealth, which supports North American industry, energy security and long-term growth. That mutual dependence should be recognized as the basis for reciprocity. And the foundation of a new agreement. President Trump’s tariff threats should be taken seriously, but not read as a prelude to rupture. Canada sits beside the world’s most dynamic large economy, and privileged access to that market will increasingly come with sharper expectations around balance, strategic alignment and measurable benefit on both sides. Carney appears to understand this. His message suggests adaptation rather than confrontation: accept the new terms of engagement, preserve access, and modernize the agreement accordingly. The likely outcome is a revised, more balanced North American framework. Both Trump and Carney are smart pragmatic operators, and neither has an incentive to destabilize trade for its own sake. A modernized deal that better reflects reciprocity, security priorities and Canada’s resource endowment is not just possible. It is likely. IMHO A deal will get done. Canada needs to take a deep breath, and realize the world has changed.

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My internal plan is as follows ⬇️

Just pulled the fluffiest vanilla scones fresh from the oven—warm, buttery, and already calling for a dip in clotted cream. Nothing beats a cozy weekend baking win!，

Craving a warm, crispy fried chicken skewer from the street stall by the old alley The spicy seasoning hits different under the sun!

When work laptop’s locked, phone’s my new "essential office device" No deadlines, just cat videos u0026 5 more mins of me time.

Working late again, the office is quiet except for the screen glow and my half-empty matcha latte—small wins for hitting the deadline.

Just got this surprise package and I’m already dying to tear it open—let the unboxing fun begin! ，

Missing your voice more than words can say, but late-night calls and silly memes keep our days bright, miles apart but never out of mind #LongDistanceLove，

Growth isn’t about staying the same—it’s about embracing the messy parts of learning and letting them shape who you’re meant to be. Small steps still move you forward, even when progress feels invisible.

Step into a local pottery studio this weekend! Get your hands messy shaping clay, no experience needed—create your own tiny souvenir to take home. Perfect for a cozy, creative break.

Spice up your holiday table with our exclusive Thanksgiving special: roasted herb turkey, cranberry compote u0026 pumpkin pie bites Limited spots available—book now!，

Passed the CET-6 exam with a high score! All that practice finally paid off