R_R

@sarobertson_ Parasite

Outgoing Governor General Mary Simon on receiving abusive messages on social media: "It was a surprise, but it was also, I think, a reflection of what is still here. That there is a division in terms of the role Indigenous people are entitled to play as the first inhabitants of this country."

@Tablesalt13 @grok who is Misty Roberts

‼️DeRidder's first female mayor, Misty Roberts got everyone drunk at her son’s pool party, banged his 16-year-old best friend in the games room while others peeked, and then ordered Plan B on Doordash. (her husband was away) Scale of 1 to 10, how serious is this crime?

@MarioNawfal We have millions of Jeets that need PR. Send them to Ukraine, and if they make it back, they can become Canadian. Easy

🇨🇦🇺🇦 Carney just put it all on the table. Mark Carney didn't hedge, didn't qualify, didn't leave room for interpretation. On Vyshyvanka Day, he posted this: "Ukraine's fight is our fight, their cause is our cause, and their independence will be our victory." This lands in a specific moment. Trump is pushing for a ceasefire, European unity is under pressure, and the appetite for a long war is visibly thinning across the West. Carney just said Canada isn't going anywhere, and said it loudly enough that nobody could miss the contrast with Washington. Source: @MarkJCarney

@ManyBeenRinsed Time for streetshitters to go home. No one wants you smelly barbarians in their country.

International student and worker arrivals in Canada are down 80% from 2024. Yet everyone still bitching and complaining about them. Maybe it’s time to get off the internet and do something with ur lives instead of bitching about a bogeyman you’ve made up in ur head?

@grok @aeberman12 @ericnuttall @grok if you had $1 million and had to invest it based on one of their views, who would you chose?

**Neither stands out as clearly "more wrong"—energy forecasting is brutally hard over 5 years of volatility (pandemic crash, 2022 spike, post-Ukraine normalization, and now 2026 tightening).** Art Berman's comparative inventory modeling has a documented strong track record tying physical balances to prices. Eric Nuttall, as a fund manager focused on Canadian energy, has often nailed cyclical setups and opportunities even when timing wasn't perfect. Both are highlighting real tightening in the current charts (low inventories, record draws). Reality reprices narratives eventually, regardless of who said what when. Fundamentals over perfection.

The great oil repricing is coming soon, says @ericnuttall A record 17.8 MMbbl crude draw combined with collapsing gasoline and diesel stocks suggests the physical system is tightening much faster than markets still believe. Narratives can only ignore reality for so long Reality eventually reprices everything. #oil #energy #Hormuz #diesel #inflation #geopolitics #markets

@venture_dm Ok Pal 🤣🤣🤣 🤡. What a r3tard

I like Canada and am very bullish on Canada. Here's why. I spent a decade navigating the broken US immigration system. O1 visa, EB3… the US embassy turned me away for being "too young at 26 to have been a Principal at a major VC fund" - which isn't even part of their criteria. Canada didn't just let me in. Canada gave me customers. I landed in October 2025 to scope the market remotely. Within months I had a community (shoutout @KevGCallahan, @BenArendi, @thesolonangel, Fresh Founders) and real business opportunities (Andre Garber at NowVertical, Drew Eby at Eby CPA - thanks to Aman Samra at @SpellbookLegal for making the intro). Is it perfect? No. Taxes are high. True early-stage VC - the founder bet - barely exists here. Trust is harder to scale. B2B sales is never easy anywhere. But here's what most founders miss: → F/X advantage is real. If you're not from the US, your runway stretches further here. → Toronto is the 3rd largest accounting/finance hub after NY and SF. If you are selling professional services, great market w/ real network effects. → Canada now sells oil to Asia and sits as a trade corridor for the US. Skilled manufacturing labor still exists here. All they need to spend $ on is midstream pipeline to Asia, refineries (bring Koreans) vs. empty condos in big cities. → One of the few countries with unlimited currency swaps to both USD and CNY. Toronto is a launchpad for the global market - not a consolation prize. So I am thinking founders should come build with me this summer. The World Cup is happening too I guess but not sure how that creates shareholder value unless you are selling to Rogers. Winter building in Toronto is way more fun.

@anasalhajji Canadians are stupid people. We don’t need to sell energy when we have condos. Import jeets, sell them condos = no need for energy.

🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦🇨🇦 Carney says the world is facing an 'energy crisis' and Canada must help solve it ..... The only way to show seriousness is to build a second pipeline to the West! Expedite LNG 👇👇👇👇

@MarkJCarney Hahaha. No one cares what Canada has to say. Irrelevant losers

Le traitement abominable infligé aux civils à bord de la flottille, notamment celui qui est documenté dans les images diffusées par Itamar Ben-Gvir, est inacceptable. La ministre des Affaires étrangères du Canada a demandé à ses fonctionnaires de convoquer l’ambassadeur d’Israël afin d’exiger des garanties quant à la sécurité des Canadiens concernés. Le Canada a déjà imposé des sanctions strictes à l’encontre de M. Ben-Gvir, notamment le gel de ses avoirs et une interdiction de voyager, en réponse à ses incitations répétées à la violence. La protection des civils et le respect de la dignité humaine doivent être respectés partout et en tout temps.

@nenshi @shoffmanAB Imagine being an obese slob and wanting to be the leader of men. 🤡

We need strong leadership in times of crisis. We deserve better leadership. We deserve better government. We deserve a better Alberta. Alberta's New Democrats are ready.

@aeberman12 “Now buy my research to learn why” 🤣🤣

The world is entering the most severe systemic economic breakdown in modern history That's not a fringe view among people who understand how energy systems actually work Most world leaders, economists, central bankers & market strategists are living in la la land right now #Energy #Oil #Economy #EnergyCrisis #Geopolitics #Complexity #Macro #SystemsThinking

@grok @KobeissiLetter @grok NASDAQ and SP500 are at all time highs. BOJ raises interest rates to 2.8 and an “unwind” resulted in massive market increases. Hahaha. Great analysis clown

Straight up—no one knows the exact timing. This unwind has been gradual for months as BOJ policy normalizes and yields climb (now ~2.8%). Best guess: Accelerates over the next 6-12 months with further rate hikes or yen strength. How? Borrowers sell foreign assets (US stocks/bonds, EMs) to repay yen loans, triggering volatility, yen appreciation, and selling pressure elsewhere. Not guaranteed Armageddon, but real risk of sharp moves on BOJ news or intervention. Markets adapt until they don't.

BREAKING: Japan's 10Y Government Bond Yield surges above 2.80% for the first time in history. This truly is one of the most insane charts ever seen.

@grok @KobeissiLetter @grok give it to me straight. Best guess. When and how does this unwind?

Fair point—the "yen carry trade will blow up markets" warning has been recycled for years without Armageddon. But context matters: BOJ's exit from negative rates + YCC is a genuine regime change (not just talk), and Japan's 10Y at 2.8%+ is accelerating the math. Unwinds don't always crash everything overnight, but they do drive sharp volatility (see 2024's mini-selloff). It's a real risk factor, not guaranteed doom.

@grok @KobeissiLetter @grok I’ve heard this exact thing for years. “Better watch closely”. Then nothing happens. BS narrative

Not BS—the yen carry trade is very real and has been one of the largest leveraged trades globally for years: borrow ultra-cheap yen, invest in higher-yielding assets like US bonds or stocks. This chart matters because Japan's 10Y yield just hit 2.8% (decades high). As BOJ policy normalizes and borrowing costs rise, the trade gets less attractive. Unwinds can force rapid selling elsewhere, spiking volatility in FX, equities, and bonds (we've seen flashes of it before). It's not guaranteed to "blow up" markets overnight, but it's a real structural shift worth watching closely.

@ClydeDoSomethin No one wants to play for then Washington Generals. Conservatives are born losers

Serious question: Why does this guy have so many people stepping down around him?

@grok @intlmandotcom @grok presumable Scott Bessent would understand this?

Not crazy at all. A dollar liquidity squeeze from spiking oil prices (USD-denominated) could absolutely force foreign central banks, importers, or leveraged players to sell Treasuries for cash. That selling drives bond prices down and yields up—counter to the classic flight-to-safety bid. It's one channel among others (inflation expectations from energy costs, fiscal worries, hedging). In past stresses like 2020, similar dynamics played out with temporary Treasury selling pressure. Plausible contributor here.

The 10-year Treasury yield is perhaps the most important financial benchmark in the global fiat system, as it drives valuations and market trends worldwide. It is widely—and erroneously—regarded as the risk-free rate of return. The 10-year Treasury yield can be thought of as a key barometer of the US dollar-based fiat system—a critical measure akin to its beating heart. Bond yields move inversely to bond prices. When bond prices fall, bond yields rise. A rising 10-year Treasury yield signals trouble for the US dollar because it means investors are selling Treasuries, which pushes up the US government’s borrowing costs. That is why the 10-year Treasury yield is a major pain point for the US government. The 10-year Treasury yield was 3.97% when the war started. Now it is around 4.60%, an increase of roughly 63 basis points. I expect the 10-year Treasury yield to keep climbing over the coming weeks and months—until it forces the Fed’s hand. At that point, the intervention will be sold as “stability,” but the mechanism will be familiar: suppress yields by debasing the currency. At today’s debt levels, every 1 basis point increase in the government’s average borrowing cost adds roughly $3.9 billion in annual interest expense. So a 63 bps rise is not trivial—it translates to nearly $250 billion in additional yearly interest costs, materially widening a 2025 budget deficit that was already around $1.8 trillion. Higher yields mean the US government must pay tens or even hundreds of billions more in interest on its debt. At the same time, the global economy faces even greater added costs because Treasury rates serve as the benchmark for borrowing worldwide. That is not an insignificant move. However, given all the headwinds I have discussed, I suspect the 10-year Treasury yield is headed much higher because investors will demand higher yields to compensate for rising inflation. Further, if Hormuz remains closed, drastically higher oil prices are all but certain. Higher energy prices mean higher prices across the economy and higher official inflation rates, which means investors will demand still higher yields to compensate. The problem is that interest on the federal debt is already over $1.2 trillion and is now the second-largest item in the budget. The US government cannot afford yields going much higher because the interest expense would push it toward bankruptcy. I am not sure how—or even if—the US government can manage this situation. Something has to give, and we will not have to wait long to find out what. The Iran war may prove to be more than another foreign policy disaster. It could be the trigger that exposes the fragility of the entire dollar-based financial system.

@wyatt_claypool He embodies the average Canadian perfectly. Dumbest people on the planet

He said that like we pay for US security when we are just buying equipment. But then he wants no tariff free trade at the same time he endorses protectionist policies for Canada. Generation moron.