wig & chill

@RyanOnthevedder @Reil76 Carney has 10 years of a tangled mess to undo -- can he do it? It will take 8 years! Will the World be the same?

@Reil76 10 years of Trudeau really screwed things up. Canadians voted to remain the same. I know, I know, its not his fault, f off conservative, but look at all the shit Carney has cleaned up already. The NDP resurgence should give Liberals pause as to how far left their policies were.

The “oldest ally” line is doing a lot of work to hide a pretty basic double standard. The US hit Canada with 25 to 35 percent tariffs, citing fentanyl as the reason, despite Canada accounting for a sliver of a percent of fentanyl seized at the border. That’s not how you treat an ally. That’s how you treat a target. Canada responded with targeted, dollar-for-dollar countermeasures, then pulled most of them back by September 2025 in good faith while talks continued. That’s not some rogue act of aggression. That’s exactly what sovereign countries with leverage are supposed to do when a trading partner starts swinging tariffs at them for a manufactured pretext. As for “only Canada and China retaliated,” that’s true, and it’s not the own the US thinks it is. Most other countries didn’t retaliate because they didn’t have the leverage to. The EU was fully prepared to hit back on over 100 billion in US exports and only backed off after cutting a deal that included 600 billion in US investment commitments. Japan, the UK, South Korea, they all negotiated from a position where retaliation wasn’t realistic. Canada and China retaliated because they could. Being an ally was never supposed to mean you sit there and take unilateral tariffs with no response. NORAD partner. Largest bilateral trading relationship in the world. Integrated auto supply chains. None of that stopped the US from treating Canada like a national security threat under Section 232. You don’t get to invoke a decades old friendship as a shield while breaking the terms of that friendship yourself.

@ExnerPirot The expansion agreement at the Teck Trail Smelter includes plans to build Canada's first domestic gallium recovery. The company has explicitly stated there is no set timeline for when the first kilogram of Canadian-processed gallium will actually be produced

Amidst last week’s wave of pipeline news and government announcements, the federal funding of $400 million to Teck to support germanium, gallium and antimony processing at its Trail BC refinery fell under the radar. These are critical minerals which China dominates and in which the market is manipulated and unhealthy. There is a clear public good and security aspect to them which justifies federal government funding. They are also minerals which Canada has processing capability, almost none of our allies do, and is an area where Canada can meaningfully contribute to western supply chain security. Alongside investments in graphite and scandium in the past year, Canada has chosen to demonstrate leadership and act unilaterally when able and needed on the most vulnerable defence-critical minerals, while still pursuing bilateral and multilateral initiatives with allies. PwC put out an assessment of critical mineral policy sophistication: Canada has jumped to the top in the last 18 months. The feds (mostly NRCan) deserve credit. pwc.com/gx/en/industri…

@zerohedge 50% higher rates of autism than pregnancy in 20s.

Women Over 40 Are Now Having More Babies Than American Teenagers zerohedge.com/medical/women-…

@RichardDias_CFA Your post is not controversial. You wrote more than a headline!! It is accurate.

Can't believe I'm about to defend Carney, but it has to be said. Blaming him for this past year of weak-to-zero growth is dumb. The past 10 years of Canada's GDP growth have been 'fake'. It was due to immigration, which accounted for 75% of the growth in headline real GDP. Carney has ended the open-borders experiment, which is a good thing, and I applaud him. But that means that growth will be tied to productivity growth, which is in the toilet. Canada's productivity growth is in the toilet, in part because of many of the policies Carney championed, namely, the destruction of the global fossil fuel industry. If you are going to slag him off, I implore you to be more precise.

@SantiagoAuFund They will still buy electricity from Canada; but, they should move

@clashreport Start at the Louisiana Purchase. That will go

French Presidential Candidate Jean-Luc Mélenchon on the US-France relationship: Fundamentally, non-alignment and independence. Every domain in which we are in their hands, we must get out of. I'm thinking particularly of digital data storage and artificial intelligence. In 250 years of history, 226 years of war. That doesn't exactly inspire my sympathy. They stole half the territory of Mexico. For those who still have any doubt that we need a cautious and distant friendship with them, go watch Antonin Baudry's film — you'll see how the United States intended to occupy us and replace our currency.

@RichardDias_CFA 59% international buyer on the 5YR should have them worried. Volatility threat and pressure on the currency forcing a energy pivot?

Canada's Bonds Are at the whim of Foreign Investors. The share of outstanding bonds held by non-resident investors is at its highest level in 35 years. This means the Canadian bond market is highly sensitive to foreigners' risk appetite. /end

💥The Export of Crude Oil is to the Benefit of ALL Canadians.💥This is because the standard of living of ALL Canadians depends on the export of Crude Oil. 💥 Crude Oil generates a massive, structural surplus on the trade balance. Strip it out, and Canada faces a painful rebalancing: internally, through austerity and reduced consumption, or externally, through a weaker dollar and higher inflation. Either way, the adjustment means austerity and a lower standard of living. The brunt of which lands on Working-Class people. Canada is particularly vulnerable to this type of shock (i.e. devaluation) due to its anemic productivity growth, shrinking Private CAPEX, high indebtedness, and the record share of foreign ownership of its bonds. Canada's politicians and the media would do well to accept this reality and stop lying to Canadians. Charts Below🔽

@PeterSchiff Politics is like Markets.

Trump promised to end the Russia-Ukraine war as soon as he took office, yet it's still raging with no end in sight. Trump promised not to start any new wars, yet he started one with Iran. Given that he also broke his economic promises, why is Trump still so popular with his base?

@atrupar It was probably a screen grab from 'truth social'

Trump says he wrote Elon a note congratulating him for becoming a trillionaire

@SteveSaretsky Everything about that was awkward for two politicians.

DON’T CALL IT A BAILOUT.

@ExnerPirot Canada needs another gas and oil pipeline - 5 yrs minimum. US is a quick solution maybe temporary.

The Philippines’ Ambassador to Canada said he anticipates LNG and oil will be part of the discussion with Canada as his country tries to secure new sources of energy. “Because after the flare-up in the Middle East, we have been very active in searching for alternative sources for both for LNG and for oil.” Carney, Philippines President to discuss energy and trade theglobeandmail.com/politics/artic…

@Dave_Eby Come back to BC and clean up all your lawsuits.

Here in Beijing, we are on a trade mission to strengthen our economy. We're also opening up the market to new Team Canada fans. Everywhere, people are talking about another exciting win for our team.    Go team Canada!

@theepicmap But the other 10,000 porn sites are ok?

States Where Pornhub Will Be Blocked & Restricted as of July 1, 2026

@MarcNixon24 Canada has had many trade restrictions (tariffs) on many countries to protect domestic industries. Now the US is using the same framework...well Canada will sit in the corner as the world continues.

Wow 🤯 Pete Hoekstra there are only two countries that retaliated against the United States Now Canada has announced a New World order with the EU and China Who is the hostile country towards the United States?

@MarcNixon24 There is no such thing. Carbon Trading funds climate projects that don't reduce emissions.

Watch Tim Hodgson explain that subsidizing decarbonize oil will benefit all Canadians This guy must be fully retarded No one is going to pay a premium for decarbonize oil

@JeffSnider_EDU @IceCapGlobal

For months, everyone called this a liquidity problem. It is not a liquidity problem anymore. It is not just investors pulling money out. It is investors who no longer want in. That is the bigger problem. The whole boom was built on flows. Wealth managers, pensions, insurance, the public. The machine had to keep moving. Now it is reversing. New direct lending issuance fell from 74.6 billion to 44.8 billion in one quarter, per Reuters and PitchBook. A drop of roughly 40%. And the redemptions keep coming. BlackRock's HLend capped requests after investors tried to pull 13%. Up from 9% the quarter before. The run is accelerating. It is not one fund. Blackstone hit its limits. Cliff Water's requests grew. Partners Group capped a private equity fund near 10% of NAV. The pressure is not staying in one lane. Now the public tell. Publicly traded BDCs are not bouncing, even as the market soars. They are the liquid version of the same trade. The bargain hunters are not showing up. That is a buyer strike. And the real fear is the dividends. If you expected 9% and get 4%, why take the risk on the rest? You do not hold the fund hoping Blue Owl turns out right. The stress is spreading. Software loans are down 4.7% this year while the index is up 1.2%. And software sits across both leveraged loans and private credit. Defaults just matched a 2023 high in a 300 billion dollar private credit index. And defaults lag. The amendments, the extensions, the PIK come first. Here is the mechanism. New money slows, old money wants out, so managers protect liquidity. They lend less. Deals slow. Exits disappear. Distributions shrink. Fundraising weakens. The loop closes on itself. It does not need a Lehman blowup to feed on itself. It is not one explosion. It is a system that can no longer clear. The argument from inside is that investors do not know what they are talking about. That this is all nothing. But this many people wanting out, and this many refusing to come in, is not nothing. Private credit can survive bad headlines. Problem loans. Even redemptions. What it cannot survive is a buyer strike, because the whole boom assumed capital would keep arriving. So this is not 2021 anymore. The credit cycle has changed. And the people who asked for their money back were never confused. They were just early.

@ExnerPirot Canada needs a roads to the minerals. Follow that progress?

Hodgson tells G7 counterparts that Canada’s critical minerals stockpile will position scandium and graphite as key minerals and will expand in the near term to include antimony, cobalt, gallium, germanium, and tungsten. Those sound like the right minerals for Canada to lead on TBH subscriber.politicopro.com/article/2026/0…

@War_Radar2 Very old, started in 2025 with the AESA GaN radar. Why did the j35 spoof the Iran radar? Follow the science from there or delete your account.

BREAKING: 🇨🇳 China's weapons under fire: Top military developers disappear after combat failures A report claims several senior Chinese military scientists, weapons designers, and defense officials have been removed, investigated, or vanished from public view following the reported poor performance of Chinese made air defense systems in recent conflicts. The alleged failures have sparked fresh questions about the combat effectiveness of some of China's most heavily promoted weapons programs. Source: The Washington Times

@hollyanndoan @MarkJCarney "Climate Change" means what they wish; why not "Slave Labour"

Cabinet would gain powers to exempt Chinese imports from slave labour ban under Bill #C35 tabled Friday. PM @MarkJCarney has already granted Chinese automakers access to Canadian market though their battery electric cars include slave-made parts. blacklocks.ca/slave-bill-loo… @Rob_Oliphant @yfblanchet #cdnpoli

@MarcNixon24 Let's fix the other computer CAD computer systems first

HARD STOP 🛑 Mark Miller says Protecting Kids is not a 🇺🇸🇨🇦 bargaining chip. We draw the LINE at kids. Regardless what Trump says we will not back down on Digital ID (face recognition, govt ID upload ect) to access social media for all ADULTS.