mcpar

@KerneProtocol Want to send email to Tim. Yours for kerne does not work?

Wrapping up the final details of our new website. We can't wait to share it with you Should be up within the next 2-4 days Changes to look forward too: Addition of Opal Rewards Overhaul of design and general ease of use Condensed information and easier language

@KerneProtocol Your email in privacy notes does not work?

@guan_he32709 @jnordvig @AnyaHageman Who is @AnyaHageman ?

@jnordvig I followed several bloggers before, but only @AnyaHageman stood out 🌹 The high beta stocks he shared rose by more than 85% As an employee of Goldman Sachs His recommendation of NVDA-CEP made me $90,000 in just one week. Follow him to achieve greater financial freedom🔥

Still find the divergence between the gold trend and open interest in the (US) futures market striking. Obviously there is a strong Chinese element, as shown in the Shanghai data today. But still a very interesting departure from what is normal. Open interest (white) normally follows price (yellow). What happens to open interest if we trade back to the high?

@fhoro Wud not have thot that….

1955 was a very good year. Bill Gates also born that year. And lesser known, me.

@fhoro * this was in your blog this a.m. ty. Since none/few of these analysts suggested a sell even in the 40’s, is it now time to nibble at the shares? “In Canada, there are two buys, 13 holds and two sells on BCE. “

This made me laugh.

@BarrySchwartzBW LT, how do you view agi—effect on employment, retraining, wealth distribution, potential for universal basic income. Is it likely and possibly sooner than later?

Two years of double digit returns in a row after a terrible year in 2022. When you average out the three year return you see more normalized returns (at least for our clients) more or less in line with long-term returns for stocks and bonds. Yes, many are worried that we are due for a correction or significant pullback. No arguments there, it will happen at some point. The questions are: How much down? What stocks will do the worst? How fast will it happen, How long will it last? And then of course there will be a recovery and those same questions apply on the upside. As usual we are sticking with quality investments and thinking and acting long-term.

@nenshi Good points but “jobs for lawyers”, same old same old

It’s very clear that the Premier doesn’t think that Pierre Poilievre is going to win the next federal election if she is tying us up in court for so many years on yet another unwinnable court case.  I’m no lawyer, but the Supreme Court has ruled that the carbon tax is constitutional. Certainly, the federal government really dropped the ball in creating the carve out for home heating oil. I don’t know why they thought that was a good idea. They absolutely undermined the consumer carbon tax in a very big way.  But again, instead of making a deal with the federal government, instead of talking about an exemption for natural gas or even more rebate money going to people in Alberta who want to get off home heating oil, the UCP government just chooses to fight.  The most telling part of the Premier’s press conference today was when she was asked if she talked to the federal government and her response was essentially, “Why would I do that?” This Premier doesn’t want to win, she just wants to fight. So, she wants to drag out a court case for as many years as she can so she can show she is fighting.  But here is what is clear, Alberta has the highest unemployment rate outside of the Maritimes under this UCP government. The only job creation this UCP government is interested in is jobs for lawyers in unwinnable court cases.  Why would she time this pointless announcement on another fight with the federal government for today? Could it have anything to do with her leadership review on Saturday?

@sailrockbwi Bloomfield not

Escape to Turks & Caicos with 30% Off Fall & Winter Stays at Sailrock Resort. Save up to 30% on Suites and Villas, with an extra $300-$500 in Resort Credits based on accommodation type. Stay in a Ridgetop Suite and get two excursions and experiences!

@fhoro How far back do aapl and msft sync?

franceshorodelski.com/f/messier $SAP.TO

@BarrySchwartzBW So can you share companies you think capable of being on this list over the next 10 years

Here are some companies on the TSX that have compounded at 15% or more before reinvested dividends since Jan 1 2010. Source canadastockchannel.com Constellation is the 👑

@RachelNotley This is very effective…

Americans are eating our lunch. Texas, South Dakota, and other Republican states are investing in renewable energy. This isn’t about left vs. right. It’s about success vs. failure. Renewable energy job creators are deciding where they’re going next. We need to make sure Alberta is open for business. If you have thoughts on this you’d like to share, send us a message using the link below. We want to hear from you. albertasfuture.ca/contact

@fhoro @allstarcharts Which side. B/s

Interesting insider filings. $CAE, $KDP, $XOM Source: @allstarcharts allstarcharts.com/wp-content/upl…

@NoContextHumans 7

Which one is it?

@fhoro Yes cyber security. Thx for the suggestions. Will research.

As in cyber security? Not an expert by PaloAlto (PANW), Crowdstrike (CRWD). Fortinet (FTNT) or the ETF HACK

@fhoro Any thots to share on best way to gain exposure to cyber?

All wrong - company and share amount. Was $BCE. So sorry. Mondays…

@fhoro So why would Tcpl embark on a major structural shift, without having demonstrable benfits? What is the motivation? Something is not adding up.

I think there will be a lot of wood to chop to get through this - stock will bounce around for a while - but unless something really falls off the rails, the dividend will hold things up and I think there is opportunity here for value and discipline and maybe something special.

@fhoro Was just in tor area. Spent way to much time planning for and dealing with traffic issues. Very unfortunate.

And this is why #RTO is such a problem. Toronto driving is horrible!

@fhoro So, the top 3 yielders in the tsx60 are enb, trp, and ppl. Is this a fundamental LT problem or a reflection of supposed experts seeking ST outperformance??

What would superman do? #Canadian #banks franceshorodelski.com/f/what-would-s…

@DavidBaskinBWM @decloet ???

@decloet now we can all stop pretending that we care about soccer.

bummer