Patima Capital

Sweet! $MSFT

Microsoft at $369? Yes we will have some of that. $MSFT

@PatrikMuncaster @ExnerPirot If only the globe’s oil consumers would listen to you.

Who, I mean Who, listens to oil industry executives? They speak for a "sunset industry". (like the coal industry) They speak for self interest. They never talk about the existential threat of our times. Or about air pollution. Or about the Dutch Disease. I have great fun driving passed the pumps in time of yet another war to support oil interests. I love to watch decade after decade the falling costs of renewables. I am reminded that it is the oil industry that got Trump elected and keeps Putin and his oligarchs in power. Sympathy for the oil industry. It is found under S in the dictionary.

Read the comments from oil & gas CEOs from the BMO / CAPP conference. They are telling you the new industry consensus position: they don’t want any industrial carbon tax and they don’t want to pay for carbon capture. We have crossed the threshold from Canada blocking O&G investment —> Canada needing to attract it, and they know it. thecanadianpressnews.ca/business/indus…

@DrJStrategy Both Saddam Hussein and the Ayatollahs hand their eye on the Strait of Hormuz and will be talking about this at their weekly poker game in hell. Neither of them foresaw this as a possible outcome.

Food for thought. Yes, the New Great Game is unfolding. No nation stands to gain more from a closure of the Strait of Hormuz than the United States, across the short, medium, and long term. This logic is embedded in President Trump’s National Security Strategy, with the Trump Doctrine now visible in practice. Strategically, China loses on multiple fronts with Hormuz closed: seaborne Middle Eastern supplies are constrained just as Venezuelan crude is increasingly redirected toward the U.S. Gulf Coast on short, politically secure routes. At the same time, the Strait of Malacca, and with it, the broader Malacca Dilemma, moves to the center of gravity. In parallel, the Sunda, Lombok, Makassar, and Mindoro Straits remain critical arteries for Chinese trade and energy flows. Together, they constitute the geographic chokepoints of Beijing’s vulnerability, and Washington is acutely aware of this. Yes, the New Great Game is unfolding, and Wall Street has yet to comprehend the consequences.

@ponziland @DivyDex @RichardDias_CFA @FP_Champagne Collapsing global oil prices may have been the event that started the decline but the recovery (or lack thereof) was self inflicted.

@DivyDex @RichardDias_CFA @FP_Champagne 💯💯💯💯💯💯💯💯

Here we go. Canada is the second fastest growing economy in the G7 according to data just released by the International Monetary Fund. Let’s keep building Canada Strong together.

@RichardDias_CFA @FP_Champagne Any smaller and you could put it in your eye. 👁

@FP_Champagne Yes, well done. 🙄

Emergent BioSolutions poking its head up again. Will there ever be a short squeeze? 👃💉💊 🚀 $EBS

@dmurphy910 @alojoh HC only.

@alojoh I’m a subscriber but didn’t receive that Oracle post?

Oracle up 9%. Our subscribers are killing it. 6 hours ago we sent an alert to our subscribers about buying Oracle at $136 in pre-market. +$14 now.

@RickAnderson Nothing to see here…

I am truly fatigued by this negative line of dreck about Canada. Yes, we have challenges, more at the moment than usual. But this is a tremendous country, and yes we have a Canadian Dream, the belief that people can come together to build better lives, and in doing so build a better country: fair, decent, and diverse.

@metapreston This is hard to believe. Threads is nothing more than an aggregator for OF girls.

Threads is doing to Twitter what Instagram did to Snapchat. I never thought this would be possible

@FlavioEvan @PatchOCool @PierrePoilievre Now shatter these myths.

It's getting kind of hard to keep up with fact-checking you, Mr. Poilievre. Your latest post compares Canada to the US since Q4 2022 and at first glance it looks like a disaster. But if you actually look at the math, you’re choosing which hand the audience watches while the other one hides the truth. The 2022 Trap You picked Q4 2022 as your starting point for a very specific reason. That was exactly when the Bank of Canada slammed on the brakes with massive interest rate hikes to kill inflation. We were doing the hard work of sobering up. At that same moment, the US was doing the opposite. They were injecting $1.2 trillion in stimulus through the IRA and CHIPS Act. Comparing a country trying to pay its bills to one on a debt-fueled bender isn’t an analysis. It’s a parlor trick. The Credit Card Growth The US is "outperforming" because they are spending money they don’t have. It’s like a neighbor who buys a Ferrari on a maxed-out credit card while you’re paying off your mortgage. The US federal deficit is sitting around 6.4% of their GDP. Ours is just 1.25%. Every American is carrying about $106,000 in federal debt, while every Canadian carries about $34,000. If fiscal responsibility is the goal, we aren’t falling behind. We’re the only ones staying solvent. The "Shrinking" Sleight of Hand The post screams about a "shrinking economy," but that’s half-true math used to tell a full-scale lie. Canada’s total GDP actually grew 2.6% in Q4 2024, which was one of our strongest runs in years. The "per person" number looks lower because we added over a million people in a year. There is a natural lag between a new neighbor moving in and that neighbor getting a job and contributing to the economy. You can’t demand we cut the workforce and then complain that the workforce isn't growing the "per person" math fast enough. You’re arguing with your own calculator. The "Anti-Development" Myth You talk about removing "anti-development laws" and getting "shovels in the ground," but that work is already done. The Impact Assessment Act was rewritten in 2024 to fix the Supreme Court’s concerns. On top of that, the new Major Projects Office has been streamlining approvals with a "One Project, One Review" system for over a year. Promising to fix a regulatory system that was already overhauled in 2025 is like promising to change a tire that’s already brand new. Fighting Ghosts You’re still campaigning on "Scrapping the Tax." But here in 2026, the consumer Carbon Tax was set to zero back in April 2025. Any checks people see today are just catch-ups (retroactive payments for the 2021-2024 tax years for those who filed late). Promising to "scrap" it now isn't a plan for the future—it's an attempt to stir up anger over a policy that doesn't even exist anymore. That’s not a policy. It’s a party still fighting last year’s war. The Bottom Line Promising to rebuild a G7 economy from scratch in just twelve months is essentially political fiction. If you think you can overhaul the structural foundation of a multi-trillion dollar nation in a single year, you’re not running a government, you’re running a fantasy. Canada is playing the long game. The US is playing the "spend now, pray later" game. We aren't losing the race. We're the only ones running it without a backpack full of debt. 2025-2026 G7 Annualized GDP Growth: * 🇺🇸 USA: 2.2% (2025) / 2.1% (2026) * 🇨🇦 Canada: 1.2% (2025) / 1.5% (2026) * 🇬🇧 UK: 1.3% (2025) / 1.3% (2026) * 🇫🇷 France: 0.7% (2025) / 0.9% (2026) * 🇩🇪 Germany: 0.2% (2025) / 0.9% (2026) Sources: * IMF World Economic Outlook: G7 Deficit & Debt Projections. * Statistics Canada: Quarterly GDP Reports (Q4 2024 growth verified at 2.6% annualized). * U.S. Treasury: Monthly Treasury Statement & National Debt Clock. * Impact Assessment Agency of Canada: 2024/25 Regulatory Amendments. * Major Projects Office: National Interest

Prime Minister Carney promised Canada would be the fastest-growing economy among G7 countries, even faster than the U.S. But instead, he's delivered the only shrinking economy in the G7, and compared to our neighbours, we're falling further and further behind. Our Conservative plan to build a strong, sovereign, united Canada: ✅Remove all Liberal anti-development laws. ✅Scrap the Liberal carbon tax on fuel, steel, and fertilizer. ✅Greenlight major projects to get shovels in the ground.

@alojoh I gotta go and buy a large screen monitor. 🖥 AJ’s presentations are information dense but the font is too small for these tired eyes. 👀

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@EmporiumFred @goldencantech @sentdefender I said it hurts Asia more but you don’t need to take my word for it.

@SnausageCapital @goldencantech @sentdefender ‘yOu FeLl FoR iT’ 🙄🤣

U.S. Vice President JD Vance has said that no deal was made during the 21+ hours of negotiations, saying “we could just not get to a situation where the Iranians were willing to accept our terms.” He restated that the Iranians were unwilling to shift left or right on key U.S. demands, including their nuclear program.

Every weekend is the same now. He turns the world 🌎 upside down. 😳 #Trump

Well worth a read, both pieces.

@vaporeon853 @goldencantech @sentdefender Don’t take my word for it.

@SnausageCapital @goldencantech @sentdefender Since if am correct by your american website the 60% of your crude oil is imported… I suggest you to read again what your claimed. As far as i read around ( I am not American) also your country saw a spike in prices of fuel and all over problems that are starting to add up.

@EmporiumFred @goldencantech @sentdefender You fell for it. 🎣

@SnausageCapital @goldencantech @sentdefender Wrong lemonde.fr/en/economy/art…

@DemetriusRO6 ‘Iranian diplomacy’ They’ve made themselves public enemy number one around the planet. 🌏

Iran’s lead negotiator Has a PhD from the University of Kent Wrote the book on Iranian diplomacy Spent 30 years at the table Trump sent his son-in-law, A real estate developer, and JD Vance.

@goldencantech @sentdefender Blocked Strait of Hormuz hurts Asia more than anyone else.

@sentdefender Does he think the US has any cards left to play? It's bad news for the US because the Straits of Hormuz will be closed and there's nothing the US can do asides bombing civilian infrastructures.

@stengel That’s odd.

You know what would be amazing if Vance and his team can negotiate an agreement where Iran doesn't enrich above 3.67% (far below weapons grade); gets rid of 98% of its stockpile of enriched uranium; has weekly inspections by the IAEA; keeps the straits open without charging anyone; and commits to all of this for at least ten years. Oh, yeah, that was the Obama Iran deal.

@kalpeshmak16 @boomerbillf @davidportier Parody accounts usually have a hint of humour though. This one is unique in it’s bland, frank and humourless delivery. They nailed the typical Canadian Liberal ‘entitlement’ angle too.

@SnausageCapital @boomerbillf @davidportier Of course, it is. But yeah it is difficult to be able to relate with masses with similar thought process having enough political muscle to pull a win, even now !!

Our home is worth $2.3 million. But….. ….the huge drop in immigration means there is no one to buy it from us. We are probably stuck here for years (when we aren’t at the cottage or in Florida).