October 3, 2025
Canada’s Fiscal Bazooka Will Triple Budget Deficits
Development has sloqwwed to zero in Toronto. Canada’s cumulative deficits will exceed $360B over the next four years. BC Premier David Eby vows to block any new Alberta Pipeline through BC. Power Demand set to quadruple due to AI. The UK introduces digital ID.
September 26, 2025
The Bull Market Isn’t Over Yet – w/guest Michael Nicoletos
Global liquidity continues to ramp higher. Why the demand for US assets continues to grow. The growing role of stablecoins and crypto that could help fix the US debt crisis. The bull market isn’t over yet, with guest and macro investor Michael Nicoletos.
September 12, 2025
The Race to Zero Resumes, Markets Bet on More Cuts
Rate cuts coming next week in Canada and the US. Labour markets weakening. Backlash grows against temporary foreign workers. US inflation softens. No oil pipelines make the list for national projects of importance.
September 5, 2025
Gold Surges on Looming Rate Cuts
Canada GDP Contracts in Q2. Population growth slows to zero in BC and Ontario. Foreign workers face political backlash. Gold surges to new highs amidst looming rate cuts. Concerns mounting over the sovereign debt crisis.
August 29, 2025
Elbows Down, IMF Bialouts Coming to a Country Near You?
Canada removes count-tariffs on the US. The Bank of Canada says they will start looking at house price inflation. France and the UK warn of potential IMF bailouts as soveriegn debt crisis looms. Stocks keep melting higher.
August 22, 2025
Canada’s Housing Markets are Flooded with Rental Supply
The Condo crash goes mainstream. Rental supply is flooding major metros across Canada. CPI inflation falls on lower gas prices and removal of carbon tax. Foreign investment fleeing the country. Vanguard recommends more bonds than stocks?…
August 8, 2025
Is the US Economy Finally Rolling Over?
Trump fires the head of the BLS after job revisions. Weak data out of the US prompts further calls for rate cuts. Tariff revenue could match corporate income taxes. Toronto Pre-sale market on the brink.
August 1, 2025
Governments Pleading With Central Banks to Cut Rates
Bank of Canada holds rates again. Powell refuses to cut despite political pressures. US GDP comes in stronger than expected. Real Estate developers ask PM Carney to remove foreign buyer ban. Is Canadian media compromised by the CCP?…
July 25, 2025
Another Wave of Inflation? w/ guest Pierre Polievre
Big fiscal deficits, trade wars, immigration, and monetary debasement with guest Pierre Polievre. We discuss the outlook for Canadian energy, taxes, and Tiff Macklem.
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