Tim Kiladze
@timkiladze.bsky.social
📤 248
📥 51
📝 184
Globe and Mail reporter and columnist. “You’re so poor all you have is money.”
Canadian oil and gas is suddenly looking quite sexy again, and the Montney in particular is oh-so-hot Even Encana - er, now Ovintiv - which spent a decade running away from Calgary, is spending billions to buy back in after chasing shale oil in the U.S.
www.theglobeandmail.com/business/art...
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Oil and gas companies are falling back in love with Canada, one multibillion-dollar deal at a time
After a decade of energy companies preferring projects south of the border, the flow of money is starting to come back to Canada
https://www.theglobeandmail.com/business/article-oil-and-gas-companies-canada-deals-ovintiv-baytex-cenovus-meg-energy/
7 days ago
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“Scale yourself.” Fitter. Happier. More productive. Right?
www.nytimes.com/2025/10/31/a...
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For Podcasters, a Voice Clone Is a Double-Edged Sword
https://www.nytimes.com/2025/10/31/arts/podcast-ai-voices-clones.html?unlocked_article_code=1.xk8.nVM2.J6oATUFytt87&smid=url-share
19 days ago
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Allied Properties and its exposed brick office buildings used to be adored. It’s now down 75% since February, 2020
www.theglobeandmail.com/business/art...
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Allied Properties REIT sees unit price fall 17% after management floats distribution cut
Office-building owner has been asked about its monthly distribution repeatedly because it continues to struggle with a heavy debt burden
https://www.theglobeandmail.com/business/article-allied-properties-reit-unit-price-fall-distribution-cut/
22 days ago
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That we tolerate this in any capacity is absurd This mom’s son was asking Tesla’s Grok AI chatbot about soccer. It told him to send nude pics, she says
www.cbc.ca/news/investi...
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This mom’s son was asking Tesla’s Grok AI chatbot about soccer. It told him to send nude pics, she says | CBC News
A Toronto woman is sounding the alarm about Grok, Tesla's generative AI chatbot that was recently installed in Tesla vehicles in Canada. Farah Nasser says Grok asked her 12-year-old son to send it nud...
https://www.cbc.ca/news/investigates/tesla-grok-mom-9.6956930
24 days ago
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The TD logo patch on Jays' jerseys, airing during the World Series, is the stuff many marketing execs can only dream of It also caps off a 20-year sponsorship journey that has endured multiple rebuilds and the pandemic, when the Jays couldn't play at home
www.theglobeandmail.com/business/art...
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TD Bank sponsored the Blue Jays for 20 tumultuous years. The World Series changed everything
Lender’s partnership with the team is delivering a return many marketing departments can only dream of
https://www.theglobeandmail.com/business/article-blue-jays-world-series-dodgers-td-bank-sponsorship/
25 days ago
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Bay Street is scrambling to secure elite World Series tickets, and the Jays are capitalizing on the desperation For your pleasure, a fun read on how it's all playing out
www.theglobeandmail.com/business/art...
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Bay Street is scrambling to secure elite World Series tickets – and the Blue Jays are capitalizing on the desperation
There’s so much euphoria on Bay Street that some premium ticket and suite holders are now willing to forgive the Jays for so many price increases
https://www.theglobeandmail.com/business/article-bay-street-is-scrambling-to-secure-elite-world-series-tickets-and-the/
28 days ago
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Is gold the new meme stock? Is the whole stock market a meme? Does anything make sense anymore? Let's talk it out. Listening at 2.0x speed is the new craze, but she talks as fast as I do, so trust me when I say: We're natural adrenaline for your ears
www.theglobeandmail.com/podcasts/the...
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What record gold and silver prices tell us about the stock market
Central banks, Trump and even AI play a role
https://www.theglobeandmail.com/podcasts/the-decibel/article-what-record-gold-and-silver-prices-tell-us-about-the-stock-market/
30 days ago
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For years, it was nearly impossible for junior miners to raise money for new projects or for exploration. That’s all changed very quickly. Since the start of Sept, $3.6-billion has been raised by mining companies in Canada. And the financings are often heavily over-subscribed
about 1 month ago
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RBC execs are in an awkward, but enviable position. The bank has a premium valuation, but expansion opportunities aren't all that clear So RBC is getting creative and leaning on a division that has often impressed, but has not been the centrepiece: wealth management
about 1 month ago
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The redemption queue for Fiera’s infrastructure fund is now $700-million and things have gotten tense, with Fiera Infrastructure and its former head suing each other
www.theglobeandmail.com/business/art...
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Fiera Capital, former infrastructure head sue each other as fund’s redemption queue hits $700-million
Lawsuits launched against background of dismal returns and frozen assets at investment manager’s infrastructure fund
https://www.theglobeandmail.com/business/article-fiera-capital-former-infrastructure-head-lawsuit/
about 1 month ago
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The decade-long Bondfield saga ends with two men convicted of fraud tied to the redevelopment of a premier Toronto hospital Vas Georgiou, a former CAO of St. Michael’s Hospital, and John Aquino, the former president of Bondfield Construction, were found guilty Tuesday
about 2 months ago
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“Silicon Valley is intellectually lazy” “The main objective of A.I. is not to automate white-collar work… The main objective is to accelerate science.”
www.nytimes.com/2025/09/30/t...
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Top A.I. Researchers Leave OpenAI, Google and Meta for New Start-Up
https://www.nytimes.com/2025/09/30/technology/ai-meta-google-openai-periodic.html?smid=nytcore-ios-share&referringSource=articleShare
about 2 months ago
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Messaging matters, and Ray Chun, TD’s new CEO, had some strong commentary as he unveiled his strategy for the bank First up: The need for a cultural revamp, built around accountability, curiosity and courage
about 2 months ago
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This is a big one in Canadian tech Mark Leonard built Constellation into a technology juggernaut by being a serial acquirer of niche software companies. Lately, however, the company has faced questions about its continued success in the age of AI
www.theglobeandmail.com/business/art...
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Constellation Software founder Mark Leonard resigns, shares extend recent plunge after investor pressure
Company cited unspecified health reasons for his departure; chief operating officer Mark Miller to step in as president
https://www.theglobeandmail.com/business/article-constellation-software-founder-mark-leonard-resigns/
about 2 months ago
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It's a new era for mergers and acquisitions. The level of stagecraft in the Anglo-Teck takeover shows just how much has changed when it comes to buying national champions in crucial industries. It used to be that investment bankers were gods... (1/2)
2 months ago
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Utah governor Spencer Cox with some wisdom Full link here:
www.nbcnews.com/news/amp/ncn...
2 months ago
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reposted by
Tim Kiladze
Jon Passantino
2 months ago
Imagine Fox and right-wing media reaction if a President Kamala said this in response to Charlie Kirk’s murder
add a skeleton here at some point
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A growing number of retail investors are trapped in struggling funds that lend to construction projects or invest in commercial assets – unable to sell, but required to keep paying annual management fees
www.theglobeandmail.com/business/art...
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Investors stuck paying annual fees at private debt funds that halted redemptions, sometimes for years
Scenario is frustrating for those who are desperate to sell, particularly retirees
https://www.theglobeandmail.com/business/article-investors-management-fees-private-debt-funds-halted-redemptions/
2 months ago
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“The world beyond America is snapping up more Chinese goods than ever before”
economist.com/finance-and-...
2 months ago
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Jonathan Price, the chief executive of Teck Resources, has reeled off benefits that will come from Anglo American’s takeover of Canada’s critical minerals champion. But two questions remain unanswered: Why *this* deal? And why now?
2 months ago
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TD is shaking up its executive team with two outside hires -- a COO, and a new general counsel -- according to sources. Significant changes from the new CEO
theglobeandmail.com/business/article-td-bank-executive-changes-coo-taylan-turan/
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TD Bank hires new COO from outside, revamps legal team as CEO Ray Chun puts his stamp on the lender
TD is hiring Taylan Turan from HSBC Holdings Plc as its COO, and also naming Paul Whitehead, currently TD’s head of Canadian branch banking, as his deputy
https://theglobeandmail.com/business/article-td-bank-executive-changes-coo-taylan-turan/
2 months ago
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Last summer, Ottawa said it would only approve takeovers of Canadian critical minerals miners "in the most exceptional of circumstances." Teck Resources, reeling from cost overruns, doesn't seem to care. A major test for Mark Carney
www.theglobeandmail.com/business/art...
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Teck Resources and Anglo American announce merger in one of biggest mining deals of the decade
The deal would create the world’s fifth-largest copper mining company
https://www.theglobeandmail.com/business/article-teck-resources-anglo-american-merger/
2 months ago
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Remember when Sunday reads were a thing? Make this yours: How Tokyo became an unexpected haven for China’s middle class Thorough. Engaging. Smart. A delight to read
on.ft.com/45RnlMz
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How Tokyo became an unexpected haven for China’s middle class
An aspirational generation of Chinese arrivals are beginning to shape Japan’s demographic, social and perhaps even political destiny
https://on.ft.com/45RnlMz
3 months ago
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Interesting take on the state of AI: “A lot of utility can come from souping up your Camry, but no amount of tweaking will turn it into a Ferrari.”
www.newyorker.com/culture/open...
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What If A.I. Doesn’t Get Much Better Than This?
GPT-5, a new release from OpenAI, is the latest product to suggest that progress on large language models has stalled.
https://www.newyorker.com/culture/open-questions/what-if-ai-doesnt-get-much-better-than-this
3 months ago
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A very good piece. "A generation ago conventional wisdom held that as China liberalized, its economy would come to resemble America’s. Instead, capitalism in America is starting to look like China."
www.wsj.com/economy/the-...
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The U.S. Marches Toward State Capitalism With American Characteristics
President Trump is imitating the Chinese Communist Party by extending political control ever deeper into the economy.
https://www.wsj.com/economy/the-u-s-marches-toward-state-capitalism-with-american-characteristics-f75cafa8?st=Uqu4TL
3 months ago
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The TSX is hot this year, and there's one sector doing the heavy lifting: Gold. In the past, gold producers slept walked into trouble during these booms. Not this time. Consider this:
4 months ago
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Always surprised when even smart observers I respect fail to mention the trillion-dollar deficits fuelling the U.S. economy. It’s depression-level stimulus
www.nytimes.com/2025/07/31/o...
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Opinion | The Tariffs Kicked In. The Sky Didn’t Fall. Were the Economists Wrong?
https://www.nytimes.com/2025/07/31/opinion/tariffs-economy-inflation-recession.html?smid=nytcore-ios-share&referringSource=articleShare
4 months ago
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What a note
add a skeleton here at some point
4 months ago
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Stimmys having a comeback
www.nbcnews.com/politics/con...
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Sen. Josh Hawley introduces bill to send tariff rebate checks to Americans
First to NBC News: Hawley pledged to sponsor legislation after President Donald Trump expressed interest in sending out rebate checks last week.
https://www.nbcnews.com/politics/congress/sen-josh-hawley-introduces-bill-send-tariff-rebate-checks-americans-rcna221457
4 months ago
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It would be impossible for me to love this story more, about visiting-day at sleepaway camp What have we become
www.thecut.com/article/how-...
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‘I Swear, They’re Flying in Nobu Sushi for Their Kids’
The collision of influencer culture with elite sleepaway camp has resulted in a new set of norms for parent visiting day.
https://www.thecut.com/article/how-camp-visiting-day-became-a-competition-for-moms.html
4 months ago
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Stephen Smith and his lesser-known co-founder Moray Tawse are cashing out of First National by selling to private equity A familiar tale
www.theglobeandmail.com/business/art...
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Brookfield and Birch Hill to buy majority stake in mortgage provider First National
The deal is expected to close in the fourth quarter this year, subject to approvals by shareholders, a court and regulators
https://www.theglobeandmail.com/business/article-first-national-brookfield-birch-hill/
4 months ago
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TD's year-long corporate governance overhaul is looking complete, with John MacIntyre being named board chair Mr. MacIntyre is well-known in financial circles, and his appointment extends a shakeup that favoured outsiders and executives who were not central to TD’s oversight over the past decade
4 months ago
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Many Palestinians “routinely choose between two often fatal options: risk death by starvation, or risk death by gunfire to reach food aid sites that are likely to have run out of supplies by the time many arrive.”
www.nytimes.com/2025/07/27/w...
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No Meals, Fainting Nurses, Dwindling Baby Formula: Starvation Haunts Gaza Hospitals
https://www.nytimes.com/2025/07/27/world/middleeast/gaza-hunger-doctors-nurses.html?unlocked_article_code=1.Zk8.lQ_g.jgB-igXtdr47&smid=nytcore-ios-share&referringSource=articleShare
4 months ago
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The IPO market has been rough for years, but a big one just got done on the TSX GO Residential REIT, a luxury rental apartment owner in New York City, raised $560-million and starts trading today
www.theglobeandmail.com/business/art...
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American luxury rental apartment owner GO Residential pulls off $560-million IPO in Canada
IPOs have been rare in Canada since the pandemic boom, particularly for real-estate companies
https://www.theglobeandmail.com/business/article-go-residential-reit-american-luxury-rental-real-estate-canada-ipo/?utm_source=Shared+Article+Sent+to+User&utm_medium=LinkCopy&utm_campaign=Shared+Web+Article+Links
4 months ago
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There still seems to be a narrative that China's economy is holding up, but the data is pretty rough. Prices have fallen for 8 straight quarters, and now the gov't is cutting back on competition Flooding the market works until it doesn't
www.nytimes.com/2025/07/22/b...
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China’s Problem With Competition: There’s Too Much of It
https://www.nytimes.com/2025/07/22/business/china-involution-competition-deflation.html
4 months ago
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Waratah Capital Advisors, a $4-billion hedge fund manager that manages money for wealthy Canadians, is dealing with a cybersecurity breach that may have exposed sensitive client information including names, social insurance numbers (SINs) and account sizes
www.theglobeandmail.com/business/art...
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Cybersecurity breach at hedge fund manager Waratah may have exposed sensitive client data
Money manager told clients the incident may have impacted investor names, addresses, SINs, account numbers and other personal information
https://www.theglobeandmail.com/business/article-waratah-capital-cybersecurity-breach-client-data/
4 months ago
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A Globe reporter investigating allegations of political interference at Alberta’s provincial health authority has been targeted by an anonymous account on X, which has posted pictures of her and described her private movements
www.theglobeandmail.com/canada/artic...
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Globe and Mail reporter targeted by online campaign, photographed surreptitiously in public settings
An anonymous X account posted photos of Alberta reporter Carrie Tait and described her movements as she reported on a health authority controversy
https://www.theglobeandmail.com/canada/article-globe-and-mail-reporter-targeted-by-online-campaign-photographed/
4 months ago
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About one-third of the way through this, it hit me: Radiohead saw it coming. Fitter. Happier. More productive. The promise of efficiency, with the illusion of inventiveness. Niche comment, I know. But this piece is so good
www.nytimes.com/2025/07/18/o...
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Opinion | The Seductions of A.I. for the Writer’s Mind
https://www.nytimes.com/2025/07/18/opinion/ai-chatgpt-school.html?smid=nytcore-ios-share&referringSource=articleShare
4 months ago
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There’s something ironic happening with crypto: Trump’s new laws will actually make the US dollar stronger Crypto fans used to talk about nation-less currencies and question the need for commercial banks and central banks. But now these gatekeepers are key to crypto
4 months ago
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reposted by
Tim Kiladze
Jesse Eisinger
4 months ago
The complacency of bond investors to all of this is utterly beyond my ken.
add a skeleton here at some point
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More than 1.4 million Afghans have fled or been deported from Iran since January during a government clampdown on undocumented refugees
www.nytimes.com/2025/07/16/w...
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As Iran Deports a Million Afghans, ‘Where Do We Even Go?’
https://www.nytimes.com/2025/07/16/world/middleeast/iran-deportations-afghanistan.html?unlocked_article_code=1.W08.IFJ4.4PMGIrAr-9AL&smid=nytcore-ios-share&referringSource=articleShare
4 months ago
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An American REIT that owns luxury rental apartment towers in Manhattan is trying to go public on the TSX. At US$410-million, it would be one of the largest real estate IPOs in Canadian history
www.theglobeandmail.com/business/art...
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GO Residential, a luxury rental REIT in New York, launches rare IPO in Canada
If GO completes the US$410-million deal, it will be one of the largest real estate IPOs in Canadian history
https://www.theglobeandmail.com/business/article-go-residential-new-york-ipo-toronto-joshua-gotlib-meyer-orbach/
4 months ago
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New York is over, and everyone’s moving to Charlotte. Why? Because the U.S. Southeast is humming This shift has major ramifications for the trade war
www.theglobeandmail.com/business/art...
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The booming Southeast is Trump’s secret trade-war weapon
Far from the Canadian border, cities such as Charlotte and Savannah are thriving – and offsetting potential pain from Trump’s tariffs
https://www.theglobeandmail.com/business/article-trump-canada-tariffs-trade-war-southeast-us-charlotte-savannah/
5 months ago
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reposted by
Tim Kiladze
Vali Nasr
5 months ago
I write in @NYT if Khamenei’s record is any guide US shouldn’t expect surrender in nuclear talks. He sees this as a long conflict and may compromise enough to get no war and no peace.
www.nytimes.com/2025/06/26/o...
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Opinion | The Ayatollah Has a Plan
https://www.nytimes.com/2025/06/26/opinion/iran-nuclear-ayatollah-cease-fire.html?smid=bs-share
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Same sex marriage is part of American life. Could it be overturned? "The difference between Obergefell and Roe was that public support for gay marriage had been building long before the court acted. The court did not jump out ahead of public opinion."
www.nytimes.com/2025/06/26/u...
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Ten Years In, Same-Sex Marriage Is Part of American Life. But It’s Still Under Attack.
https://www.nytimes.com/2025/06/26/us/politics/gay-marriage-obergefell-hodges-anniversary.html
5 months ago
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A very smart piece. “The anti-establishment thinkers became the new establishment. That makes for pretty boring content." (I'm late to it, but the world's been a mess)
www.semafor.com/article/05/2...
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Inside the identity crisis in anti-woke media
Donald Trump has taken their positions on many of their favored issues, but is pursuing their goals with the illiberal tactics they’d abhorred.
https://www.semafor.com/article/05/25/2025/inside-the-identity-crisis-in-anti-woke-media
5 months ago
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All that 'ambition deficit' talk this week makes more sense now
www.theglobeandmail.com/politics/art...
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Carney hires Hydro‑Québec CEO Michael Sabia to head federal bureaucracy
The PM sought out Sabia for the position because he wanted a PCO clerk with business experience
https://www.theglobeandmail.com/politics/article-michael-sabia-carney-privy-council-clerk/
5 months ago
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For decades, the secret to stoking Canada's GDP growth was to let housing rip. It was our secret weapon, for better or for worse Now we've got a trade war and could use some economic juice, but home prices are falling. So what now?
www.theglobeandmail.com/business/art...
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Home prices are falling, and Canada is losing its secret weapon for stoking GDP growth
The sector that Canadian policy makers often turn to for a sugar high – housing – has only the faintest heartbeat
https://www.theglobeandmail.com/business/article-home-prices-falling-economy-gdp-growth/
5 months ago
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Lots of people are saying Canada needs more ambition, but the message coming from Michael Sabia matters. He’s run the Caisse, and he’s also been deputy minister of finance. He spoke very candidly on Monday on a whole lot
www.theglobeandmail.com/business/art...
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Canada has ‘ambition deficit’ and regulations that are scaring away investment, Sabia says
Hydro‑Québec’s chief executive says Canada must change its way of thinking in order to transform the country’s economy
https://www.theglobeandmail.com/business/article-michael-sabia-ambition-deficit-canada-national-projects/
6 months ago
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This story’s a 10/10. Yes they made oodles of money, but the details are the best part One founder trained at French Laundry, another was a standup comedian. “We have completely opposite palates,” he said. “I would eat Lunchables. He would eat caviar.”
www.wsj.com/business/hos...
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America’s Hottest Chicken Chain Started With $900—and Just Sold for $1 Billion
Dave’s Hot Chicken began in a parking lot less than a decade ago. Then things got spicy.
https://www.wsj.com/business/hospitality/daves-hot-chicken-deal-roark-bac46ced?st=wxvP2d&reflink=article_copyURL_share
6 months ago
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