Had to settle for Premier of Toronto.

Gentle reminder Section 122 tariffs up to 15%. But no inflation. Back to your 28% oil price hike…but no inflation

We are in prime TACO season now. No idea what that looks like but just wouldn’t surprise me right now. The last guardrail is being touched. podcasts.apple.com/ca/podcast/s...

10 year US treasuries is up to 4.20% Safe haven right?

24% increase in oil prices in a day is normal right?

Interest rate cuts in a stagflation world. Where we are.

Yeah that’s what you want your government doing. Trading commodity futures instead of stopping the thing you’re doing that got you here. Maybe evacuate your people from harms way would be a priority no?

Wall Street take: War is transitory. More rate cuts. But what about private credit? Wall Street: Couple of companies. Transitory. More rate cuts please. Bond Market: Yeah no.

Yes that’s called repatriation and every country on the planet is mapping it out to clean up the Mad King mess.

#sagetrades2026 I decided to go back to a little speculative play which right now intuitively would be the last thing to do, but I decided to jump back in to Alphamin Resources. My last cycle with it was good for the most part and had a pretty big gain only to lose it out.

#sagetrades2026 The pullback continues and I continued to pick up more shares. Today added to positions in Paramount Resources, iShares Global Water ETF, and Cdn National Railways.

www.bloomberg.com/news/article... The transition to communism is almost complete.

I can't believe all these smart money people are literally expecting the war to last 5-6 weeks because a highly reliable Mad King said so. Like exactly. Was WW2 modelled to last 6 years???? So what happens when it keeps going (highly likely)? It's insane.

My China/India positions are getting hit but everything else while down is moderate. So may look to add to positions to average things out a bit.

Gold UP. Oil UP Yes Dollar UP Typical safe haven type of response. Yet Treasury yields..UP! If investors parking in UST's price should be up and yield down. That is not typical.

War in Middle East. Clown show in US but yeah Europe needs to be thrown under the bus based in this weekend articles from Bloomie and G. Looking forward to the Africa takedown next week. 🤦‍♂️🤦🏽‍♂️ www.bloomberg.com/news/article...

If the US markets go up 1 point on Monday then the whole thing is truly a certified clown show that is completely morally bankrupt. Time for the only guardrail left to kick in. podcasts.apple.com/ca/podcast/s...

Wow crappy day in the markets but my portfolios were solid green today. Don't see that very often, but hey I'll take it. Grateful.

Dusting off my Salesforce AI experience notes... I say no. www.cnbc.com/2026/02/27/a...

Tempted to jump in and grab some Netflix but sus’ing more pain and collateral damage to some so keeping powder dry. Still feeling cringe even thinking about it.

Grateful? No they’re pissed and got tired head and moving on.

Ironically some will be foreign co’s setting up shop in US..as Mad King wanted. Now they may end up getting rebate cheques. US customers? Sorry. Others have been fudging invoices to get lower rate but still could bet refunds. Clown show. So much winning but hey they voted for it.

The State of Union speech had no mention of Canada. We're not on the radar now because they know it's a losing game. They'll huff & puff & threaten (the Bridge?) but in quiet, they're looking for an out on the narrative. The strategy is rope-a-dope. Let him blow up....now someone tell Dougie.

Looks like tariffs are starting to show up. Companies may have been eating them, but it's not sustainable. Wall Street starting to wake up? Seems like a good time to cut rates....sigh. www.cnbc.com/2026/02/27/p...

Quite rare to see a chart that says quite so overtly that no one involved has the slightest clue what’s happening here

Mad King: Bring oil and fire. www.cnbc.com/2026/02/25/t...

If the rest of the world's version of moving on is this type of strategy then we're all screwed. The stupid gas in that rarified air over there is really something else.

Clip from practice session we did for our students in our Everyday Investing platform on analyzing LVMH. youtube.com/shorts/AUucz...

Tax. The. Code. There fixed AI angst for you. You’re welcome! www.citriniresearch.com/p/2028gic?me...

Yeah that's about right.

Pretty much RIP for the USMCA trade renewal. It was probably done anyway but now for sure. Mad King will take his bottle and go home now. Cut side deals with Mexico but Canada will just try trash it Not end of world. There was a time pre-free trade and the country did fine. Tough adjustment coming

So when they pay back the tariffs (in theory), the trade deficit will be higher. Look at those bond yields fly.

To think Switzerland almost and should have beat them. Rest of world is getting better at this game. Can't just show up. Also the Russians aren't here. That being said, seems like all games are comeback wins so keep the faith.

Wall Street 2025: Tariffs schmariffs buy stocks. Tariffs gone 2026: Tariff schmariffs buy stocks. Literally a nuclear bomb could get dropped on Wall Street and they would say it's transitory...buy stocks. Unbelievable.

Well that's a year of my economic life I'm not getting back.

You teach them about money in the real world with real principles and then you add the digital toys.

Clip from a practice session we did on our Everyday Investing platform where dive into evaluating some ETF's that invest in baskets of utilities companies.

Huh…funny how that rule of law thing actually works everywhere else in the free world when you try an overthrow an elected government.

Winning! Tariffs are working to reduce….Oh… www.bloomberg.com/news/article...

Unless you ban human beings from driving anywhere on the whole planet full stop I don’t see how this works. We are the weakest link. Every human is going to tolerate robot cars driving at speed limit?

Only the stupidest Part 2.

Only the stupidest.

Yet profits are up? Something doesn’t add up. If CO’s absorbing & spreading out to all products, margins go down. If passing on, inflation up or everyone is faking paperwork on origin declarations. www.bloomberg.com/news/article... it’s a consumption tax and $ taken out of economy.

Today in the markets was more like a liquidation day...sell some winners to cover off losers. Fortunately didn't have to go there.

Yay??? www.bloomberg.com/news/article...

I still have some memory of life here pre-free trade…and it wasn’t that bad. We trudged along for decades upon decades. It was fine. Sure it should continue but I’m getting tired head over all this now. So hey go be a hero and gut it. www.bloomberg.com/news/article...

Not uncommon but notable that they’re going harder to raise money outside US. www.bloomberg.com/news/article...

Article gives every reason except the main one which is private equity levered it up, stripped it for parts and left it for dead. Wash rinse and repeat.

The fact this is now being thought out loud is significant. www.bloomberg.com/news/article...