Ethan Lou
@ethanlou.bsky.social
📤 3587
📥 49
📝 970
Opinion editor in the Globe and Mail's business section. Pitch me:
[email protected]
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Carney’s plan to strengthen Canada’s economy must include port policing The latest from the Globe's business commentary, by Rita Trichur:
www.theglobeandmail.com/business/com...
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Opinion: Carney’s plan to strengthen Canada’s economy must include port policing
Since 1997, port security has involved a patchwork of groups that lack resources to pursue complex investigations
https://www.theglobeandmail.com/business/commentary/article-carneys-plan-to-strengthen-canadas-economy-must-include-port-policing/
about 17 hours ago
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Canada’s TikTok policy is a mess The latest from the Globe's business commentary, by Matt Malone:
www.theglobeandmail.com/business/com...
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Opinion: Canada’s TikTok policy is a mess
The app will remain in our digital lives – the question is whether this country will watch as a spectator or regulate as a sovereign
https://www.theglobeandmail.com/business/commentary/article-canadas-tiktok-policy-is-a-mess/
1 day ago
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If you're waiting on an email response from me: Please accept my gratitude for your patience; you'd be doing me a favour if you follow up. (This is a regularly scheduled note and is not necessarily a suggestion that anyone is indeed waiting on a response from me.)
1 day ago
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Trump is trying to turn the U.S. into something unrecognizable The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: Trump is trying to turn the U.S. into something unrecognizable
The United States was founded on a system of checks and balances. Donald Trump is trying to bury that
https://www.theglobeandmail.com/business/commentary/article-trump-is-trying-to-turn-the-us-into-something-unrecognizable/
1 day ago
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U.S. $100,000 H-1B fee will push tech talent toward Canada. Canada stands to retain and attract skilled workers, boosting its tech sector. The latest from the Globe's business commentary, by Jonah Prousky:
www.theglobeandmail.com/business/com...
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Opinion: Trump’s H1-B visa price hike is good for Canada
New US$100,000 fee for visas to hire most foreign workers likely to help Canada retain tech talent
https://www.theglobeandmail.com/business/commentary/article-trumps-h1-b-visa-price-hike-is-good-for-canada/
2 days ago
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Trump's semiannual reporting proposal could ease burdens and boost long-term planning. True competitiveness requires dismantling rules that disadvantage U.S. firms. The latest from the Globe's business commentary, by Gus Carlson:
www.theglobeandmail.com/business/com...
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Opinion: Trump’s proposal for semi-annual financial reporting could help businesses in the long run
If the President really believes in the exceptionalism of U.S. companies, he needs to dismantle regulations that put them at a disadvantage
https://www.theglobeandmail.com/business/commentary/article-trump-semi-annual-financial-reporting-could-help-businesses/
3 days ago
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Mounting household debt is catching up with Canadians. FOMO has given way to fear of losing everything as interest and costs bite. The latest from the Globe's business commentary, by John Turley-Ewart:
www.theglobeandmail.com/business/com...
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Opinion: Debt is catching up with Canadians
A fear of missing out a few years ago is giving way to a fear of losing everything
https://www.theglobeandmail.com/business/commentary/article-debt-is-catching-up-with-canadians/
3 days ago
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Red tape sticks because some capitalists prefer guarding wealth to embracing true capitalism. Preserving assets often wins over creating new income. The latest from the Globe's business commentary, by John Rapley:
www.theglobeandmail.com/business/com...
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Opinion: Red tape is sticky because capitalists do not necessarily love capitalism
The desire to preserve wealth can often overpower the drive to create new income
https://www.theglobeandmail.com/business/commentary/article-red-tape-capitalism-government-regulations/
5 days ago
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Anglo looks like a softer takeover target than Teck and could entice buyers if paired with Teck through a Chilean joint venture. The latest from the Globe's business commentary, by Eric Reguly:
www.theglobeandmail.com/business/com...
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Opinion: Wanna bust up the Anglo American-Teck merger? Anglo looks easier to buy than Teck
Anglo could be a more tempting buyout target if a new owner struck a joint venture with Teck in Chile
https://www.theglobeandmail.com/business/commentary/article-wanna-bust-up-the-anglo-american-teck-merger-anglo-looks-easier-to-buy/
5 days ago
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OSFI asserts Canadian primacy on reputation risk, refusing to mirror U.S. approaches. That stance protects Canada as its banks expand southward. The latest from the Globe's business commentary, by Rita Trichur:
www.theglobeandmail.com/business/com...
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Opinion: OSFI isn’t taking cues from America regarding reputation risks for banks
Banking regulator rightly asserts its primacy as Canadian banks pursue U.S. growth
https://www.theglobeandmail.com/business/commentary/article-osfi-banking-regulator-routledge-big-six/
6 days ago
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CSIS warns Ottawa must act to stop IP theft and protect Canadian talent. Failing to act lets other countries profit from Canadian innovation. The latest from the Globe's business commentary, by :
www.theglobeandmail.com/business/com...
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Opinion: CSIS warning shows Ottawa can’t keep ignoring Canada’s IP crisis
Why should Canadians develop talent and IP, only to have other countries profit from them?
https://www.theglobeandmail.com/business/commentary/article-csis-intellectual-property-ip-security/
6 days ago
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Gold's bull run shows no sign of ending. Bullion is buoyed by strong fundamentals and bullish technicals. The latest from the Globe's business commentary, by David Rosenberg:
www.theglobeandmail.com/investing/ma...
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The raging bull market for gold is far from over. Here are more reasons why
Bullion continues to be supported by both fundamental and technical factors
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-the-raging-bull-market-for-gold-is-far-from-over-here-are-more-reasons/
6 days ago
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The raging gold bull is far from over. Fundamental and technical forces keep bullion well supported. The latest from the Globe's business commentary, by David Rosenberg:
www.theglobeandmail.com/inside-the-g...
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The raging bull market for gold is far from over. Here are more reasons why
Bullion continues to be supported by both fundamental and technical factors
https://www.theglobeandmail.com/inside-the-globe/article-david-rosenberg-the-raging-bull-market-for-gold-is-far-from-over-here/
6 days ago
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CRA scrutiny now reaches local knitting clubs, turning friendly gatherings into audit targets. The agency's zeal reveals a dangerous drift from common sense into bureaucratic overreach. The latest from the Globe's business commentary, by Allan Lanthier:
www.theglobeandmail.com/business/com...
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Opinion: The CRA is coming for your knitting club
The tax agency is losing touch with reality
https://www.theglobeandmail.com/business/commentary/article-canada-revenue-agency-cra-tax-finances-lanthier/
7 days ago
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A rate cut was warranted. But cracks in Canada's economy have widened since the last announcement, leaving the outlook cloudy. The latest from the Globe's business commentary, by Jeremy Kronick and Steve Ambler:
www.theglobeandmail.com/business/com...
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Opinion: The case for a cut was clear, but the future remains cloudy
The cracks in the Canadian economy have become far more visible since the last announcement
https://www.theglobeandmail.com/business/commentary/article-bank-of-canada-case-for-rate-cut-economy/
7 days ago
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The front page of the Globe and Mail for Wednesday, Sep 17, 2025:
7 days ago
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Trump is wrong: ending quarterly reports won't cure Wall Street's short-termism. Withholding timely data would harm investors and reduce transparency. The latest from the Globe's business commentary, by Rita Trichur:
www.theglobeandmail.com/business/com...
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Opinion: Trump is wrong. Nixing quarterly reports won’t fix Wall Street’s ‘short-termism’
Hiding timely information from investors is not the solution the market’s overwhelming focus on short-term profits
https://www.theglobeandmail.com/business/commentary/article-trump-quarterly-reports-wall-street-public-companies-stocks-investing/
8 days ago
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Approve pipelines and deploy small modular reactors to cut oil sands emissions. Pairing nuclear power with oil and gas development is a pragmatic path to meet energy and climate goals. The latest from the Globe's business commentary, by :
www.theglobeandmail.com/business/com...
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Opinion: Want a pipeline? Let’s use nuclear power to reduce oil sands emissions
The adoption of small modular reactors could help offset emissions from oil and gas development
https://www.theglobeandmail.com/business/commentary/article-nuclear-power-energy-gas-pipeline-oil-sands-emissions/
8 days ago
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Mark Carney's 'major projects' may favor political optics over sound economic rationale. The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: Will Mark Carney’s choice of ‘major projects’ be powered by politics or economics?
It’s hard to begrudge a minority government for choosing to open a metaphorical round of golf with confidence-boosting tap-ins
https://www.theglobeandmail.com/business/commentary/article-will-mark-carneys-choice-of-major-projects-be-powered-by-politics-or/
9 days ago
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Analyst chatter overstates the likelihood of a Canadian interloper for Teck. Agnico and Barrick are unlikely to wrap themselves in the Canadian flag and bid. The latest from the Globe's business commentary, by Andrew Willis:
www.theglobeandmail.com/business/com...
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Opinion: Despite analyst chatter, there’s no Canadian interloper coming for Teck
Agnico and Barrick are unlikely to wrap themselves in the Canadian flag and bid for Teck
https://www.theglobeandmail.com/business/commentary/article-teck-anglo-american-no-canadian-bidders-mining-agnico-eagle-barrick/
9 days ago
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The front page of the Globe and Mail for Monday, Sep 15, 2025:
9 days ago
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Canada must invest in life sciences to counter Trump's tariffs. It can exploit the increasingly hostile US climate toward the sector. The latest from the Globe's business commentary, by :
www.theglobeandmail.com/business/com...
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Opinion: To counter Trump’s tariffs, Canada must invest in life sciences
We can take advantage of the increasingly hostile climate in the United States toward the sector
https://www.theglobeandmail.com/business/commentary/article-trump-tariffs-life-sciences-canada-climate-sector-defence-spending/
10 days ago
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AI-fueled jobs revive North American downtowns. Skyrocketing wages strain housing markets and deepen homelessness. The latest from the Globe's business commentary, by Gus Carlson:
www.theglobeandmail.com/business/com...
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Opinion: The AI boom is bringing life back into North American cities. Can they handle it?
AI jobs are providing juicy paycheques in many cities while driving up housing costs and fuelling the homelessness crisis
https://www.theglobeandmail.com/business/commentary/article-ai-boom-north-america-economy-housing-homelessness/
10 days ago
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Canada's regulator is prioritizing public protection as recession looms. Canadians may realize they needed saving from OSFI more than from banks and insurers. The latest from the Globe's business commentary, by John Turley-Ewart:
www.theglobeandmail.com/business/com...
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Opinion: As recession and stagnation loom, Canada’s financial regulator finally gets it
Canadians may come to realize that they needed saving from OSFI rather than the banks and insurance companies it supervises
https://www.theglobeandmail.com/business/commentary/article-peter-routledge-osfi-recession-financial-regulator/
10 days ago
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Carney's approval-ready list is underwhelming and politically convenient. The reality is more complex because few listed projects are truly trapped in permitting purgatory. The latest from the Globe's business commentary, by Adam Radwanski:
www.theglobeandmail.com/business/com...
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Opinion: What Carney’s underwhelming list of approval-ready national projects tells us
Matters are considerably more complicated than made out to be because few, if any, of the projects on the lists are actually stuck in permitting purgatory
https://www.theglobeandmail.com/business/commentary/article-carney-major-national-projects-bill-c-5/
12 days ago
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Glencore's Collahuasi stake gives it decisive leverage over a Teck-Anglo American merger. Its choice could determine whether the deal succeeds or collapses. The latest from the Globe's business commentary, by Eric Reguly:
www.theglobeandmail.com/business/com...
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Opinion: Glencore could make or break the dream of a Teck-Anglo American merger
The Swiss company’s share of the Collahuasi copper mine gives it tremendous leverage
https://www.theglobeandmail.com/business/commentary/article-glencore-teck-anglo-american-merger/
12 days ago
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Canada's economy is struggling. U.S. data suggest it is in worse shape, leaving Canada relatively better poised to weather a slowdown. The latest from the Globe's business commentary, by John Rapley:
www.theglobeandmail.com/business/com...
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Opinion: Canada’s economy is bad. But the U.S. economy is worse
The data coming out of the U.S. suggest Canada may be better poised to withstand a slowdown
https://www.theglobeandmail.com/business/commentary/article-canada-us-economy-inflation-interest-rates/
12 days ago
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An assault on the Fed is the latest move in a project to rewrite America's governing code. It risks dragging democratic norms into a darker, more dangerous place. The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: Donald Trump is rewriting America’s source code
The attack on the Fed is the latest move to transform the U.S. government and take it to a dark and dangerous place
https://www.theglobeandmail.com/business/commentary/article-donald-trump-is-rewriting-americas-source-code/
13 days ago
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If Ottawa can’t measure immigration, it can’t manage it Lack of transparency makes it difficult for the average person to get a clear picture of what exactly is going on The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: If Ottawa can’t measure immigration, it can’t manage it
Lack of transparency makes it difficult for the average person to get a clear picture of what exactly is going on
https://www.theglobeandmail.com/business/commentary/article-if-ottawa-cant-measure-immigration-it-cant-manage-it/
13 days ago
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With Anglo American at its side, Teck’s mission to become a pure critical metals company takes a hit Anglo has copper but is also stuffed with coal, iron ore, fertilizer and diamonds The latest from the Globe's business commentary, by Eric Reguly:
www.theglobeandmail.com/business/com...
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Opinion: With Anglo American at its side, Teck’s mission to become a pure critical metals company takes a hit
Anglo has copper but is also stuffed with coal, iron ore, fertilizer and diamonds
https://www.theglobeandmail.com/business/commentary/article-anglo-american-teck-pure-critical-metals-company-mission/
13 days ago
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The front page of the Globe and Mail for Thursday, Sep 11, 2025:
13 days ago
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Is being ghosted on a job application really that bad? Sometimes we have to admit the absence of an answer is an answer The latest from the Globe's business commentary, by Rob Csernyik:
www.theglobeandmail.com/business/com...
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Opinion: Is being ghosted on a job application really that bad?
Sometimes we have to admit the absence of an answer is an answer
https://www.theglobeandmail.com/business/commentary/article-ghosted-job-seekers-application-ontario/
14 days ago
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To compete on the world stage, Canada needs to eliminate the capital gains tax Doing so would make this country a much more attractive place to invest during a turbulent time The latest from the Globe's business commentary, by Jonathan Berkshire Miller:
www.theglobeandmail.com/business/com...
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Opinion: To compete on the world stage, Canada needs to eliminate the capital gains tax
Doing so would make this country a much more attractive place to invest during a turbulent time
https://www.theglobeandmail.com/business/commentary/article-canada-capital-gains-tax-global-competition-investment/
14 days ago
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The front page of the Globe and Mail for Wednesday, Sep 10, 2025:
14 days ago
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Climate risk disclosures must be mandatory for companies The longer we wait to put mandatory rules in place, the greater the risk to investors and Canadian businesses The latest from the Globe's business commentary, by Mark Hughes, Barbara Zvan:
www.theglobeandmail.com/business/com...
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Opinion: Climate risk disclosures must be mandatory for companies
The longer we wait to put mandatory rules in place, the greater the risk to investors and Canadian businesses
https://www.theglobeandmail.com/business/commentary/article-climate-risk-disclosures-must-be-mandatory-for-companies/
15 days ago
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Teck is making the best of a bad situation with the Anglo American deal. But it may never happen The latest from the Globe's business commentary, by Eric Reguly:
www.theglobeandmail.com/business/com...
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Opinion: Teck is making the best of a bad situation with the Anglo American deal. But it may never happen
The deal is being billed as a ‘merger of equals,’ but Anglo has the upper hand
https://www.theglobeandmail.com/business/commentary/article-teck-resources-anglo-american-merger-strategy/
15 days ago
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Yes, Canada should (mostly) end our temporary foreign worker programs The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: Yes, Canada should (mostly) end our temporary foreign worker programs
The Temporary Foreign Worker program has to be scaled back and smartened up, but so does the rest of the temporary ecosystem, which is far larger
https://www.theglobeandmail.com/business/commentary/article-yes-canada-should-mostly-end-our-temporary-foreign-worker-programs/
15 days ago
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The front page of the Globe and Mail for Tuesday, Sep 9, 2025:
15 days ago
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Why TD can get its mojo back by snapping up a wealth manager The latest from the Globe's business commentary, by Andrew Willis:
www.theglobeandmail.com/business/com...
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Opinion: Why TD can get its mojo back by snapping up a wealth manager
The country’s second-largest bank is the most likely candidate to buy an asset manager in the not-too-distant future
https://www.theglobeandmail.com/business/commentary/article-td-mojo-back-buying-wealth-manager/
16 days ago
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Weak within and shaken by tariffs, Canada needs a new economic and fiscal model The latest from the Globe's business commentary, by Don Drummond:
www.theglobeandmail.com/business/com...
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https://www.theglobeandmail.com/business/commentary/article-tariffs-canada-economic-fiscal-model/
16 days ago
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The front page of the Globe and Mail for Monday, Sep 8, 2025:
16 days ago
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Booze, business and populism: Doug Ford’s antics evoke lessons from the past The latest from the Globe's business commentary, by John Turley-Ewart:
www.theglobeandmail.com/business/com...
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Opinion: Booze, business and populism: Doug Ford’s antics evoke lessons from the past
Ontario premier Howard Ferguson tried and failed to stick it to Uncle Sam
https://www.theglobeandmail.com/business/commentary/article-doug-ford-populism-politics-crown-royal-whisky/
17 days ago
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Carney government’s housing GST rebate doesn’t go far enough The latest from the Globe's business commentary, by Austin Thompson:
www.theglobeandmail.com/business/com...
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Opinion: Carney government’s housing GST rebate doesn’t go far enough
Break on new homes under $1-million is too limited in scope to improve affordability or encourage more construction
https://www.theglobeandmail.com/business/commentary/article-housing-gst-rebate-carney-real-estate/
17 days ago
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Do CEOs think they are above the law in their workplaces? The latest from the Globe's business commentary, by Gus Carlson:
www.theglobeandmail.com/business/com...
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Opinion: Do CEOs think they are above the law in their workplaces?
Why do some flout the rules and enforcement mechanisms they’ve put in place?
https://www.theglobeandmail.com/business/commentary/article-ceo-workplace-rules-nestle-laurent-freixe/
17 days ago
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This is my regular callout for pitches for the Globe and Mail's business opinion section. Pitch me at
[email protected]
. For reference, these are the pieces that have run in my section:
www.theglobeandmail.com/business/com...
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Business Opinion
The Globe and Mail offers the most authoritative business news in Canada, featuring columnists who give their take on the world of business
https://www.theglobeandmail.com/business/commentary/
19 days ago
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Trump-style executive capitalism is killing the offshore wind industry and could wreck other businesses The latest from the Globe's business commentary, by Eric Reguly:
www.theglobeandmail.com/business/com...
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Opinion: Trump-style executive capitalism is killing the offshore wind industry and could wreck other businesses
What bank would lend money to a business that could be killed on a whim?
https://www.theglobeandmail.com/business/commentary/article-trump-energy-offshore-wind/
19 days ago
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Could a wildfire trigger the next market crash? The latest from the Globe's business commentary, by John Rapley:
www.theglobeandmail.com/business/com...
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Opinion: Could a wildfire trigger the next market crash?
Once climate change begins knocking down asset values, it will only get worse
https://www.theglobeandmail.com/business/commentary/article-climate-change-asset-values-market-crash/
19 days ago
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The front page of the Globe and Mail for Friday, Sep 5, 2025:
19 days ago
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Canada’s electricity crisis: Why national interest demands a national grid The latest from the Globe's business commentary, by Bruce Lourie:
www.theglobeandmail.com/business/com...
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Opinion: Canada’s electricity crisis: Why national interest demands a national grid
Without fixing our outdated electricity governance, even the most ambitious federal investments will fall far short of their potential
https://www.theglobeandmail.com/business/commentary/article-electricity-national-grid-energy-wind-solar-hydro-projects/
20 days ago
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China held a parade to send a message about its power. Message received The latest from the Globe's business commentary, by Tony Keller:
www.theglobeandmail.com/business/com...
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Opinion: China held a parade to send a message about its power. Message received
The military spectacle served as a reminder of how much the world has changed since 1945
https://www.theglobeandmail.com/business/commentary/article-china-held-a-parade-to-send-a-message-about-its-power-message-received/
20 days ago
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