Ulti

Yep … just watch and see how much the debt ceiling is going to be raised

https://www.foreignaffairs.com/ukraine/ukraine-must-guarantee-its-own-security another opinion that has come up with the same conclusion

https://www.defenseone.com/technology/2025/01/trumps-iron-dome-america-plan-would-put-weapons-space-big-cost/402630/ the “Iron Dome for America,” President Donald Trump’s catchphrase

https://www.bizjournals.com/atlanta/news/2025/02/13/fannie-mae-freddie-mac-privatization-impact-rates.html?cx_testId=40&cx_testVariant=cx_3&cx_artPos=7#cxrecs_s

https://warontherocks.com/2025/02/armed-neutrality-for-ukraine-is-natos-least-poor-option/ Limited options for Ukraine to settle war described as the Finland option The hype about the Ukrainian rare earths began with Ukrainians themselves. Desperate to find a way to engage Trump, they miscalculated presenting the then-incoming president a “victory plan” in November that talked up — way, way up — the potential of the country’s mineral resources. Soon, they lost control of the narrative. https://www.bloomberg.com/opinion/articles/2025-02-19/trump-s-insistence-ukraine-has-rare-earth-elements-is-wrong Column by Javier Blas … seems like both sides way way overhyped the amount of metals available

https://www.calculatedriskblog.com/2025/02/yoy-measures-of-inflation-services.html?m=1 I have to respectfully disagree…. I think there are several good sources of finance and economics that have no agenda.. Calculatedrisk blog seems one

https://www.politico.com/news/magazine/2025/02/11/democrats-tricked-strong-economy-00203464?fbclid=IwY2xjawIgQqRleHRuA2FlbQIxMQABHRAhfBmBwYrwpLm5p-TbhGzxXjD5W26RR4AxC2vQfsiMBNu-ZCgeYofvRA_aem_w-n5nj2efKxGZjVtMwjexQ Eugene Ludwig is chair of the Ludwig Institute for Shared Economic Prosperity and former U.S. Comptroller of the Currency. He is author of The Vanishing American Dream: A Frank Look at the Economic Realities Facing Low- and Middle-Income Americans.

https://www.bizjournals.com/denver/news/2025/02/11/boulder-oil-companies-colorado-supreme-court.html Ive been thinking ( and talking my own book) … That Kruger at the last meeting basically said his company SU is approx 65% isolated from tariffs… With tobaccoesque shit like the the Boulder suit and increased pipeline capacity….Why not just say f’ it . Don’t export to the USA… midwestern states would be screwed but company and Canada would be fine ?

After reading the article it seems like both parties are more inclined to build pipelines? And if so this will take a few years?

https://www.msn.com/en-us/money/other/trump-s-threats-and-statehood-taunts-reset-race-to-lead-canada/ar-AA1z6LMq SD is the above article accurate?

Between the Amy Janzwood negative article about pipelines and the Enbridge CEO interview on their history with the government and pipelines….both in the Globe and Mail….I don’t think that Canada will be able to thrive with more Trudeau… The country needs income from natural resources in order to prosper …JMO

And the odds at your end…. Is the current guy Trudeau and his party getting any bounce? Or can we expect to see a more conservative and rational leader…… that would make me look more closely at something like OBE… it looks like their reserves are increasing across the board… do they also have access to the pipeline for their heavy oil business?

SD ….. I notice you don’t mention gold… any opinion? And I do own SU which I think will do well with the new pipeline up and running

https://podcasts.apple.com/us/podcast/macro-voices/id1079172742?i=1000691908224 https://www.macrovoices.com/1392-macrovoices-467-jim-bianco-the-mar-a-lago-accords An interesting podcast with Jim Bianco, talking about the three prong Mar-a-Lago approach. One is the use of tariffs, two is a sovereign wealth fund, and three is a transactional relationship with those who own US debt. Bonds held by by countries should be exchanged with a zero coupon century bond that pays no interest. This would bring the debt and interest on our debt down . In return. These countries will continue to get for lack of a better term …. Pax Americana. No more free ride for military support and cooperation… hopefully I’ve interpret this right.

+1….just finished season two last night. Very entertaining

https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489?i=1000689802509 Interview with Lawrence Cunningham on the value of trust base cultures and organizations and how Buffett has used this over the years…touches on Constellation organization and briefly on Berkshires 300 billion $

https://www.eia.gov/uranium/marketing/ we import 27% of our uranium from Canada… I wonder how tariffs will affect the us effort to upgrade our weapons and build our nuclear plants for data centers

G…actions speak lower than words…. If you are talking about the current Republican Party.. I feel they are playing “hide the pea” shell game.. While everyone is raving about tariffs, federal employees and illegal immigrants ( oh my) …. https://www.msn.com/en-us/politics/government/ar-AA1yfDuU and you can find many other articles about the politicization of the mechanics of treasury payments. Why…. It’s kinda like Steve Bannons thing on flooding the zone… Do a bunch of shit. as quick as possible and then do what you really want …. Like every other party; take power…… And you might consider me a total old nut job; but I don’t see these Trumpicans leaving in 4 years no matter what actions they take… Flip side of the coin ….. Watch Trudeau become a Canadian hero for standing up to Trump over the next few months haha Like a prop up for Biden

https://kiowacountypress.net/content/colorado-among-states-could-be-hardest-hit-trump-tariffs-canadian-oil

And why less tariffs on China than Canada? https://paulkrugman.substack.com/p/why-has-trump-gone-soft-on-china

https://www.tandfonline.com/doi/full/10.1080/01402390.2019.1636372 https://warontherocks.com/2025/01/the-trump-administration-vs-the-axis-of-upheaval/ where I disagree with the Trump admin approach is the risk to these inter regional defensive and trade relationships while creating acrimonious conflicts with our allies.. I don’t believe that Canada and Mexico see the Trump admin ( and the USA )as a TINA. They and Europe along with our allies in Asia have options https://www.japantimes.co.jp/commentary/2025/01/31/japan/ishiba-nudges-japan-closer-to-china/ when I combine the tariff actions with how he proposes an Iron dome and doesn’t think of Canadian involvement? https://thehill.com/policy/defense/5112015-trump-executive-order-missile-defense/ And how does he think this type of action is going to work with NORAD? https://www.state.gov/wp-content/uploads/2019/02/06-512-Canada-Defense.pdf For those who are interested a history of Canadian US relations https://en.m.wikipedia.org/wiki/Canada–United_States_relations While I , as an American, am very pro US Canada relations… what I believe led us here is Shitty political leadership from Trudeau Biden Trump and these corrupt and myopic political parties they come from… They certainly don’t emulate the morals of the “ greatest generation “ of their countries….

+1

https://podcasts.apple.com/us/podcast/macro-voices/id1079172742?i=1000684251474 Timely discussion about the politicization of finance over the years in the West with Izabella Kaminska senior financial editor of the Politico

https://bilello.blog/2025/2024-the-year-in-charts a nice review in charts of market randomness in 2024

Didn’t know where to put the link here or in energy but a good discussion on Canadian oil and gas and tariffs https://podcasts.apple.com/us/podcast/arc-energy-ideas/id1438664577?i=1000684001743