ICUMD

I agree with you. Also waiting for Trump to provide rational rationale in any of his speeches. (Plenty of irrational rationale though!)

They will install a US friendly regime. Infact, they called off their threat of a second incursion into Venezuela to bring them to the diplomatic table. Trump will also extract with oil, every dollar they invest in Venezuela to develop their reserves. The second game plan is that by controlling the oil reserves, they preserve the USD as the petro dollar. This was being threatened by Maduro. If USD ceases to be the petro dollar, there is significant risk of USD debasement due to high debt. China being the only possible deep pocketed buyer of US treasuries. Like Trump or not, invading Venezuela was a masterful powerplay. Legalities and morality aside. The issue I have is the fact that he's sowing seeds of racism, distrust and blatently lying. He divides people. Also, he's enriching himself and the wealthy around him at the expense of the poor. OTOH, it is remarkable what he's accomplished. A ruthless businessman to the core.

Oil and control of oil reserves. Countries that control energy, control the world.

Google Cdn banks Up sixty.

Fellow physician colleague, moving from Chicago where he's been for 10 yrs, to Northern Ontario. Says being a visible minority, he and many others from his community no longer feel safe or welcome. Racism and social instability has skyrocketed in the US. Not fun living in a hostile environment at any salary.

Lots of strategies, but hard to evaluate claims of returns without knowing holdings, turnover and timing. For me, my portfolio is a concentrated set of holdings that I plan to never sell. Took me a while to curate the companies and learn my tolerance for market corrections. My portfolio now is 'paying me back' by buying back my time and that is an amazing thing. In a sense, it has finally reached criticality.

Googl = no brainer.

Never met by bankers in person as they live in a different city. All email and phone call.

Responsiveness and low friction with transactions. I have various lines of credit that no other bank aside from Scotia PB would offer.

Probably early innings with Nvidia. However, Googles TPUs seem to be able to do a phenomenonal job at a much lower cost. They are also now starting to sell their chips. Further, to Burrys point, many of the companies using NVIDIA chips will eventually be non survivors. So NVIDIAs torrid growth is not guaranteed down the line. It's anyone's guess when the music will stop.

Main portfolio is with Scotia iTrade. Have a secondary portfolio with UBS and registered portfolio with RBC. Have private banking with both RBC and Scotia. Scotia private banking service has been incredible. RBC kinda useless and TD so pointless I've now closed by investment accounts with them. RBC does have the nicest online trading platform tho.

Bns 36% Bmo 24% Googl 24% AAPL 4% CNR 3.8% CP 2.8% Leverage 15%

Budget. Try to set aside a proportion of your income/ funds annually for home improvement and travel, experiences etc. As your investment portfolio grows, you can allocate more to these annual endeavors. Large expenditures may need several yrs contribution. The fun part is making yourself spend all of it.

Cnr

For me, one stop shop with AlphaBet.

Recently took out a 3 M term life x 10 yrs @ 49 yo. ~$3600 per yr. With 2 young kids, feels like a good idea. If my investment portfolio performs well in the next 10 yrs, lll let it lapse.

Scotia iTrade.

Age 49. Over 10. Still work full time. Fly economy. Fine dining generally disappoints me. Put my Rolex into storage and wear a Casio. I have a Tesla S (mid life crisis car), but am more relaxed in my 17 yo. Subaru. Will typically take 1-2 international vacations per yr, but cringe at hotels over $250/ night. (Turns out you can get a whole modern 2 bed home with private plunge pool in Bali for less than that). Personally, the best experiences are the company you have during them, not the money spent. After expenses are paid, excess funds provide security and hopefully a good quality education for my young kids. After a hot shower, comfortable bed and tasty healthy food, some interesting tasks to focus on and family/ good company, not much more needed.

Added to CNR. CNR and CP pretty attractive right now.

Just trying to get more comfortable.

Trump is using Tariffs as an economic sanction to conquer and acquire Canada. Must stand strong and value our resources fully with a heafty export tax. At the core of this, is a fight for control of energy and natural resources. No doubt about it, it's a form of war.

+1 100%

Trump's issue is the trade deficit. Tariffs affect trade, not fentanyl trafficking in Canada's case. Really, Canada has incurred the trade deficit by selling our oil and energy at 30-50% discounted prices to the USA. Now we are being punished. That level of discount should never have been offered. The best response Canada should have had to close the trade deficit would be to sell oil and electricity at market prices. Deficit goes away. Also, Canada should expedite making proper corridors for energy transport across the country so that we aren't forced to sell to the USA exclusively. This will be an expensive lesson for Canada and hopefully change how we do business permanently.

Carney Vs Poilivere Much prefer Poilivere's delivery over Carney. Carney is too soft. Plus, I think he takes more credit than he deserves. Banking in Canada has a long storied history over 200 yrs surviving great depressions and world wars. It wasn't Carneys policies that saved them, but strict banking regulations.

As a Canadian, I see it differently. Trump is being Trump. He gets his American support by being a brash hardcore patriot. He's got energy and he protects American interests. That's his job, isn't it? Strong leaders make a stand. They are not there to make friends. Putin, zelensky, netenyahu, modi etc. all examples of leaders who protect national interests fiercely. So where are our leaders? Who is protecting Canadian interests? Oh right, we had Trudeau... Loved his pussy laugh when Trump told him to his face he would make a good governor of the 51st state. Surprised he didn't kiss his feet. Canada: no military, no identity, no economy, no leadership. All crime, drugs and harbor for foreign agents/ terrorists. It will take some bitter medicine to right this ship. We need a leader with cajones. Poilivere is the best option. He's got teeth and not a push over. Carney is intelligent, but is too soft; plus that liberal party is a bunch of partying clowns.