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Jerry Capital

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  1. Good read on Autodesk here https://www.architectmagazine.com/technology/architects-versus-autodesk_o
  2. The oil price is no longer gonna move CAD (the 2 yr differential will) because GDP from oil production in Canada is now a rounding error. A sustained move to even $75 per barrel for multiple years would be required to get serious new CAPEX too boost its percentage of GDP enough to be relevant to move the CAD.
  3. Before utilizing a strategy of "marginal" (10-30%) margin go read the margin loan agreement you have with your broker... it is quite scary.
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