Martin Pelletier
@MPelletierCIO
Senior PM @TriVest_WAPC | CFA Charterholder | Invest Pro Columnist @fpinvesting | Risk-Managed Investing | Market Strategy | Views my own | No checkmark not me
Macro clarity. Margin resilience. Mispriced risk. Contrarian takes on global equity & bond markets, energy, and geopolitics - without the noise. -Canadian based Portfolio Manager -Market Strategy & Insight -Peace of Mind, Risk-Managed investing Follow for Signal, not…
This. Greed has taken over. Enough is never enough. They want more. They want their next QE fix and if Powell won’t do it then they will replace him and find someone who will. Shameful. And there will be consequences.
Imagine being Powell right now. Brought inflation down from 9% to 2% while keeping the unemployment rate at 4%. Stocks, Bitcoin, and Gold are all at all time highs. And people are demanding he resign.
This is Canada. Do all kinds of heinous crimes even domestic terrorism but don’t you dare take on the LPC Federal government otherwise be sent to the gulags.
Chris Selley: Seven years for mischief, one day for terrorism — someone make it make sense nationalpost.com/opinion/selley…
Would love to see this thing in southern Alberta 🤣
This man added a wind turbine to his RAV4 Hybrid. It helps charge the car using wind power
Suggested reading. Good night.
Bond markets signaling that MMT is OVER. Trump simply needs to look to Japan as the perfect example. But he won't and there will be consequences. bnnbloomberg.ca/video/shows/th…
Now shut up and let’s Tom Lee this market. Secret is we need the Fed to do it. But bond markets you can’t control and they will push back. Enjoy the show. Good night.
Going off the gold standard. Printing money. Using that money to buy govt bonds. And now running a massive fiscal deficit. Housing prices have gone from 2x income to 10x income. And living expenses through the roof. We are mortgaging our kids future. But hey, our tech stocks need…
A week's worth of groceries in 1947. It costs a total of $12.50 a week to buy all of these groceries. This managed to feed a family of 4 with a single income, home mortgage and car payment.
This. But what do we know?
Toyota is up +8% on the news of a 15% tariff. Why? It's simple. Ford, GM, Tesla, and all the other American manufacturers are going to be paying 50% more for their steel, 50% more for their copper, 25% more for their Canadian production, 25% more for their Mexican production,…
If only those in power had Principles like Mr. Dalio. Buckle up folks, it’s going to get wild.
x.com/i/article/1947…
This.
I always find the annual Taxes and the Necessities of Life publication put out by @FraserInstitute fascinating and sobering. The fact that taxes comprise the biggest burden for the average Canadian family - more than the the basic necessities (like food, clothing, shelter) is…
Wow, interesting.
Mathematician Joshua Zahl, celebrated expert in the field of mathematics, is transferring from Canada to Nankai University in China. He will assume a full-time chair professorship there. This comes just a few months after he solved a mathematical problem described as…
Lies and more damn lies. When is enough enough?
GasBuddy shows presently zero states with stations below $2/gal
Gotta love financial engineering and all of the fees that come with it
So, the gist is Mexico is going to sell bonds, use the cash to buy US Treasuries, and then use UST as security for loans from JPMorgan, Bank of America and Citi to try and pay back the Billions of dollars owed to suppliers >>> Mexican state oil company Pemex’s bonds jump on…
It is what it is. Know what you own and why. Enjoy the show.
Tech stocks ARE the stock market: Technology stocks no reflect a record 46% of the S&P 500. This percentage has DOUBLED over the last 8 years. To put this into perspective, this percentage was ~33% at the 2000 Dot-Com Bubble peak. The top 5 stocks alone now reflect a record…
Trump going after all of those Brantford LPC boomers! Watch out, be careful what you wish for!
🚨 TRUMP: WE ARE THINKING ABOUT NO TAXES ON CAPITAL GAINS ON HOUSES
This is from Steve, our partner at @TriVest_WAPC @wellingtonaltus "Far too many men suffer in silence. The Mindful Men Association is raising awareness for men’s mental health by building community through support programs. Watch this video, share it, and join us in breaking…
Everyone betting on the Fed oh, I mean Trump.
All aboard The High Beta trade is the most crowded it’s ever been (100th %ile).