Andrew Papenheim
@papenhe.im
honest to goodness ⫽ goodness, too honest ⫽ 👋 mtl 🇨🇦 ⫽ place à la magie, place aux mystères objectifs
send me over the macdougall pass and up the porcupine to rampart house for some convoluted arctic sovereignty reason. it would make great content!
i really don't function well more than three minutes from a train station
January 11, 2026 at 9:09 AM
send me over the macdougall pass and up the porcupine to rampart house for some convoluted arctic sovereignty reason. it would make great content!
i am looking for a bright spot in this, okay? okay. frankly little made me prouder to be a national of this country than boasting that i've only seen the northern lights outside of it (and then i did, on my balcony, in the financial district. that was odd.).
January 11, 2026 at 9:08 AM
i am looking for a bright spot in this, okay? okay. frankly little made me prouder to be a national of this country than boasting that i've only seen the northern lights outside of it (and then i did, on my balcony, in the financial district. that was odd.).
should the Government in its various contraptions and contrivances have occasion to cover my passage to the Mackenzie i would pounce, i would like to see it
i would do well, i was en région last year (pointe-claire)
i would do well, i was en région last year (pointe-claire)
Canada the second largest country on the planet has less population than California
January 11, 2026 at 7:38 AM
should the Government in its various contraptions and contrivances have occasion to cover my passage to the Mackenzie i would pounce, i would like to see it
i would do well, i was en région last year (pointe-claire)
i would do well, i was en région last year (pointe-claire)
Reposted by Andrew Papenheim
why sanctions are actually bullish for tech
January 11, 2026 at 3:42 AM
why sanctions are actually bullish for tech
you could just E-MAIL THEM and money would be safe in singapore
January 11, 2026 at 3:35 AM
you could just E-MAIL THEM and money would be safe in singapore
have i mentioned i miss HSBC this week
January 11, 2026 at 3:32 AM
have i mentioned i miss HSBC this week
"as could American banks and financial firms"
January 11, 2026 at 3:31 AM
"as could American banks and financial firms"
i really don't function well more than three minutes from a train station
January 11, 2026 at 2:46 AM
i really don't function well more than three minutes from a train station
so do we buy passports somewhere else or do we buy small denomination gold and disappear into the taïga
January 11, 2026 at 2:44 AM
so do we buy passports somewhere else or do we buy small denomination gold and disappear into the taïga
What is most stunning, this, is that I would be comfortable arguing Canada was a beneficiary of previous articulations of the "Monroe Doctrine" and I would not be alone in doing so. The incompetence of this cabinet requires explanation. I can only hope it is the usual and customary one (inattention)
January 10, 2026 at 11:18 AM
What is most stunning, this, is that I would be comfortable arguing Canada was a beneficiary of previous articulations of the "Monroe Doctrine" and I would not be alone in doing so. The incompetence of this cabinet requires explanation. I can only hope it is the usual and customary one (inattention)
Your statements about your unpredictable actions are not giving you leverage. They are closing the space in which we can get to yes. Perhaps that is your intention.
January 10, 2026 at 10:59 AM
Your statements about your unpredictable actions are not giving you leverage. They are closing the space in which we can get to yes. Perhaps that is your intention.
Permit me to reiterate that ordinary people are alarmed and appalled by recent assertions of hemispheric primacy and constructive engagement has become domestically impossible.
January 10, 2026 at 10:38 AM
Permit me to reiterate that ordinary people are alarmed and appalled by recent assertions of hemispheric primacy and constructive engagement has become domestically impossible.
It is hard to know if in focussing on those specific petty irritants the US intends to be inflammatory, or if they are simply energy-efficient bulbs. Not terribly bright.
January 10, 2026 at 10:34 AM
It is hard to know if in focussing on those specific petty irritants the US intends to be inflammatory, or if they are simply energy-efficient bulbs. Not terribly bright.
Idle thought I have had that the action items cited by Greer in reopening the NAFTA – digital cultural policy and dairy access – are either the product of someone careless who does not know to ask for something real, or alternatively appear designed to cause perturbations in the Québec elections.
January 10, 2026 at 10:32 AM
Idle thought I have had that the action items cited by Greer in reopening the NAFTA – digital cultural policy and dairy access – are either the product of someone careless who does not know to ask for something real, or alternatively appear designed to cause perturbations in the Québec elections.
If it were a bit more like gravel you could get a Vulcan Materials name out of it (hey, don't knock it, 40 million per cent return since 1926), but gravel doesn't have the serious downstream problem – and midstream separation + downstream is the *whole* problem.
January 10, 2026 at 9:33 AM
If it were a bit more like gravel you could get a Vulcan Materials name out of it (hey, don't knock it, 40 million per cent return since 1926), but gravel doesn't have the serious downstream problem – and midstream separation + downstream is the *whole* problem.
There was a fine article about what happened and why about two years ago. It is an intriguing and unattractive business. doi.org/10.1016/j.re...
January 10, 2026 at 9:26 AM
There was a fine article about what happened and why about two years ago. It is an intriguing and unattractive business. doi.org/10.1016/j.re...
When Molycorp had the global monopoly on production of the phosphor that emits the colour red, it was… I don't want to say "not a great business," it was an intriguing business… not the sort of play that is terribly attractive to US investors.
January 10, 2026 at 9:16 AM
When Molycorp had the global monopoly on production of the phosphor that emits the colour red, it was… I don't want to say "not a great business," it was an intriguing business… not the sort of play that is terribly attractive to US investors.
There's lanthanides all over the place. Refining them is concentrated in capacity, has never been a great business, and lead times are substantial.
Greenland’s Rare Earths Aren’t All That
The island may not be the treasure trove that some U.S. officials think.
foreignpolicy.com
January 10, 2026 at 9:11 AM
There's lanthanides all over the place. Refining them is concentrated in capacity, has never been a great business, and lead times are substantial.
Reposted by Andrew Papenheim
Can Venezuela settle its debts? ft.trib.al/8lrz0ZT
Can Venezuela settle its debts?
Nicolás Maduro’s removal has opened the door to a huge and complex debt workout
ft.trib.al
January 10, 2026 at 7:22 AM
Can Venezuela settle its debts? ft.trib.al/8lrz0ZT
talk about federal credit card interest rate ceilings!
Governor Rhoden to Deliver State of the State Address - News
News - Governor Rhoden to Deliver State of the State Address - On Tuesday, Governor Larry Rhoden will deliver his 2026 State of the State Address to a joint session of the South Dakota Legislature.
news.sd.gov
January 10, 2026 at 5:08 AM
talk about federal credit card interest rate ceilings!
this may sound like a personal complaint but i promise to you it is related. you want a cheap revolver? fine – against good collateral.
January 10, 2026 at 2:53 AM
this may sound like a personal complaint but i promise to you it is related. you want a cheap revolver? fine – against good collateral.
i do not want an expensive card that borrows on margin, i want a cheap card that borrows on margin. why else would i be using interactive brokers. i am cheap.
January 10, 2026 at 2:46 AM
i do not want an expensive card that borrows on margin, i want a cheap card that borrows on margin. why else would i be using interactive brokers. i am cheap.
it is indescribable how little i care about "premium Whats App service" beyond that there is no universe in which it is worth three hundred dollars
January 10, 2026 at 2:43 AM
it is indescribable how little i care about "premium Whats App service" beyond that there is no universe in which it is worth three hundred dollars
while we're on this, interactive brokers. get them in here. they get rid of the mastercard that borrows on margin – one of the finest products heretofore known – and replace w/ a $300 annual infinite card "for clients who operate across borders and markets", unavailable to those w/ canadian domicile
January 10, 2026 at 2:40 AM
while we're on this, interactive brokers. get them in here. they get rid of the mastercard that borrows on margin – one of the finest products heretofore known – and replace w/ a $300 annual infinite card "for clients who operate across borders and markets", unavailable to those w/ canadian domicile
he's like a truffle pig for bad ideas
January 10, 2026 at 2:33 AM
he's like a truffle pig for bad ideas