Tim Kiladze
timkiladze.bsky.social
Tim Kiladze
@timkiladze.bsky.social
Globe and Mail reporter and columnist. “You’re so poor all you have is money.”
Canadian oil and gas is suddenly looking quite sexy again, and the Montney in particular is oh-so-hot

Even Encana - er, now Ovintiv - which spent a decade running away from Calgary, is spending billions to buy back in after chasing shale oil in the U.S.

www.theglobeandmail.com/business/art...
Oil and gas companies are falling back in love with Canada, one multibillion-dollar deal at a time
After a decade of energy companies preferring projects south of the border, the flow of money is starting to come back to Canada
www.theglobeandmail.com
November 15, 2025 at 4:37 PM
“Scale yourself.” Fitter. Happier. More productive. Right?

www.nytimes.com/2025/10/31/a...
For Podcasters, a Voice Clone Is a Double-Edged Sword
www.nytimes.com
November 3, 2025 at 3:46 PM
Allied Properties and its exposed brick office buildings used to be adored. It’s now down 75% since February, 2020

www.theglobeandmail.com/business/art...
Allied Properties REIT sees unit price fall 17% after management floats distribution cut
Office-building owner has been asked about its monthly distribution repeatedly because it continues to struggle with a heavy debt burden
www.theglobeandmail.com
October 31, 2025 at 12:16 AM
That we tolerate this in any capacity is absurd

This mom’s son was asking Tesla’s Grok AI chatbot about soccer. It told him to send nude pics, she says

www.cbc.ca/news/investi...
This mom’s son was asking Tesla’s Grok AI chatbot about soccer. It told him to send nude pics, she says | CBC News
A Toronto woman is sounding the alarm about Grok, Tesla's generative AI chatbot that was recently installed in Tesla vehicles in Canada. Farah Nasser says Grok asked her 12-year-old son to send it nud...
www.cbc.ca
October 29, 2025 at 4:47 PM
The TD logo patch on Jays' jerseys, airing during the World Series, is the stuff many marketing execs can only dream of

It also caps off a 20-year sponsorship journey that has endured multiple rebuilds and the pandemic, when the Jays couldn't play at home

www.theglobeandmail.com/business/art...
TD Bank sponsored the Blue Jays for 20 tumultuous years. The World Series changed everything
Lender’s partnership with the team is delivering a return many marketing departments can only dream of
www.theglobeandmail.com
October 28, 2025 at 8:02 PM
Bay Street is scrambling to secure elite World Series tickets, and the Jays are capitalizing on the desperation

For your pleasure, a fun read on how it's all playing out

www.theglobeandmail.com/business/art...
Bay Street is scrambling to secure elite World Series tickets – and the Blue Jays are capitalizing on the desperation
There’s so much euphoria on Bay Street that some premium ticket and suite holders are now willing to forgive the Jays for so many price increases
www.theglobeandmail.com
October 25, 2025 at 8:42 PM
Is gold the new meme stock? Is the whole stock market a meme? Does anything make sense anymore? Let's talk it out.

Listening at 2.0x speed is the new craze, but she talks as fast as I do, so trust me when I say: We're natural adrenaline for your ears

www.theglobeandmail.com/podcasts/the...
What record gold and silver prices tell us about the stock market
Central banks, Trump and even AI play a role
www.theglobeandmail.com
October 23, 2025 at 4:15 PM
For years, it was nearly impossible for junior miners to raise money for new projects or for exploration. That’s all changed very quickly.

Since the start of Sept, $3.6-billion has been raised by mining companies in Canada. And the financings are often heavily over-subscribed
October 17, 2025 at 1:51 PM
RBC execs are in an awkward, but enviable position. The bank has a premium valuation, but expansion opportunities aren't all that clear

So RBC is getting creative and leaning on a division that has often impressed, but has not been the centrepiece: wealth management
October 15, 2025 at 3:05 PM
The redemption queue for Fiera’s infrastructure fund is now $700-million and things have gotten tense, with Fiera Infrastructure and its former head suing each other

www.theglobeandmail.com/business/art...
Fiera Capital, former infrastructure head sue each other as fund’s redemption queue hits $700-million
Lawsuits launched against background of dismal returns and frozen assets at investment manager’s infrastructure fund
www.theglobeandmail.com
October 9, 2025 at 4:45 PM
The decade-long Bondfield saga ends with two men convicted of fraud tied to the redevelopment of a premier Toronto hospital

Vas Georgiou, a former CAO of St. Michael’s Hospital, and John Aquino, the former president of Bondfield Construction, were found guilty Tuesday
October 7, 2025 at 4:12 PM
“Silicon Valley is intellectually lazy”

“The main objective of A.I. is not to automate white-collar work… The main objective is to accelerate science.”

www.nytimes.com/2025/09/30/t...
Top A.I. Researchers Leave OpenAI, Google and Meta for New Start-Up
www.nytimes.com
October 1, 2025 at 2:04 AM
Messaging matters, and Ray Chun, TD’s new CEO, had some strong commentary as he unveiled his strategy for the bank

First up: The need for a cultural revamp, built around accountability, curiosity and courage
September 30, 2025 at 12:07 AM
This is a big one in Canadian tech

Mark Leonard built Constellation into a technology juggernaut by being a serial acquirer of niche software companies. Lately, however, the company has faced questions about its continued success in the age of AI

www.theglobeandmail.com/business/art...
Constellation Software founder Mark Leonard resigns, shares extend recent plunge after investor pressure
Company cited unspecified health reasons for his departure; chief operating officer Mark Miller to step in as president
www.theglobeandmail.com
September 25, 2025 at 2:45 PM
It's a new era for mergers and acquisitions. The level of stagecraft in the Anglo-Teck takeover shows just how much has changed when it comes to buying national champions in crucial industries.

It used to be that investment bankers were gods... (1/2)
September 21, 2025 at 2:11 PM
Utah governor Spencer Cox with some wisdom

Full link here: www.nbcnews.com/news/amp/ncn...
September 15, 2025 at 2:40 AM
Reposted by Tim Kiladze
Imagine Fox and right-wing media reaction if a President Kamala said this in response to Charlie Kirk’s murder
Q: My condolences on the loss of your friend Charlie Kirk. How are you holding up?

TRUMP: I think very good. And by the way, right there you see all the trucks. They just started construction of the new ballroom for the White House, which is something they've been trying to get for about 150 years.
September 12, 2025 at 4:07 PM
A growing number of retail investors are trapped in struggling funds that lend to construction projects or invest in commercial assets – unable to sell, but required to keep paying annual management fees

www.theglobeandmail.com/business/art...
Investors stuck paying annual fees at private debt funds that halted redemptions, sometimes for years
Scenario is frustrating for those who are desperate to sell, particularly retirees
www.theglobeandmail.com
September 12, 2025 at 12:59 PM
“The world beyond America is snapping up more Chinese goods than ever before”

economist.com/finance-and-...
September 12, 2025 at 2:31 AM
Jonathan Price, the chief executive of Teck Resources, has reeled off benefits that will come from Anglo American’s takeover of Canada’s critical minerals champion. But two questions remain unanswered: Why *this* deal? And why now?
September 11, 2025 at 2:42 PM
TD is shaking up its executive team with two outside hires -- a COO, and a new general counsel -- according to sources. Significant changes from the new CEO

theglobeandmail.com/business/article-td-bank-executive-changes-coo-taylan-turan/
TD Bank hires new COO from outside, revamps legal team as CEO Ray Chun puts his stamp on the lender
TD is hiring Taylan Turan from HSBC Holdings Plc as its COO, and also naming Paul Whitehead, currently TD’s head of Canadian branch banking, as his deputy
theglobeandmail.com
September 10, 2025 at 6:28 PM
Last summer, Ottawa said it would only approve takeovers of Canadian critical minerals miners "in the most exceptional of circumstances."

Teck Resources, reeling from cost overruns, doesn't seem to care. A major test for Mark Carney

www.theglobeandmail.com/business/art...
Teck Resources and Anglo American announce merger in one of biggest mining deals of the decade
The deal would create the world’s fifth-largest copper mining company
www.theglobeandmail.com
September 9, 2025 at 12:30 PM
Remember when Sunday reads were a thing? Make this yours: How Tokyo became an unexpected haven for China’s middle class

Thorough. Engaging. Smart. A delight to read

on.ft.com/45RnlMz
How Tokyo became an unexpected haven for China’s middle class
An aspirational generation of Chinese arrivals are beginning to shape Japan’s demographic, social and perhaps even political destiny
on.ft.com
September 7, 2025 at 3:20 PM
Interesting take on the state of AI: “A lot of utility can come from souping up your Camry, but no amount of tweaking will turn it into a Ferrari.”

www.newyorker.com/culture/open...
What If A.I. Doesn’t Get Much Better Than This?
GPT-5, a new release from OpenAI, is the latest product to suggest that progress on large language models has stalled.
www.newyorker.com
August 12, 2025 at 11:00 PM
A very good piece. "A generation ago conventional wisdom held that as China liberalized, its economy would come to resemble America’s. Instead, capitalism in America is starting to look like China."

www.wsj.com/economy/the-...
The U.S. Marches Toward State Capitalism With American Characteristics
President Trump is imitating the Chinese Communist Party by extending political control ever deeper into the economy.
www.wsj.com
August 11, 2025 at 5:46 PM