🇨🇦 Goose
brownhall.bsky.social
🇨🇦 Goose
@brownhall.bsky.social
Here because FinTwit is dying.
Canadian lumber and steel next?
US Commerce Secretary Lutnick on X: US to lower tariffs on South Korean autos to 15% effective November 1st.
December 1, 2025 at 9:36 PM
Lmao this is going to be wild
December 1, 2025 at 7:01 PM
LFG
"Canada has reached a final agreement to join the EU’s €150 billion Security Action for Europe program, two EU diplomats told POLITICO, marking the first time a third country will formally participate in the bloc’s flagship joint procurement initiative." www.politico.eu/article/cana...
Canada clinches deal to join Europe’s €150B defense scheme
The deal concludes months of tough talks and will allow Ottawa to take part in procurements financed by the EU’s SAFE program.
www.politico.eu
December 1, 2025 at 4:37 PM
Reposted by 🇨🇦 Goose
spend years fanning the flames, don’t expect it to be easy to put out the forest fire
Danielle Smith gets booed at UCP convention after mentioning working with Canada
November 29, 2025 at 6:24 PM
apple.news/AgxxHibEER9m...

Seems good. Only will go up further with greater utilization.
Trans Mountain pipeline on track to funnel $1.7-billion into federal coffers — The Globe and Mail
Higher volumes and lower capital spending boosts third quarter earnings for pipeline company
apple.news
November 28, 2025 at 11:44 PM
Fantastic analysis on the F35/ Grippen debate. I’m still torn, but leaning into F35 and joint a European 6th gen program.
November 28, 2025 at 9:00 PM
Cleaning up my timeline with banned word (names) expansion.
November 28, 2025 at 1:50 PM
Reposted by 🇨🇦 Goose
The Chinese over capacity issue is going to get much, much worse in the coming 5-10 years, and a sensible, systematic approach is needed, not things like US levying 25% then 50% tariffs on, checks notes, Canada and Mexico.
November 23, 2025 at 11:22 PM
🤡
Brexit has cost the country between 6% and 8% of GDP per person over the last decade, a hit of £180 billion ($235 billion) to £240 billion, according to new research for the UK government. Read more: bloom.bg/4rvdLb9

📷️: Jose Sarmento Matos/Bloomberg
November 21, 2025 at 3:30 PM
This. The pendulum has swung so far. It needs to return to place where open drug use and tents aren’t tolerated near daycares and parks. Let alone the damage it does to services and businesses.
November 20, 2025 at 9:18 PM
So the market is going to rocket higher for a while since a bubble is consensus?
the current valuations and capex activity levels that the broad AI space is churning out are absolutely bubble territory. Eventually actual investment will overshoot what the market is willing to buy in terms of narrative and we'll see a huge retrenchment. that will absolutely be a blow up yes.
November 19, 2025 at 4:24 PM
Tariff relieve for lumber must be on the radar. It’ll get the banana treatment.
It's Liberation Day for the homebuilder supply chain -- they're being liberated of their profits and gross margins:
November 17, 2025 at 7:16 PM
This take is correct. Might as well get used to them.
Tariff are never going away, just going to become a ham fisted American version of VAT
"The Trump campaign ran on lowering costs and bringing manufacturing back to America," Gov. Gretchen Whitmer writes.

"Here’s my message to the people advising the president."
November 17, 2025 at 6:59 PM
Don’t be like this person. Because media gives a small percentage of the population attention (the separatists), people assume the whole province is like that.
canada's more likely to follow the US and UK on a few year's delay. the rot's already setting in in Alberta.
November 17, 2025 at 6:28 PM
Might not feel like it now, but if Canada can diversify trade to Asia and Europe we may thank Trump in years to come.
November 12, 2025 at 10:18 PM