Omer
@oabb.bsky.social
Spot the difference: Team Carney vs Team Trudeau
May 1, 2025 at 11:46 PM
Spot the difference: Team Carney vs Team Trudeau
Overall bad grades in Report Card on Canada's Federal Parties’ 2025 Democratic Reform Platforms
Green Party receives B grade, Bloc, Conservatives and NDP tie with C- while Liberals get a D- and PPC an F
democracywatch.ca/green-party-...
Green Party receives B grade, Bloc, Conservatives and NDP tie with C- while Liberals get a D- and PPC an F
democracywatch.ca/green-party-...
April 27, 2025 at 12:14 PM
Overall bad grades in Report Card on Canada's Federal Parties’ 2025 Democratic Reform Platforms
Green Party receives B grade, Bloc, Conservatives and NDP tie with C- while Liberals get a D- and PPC an F
democracywatch.ca/green-party-...
Green Party receives B grade, Bloc, Conservatives and NDP tie with C- while Liberals get a D- and PPC an F
democracywatch.ca/green-party-...
March 30, 2025 at 2:57 PM
In Canada, refugees & illegal immigrants get FREE Daycare and Transit fare while Canadians struggle
LINC is a Toronto based org publicly funded by TDSB
LINC is a Toronto based org publicly funded by TDSB
March 23, 2025 at 12:15 PM
In Canada, refugees & illegal immigrants get FREE Daycare and Transit fare while Canadians struggle
LINC is a Toronto based org publicly funded by TDSB
LINC is a Toronto based org publicly funded by TDSB
Toronto and Vancouver now have higher rates of property crime than New York and L.A.
Great job Liberals and NDP!
www.fraserinstitute.org/studies/rank...
Great job Liberals and NDP!
www.fraserinstitute.org/studies/rank...
March 18, 2025 at 11:02 PM
Toronto and Vancouver now have higher rates of property crime than New York and L.A.
Great job Liberals and NDP!
www.fraserinstitute.org/studies/rank...
Great job Liberals and NDP!
www.fraserinstitute.org/studies/rank...
Lesson for Canada: UK PM Starmer - 'I will cut regulation to boost private sector.'
Meanwhile, Canada’s Federal Public Service grew 39% (2015–2023), while population grew just 12%. Yet, service delivery? Stagnant.
UK tackles inefficiency. Canada? Bloated bureaucracy.
Meanwhile, Canada’s Federal Public Service grew 39% (2015–2023), while population grew just 12%. Yet, service delivery? Stagnant.
UK tackles inefficiency. Canada? Bloated bureaucracy.
March 18, 2025 at 1:58 PM
Lesson for Canada: UK PM Starmer - 'I will cut regulation to boost private sector.'
Meanwhile, Canada’s Federal Public Service grew 39% (2015–2023), while population grew just 12%. Yet, service delivery? Stagnant.
UK tackles inefficiency. Canada? Bloated bureaucracy.
Meanwhile, Canada’s Federal Public Service grew 39% (2015–2023), while population grew just 12%. Yet, service delivery? Stagnant.
UK tackles inefficiency. Canada? Bloated bureaucracy.
Canada’s economy has been lagging G7 peers —painful drift made worse by the Liberals.
Our size could save us: we export more to the US than between provinces. Build roads, rails, ideas—catch up time.
www.ft.com/content/d481...
Our size could save us: we export more to the US than between provinces. Build roads, rails, ideas—catch up time.
www.ft.com/content/d481...
March 16, 2025 at 2:08 PM
Canada’s economy has been lagging G7 peers —painful drift made worse by the Liberals.
Our size could save us: we export more to the US than between provinces. Build roads, rails, ideas—catch up time.
www.ft.com/content/d481...
Our size could save us: we export more to the US than between provinces. Build roads, rails, ideas—catch up time.
www.ft.com/content/d481...
Canada's Trudeau govt failed to collect almost 40% of fines on companies that violated Temporary Foreign Worker rules
Majority of non-compliance related to Inadequate pay/working conditions, Failure to provide documents, Not actively engaged in business.
www.theglobeandmail.com/business/art...
Majority of non-compliance related to Inadequate pay/working conditions, Failure to provide documents, Not actively engaged in business.
www.theglobeandmail.com/business/art...
March 12, 2025 at 12:37 PM
Canada's Trudeau govt failed to collect almost 40% of fines on companies that violated Temporary Foreign Worker rules
Majority of non-compliance related to Inadequate pay/working conditions, Failure to provide documents, Not actively engaged in business.
www.theglobeandmail.com/business/art...
Majority of non-compliance related to Inadequate pay/working conditions, Failure to provide documents, Not actively engaged in business.
www.theglobeandmail.com/business/art...
Canada's immigrant population has increased from 2.1% of the total population in 2000, to 9.1% of the population in 2023.
This has resulted in unprecedented stress on housing and health care.
This has resulted in unprecedented stress on housing and health care.
March 8, 2025 at 7:12 PM
Canada's immigrant population has increased from 2.1% of the total population in 2000, to 9.1% of the population in 2023.
This has resulted in unprecedented stress on housing and health care.
This has resulted in unprecedented stress on housing and health care.
There are now signs everywhere that progress on inflation may be reversing
This trend is supporting the Federal Reserve's wait-and-see approach to rate cuts.
The Fed has pointed to sticky inflation, a still-robust labor market & uncertainty around Trump’s economic policies, as cause for patience.
This trend is supporting the Federal Reserve's wait-and-see approach to rate cuts.
The Fed has pointed to sticky inflation, a still-robust labor market & uncertainty around Trump’s economic policies, as cause for patience.
February 27, 2025 at 3:45 PM
There are now signs everywhere that progress on inflation may be reversing
This trend is supporting the Federal Reserve's wait-and-see approach to rate cuts.
The Fed has pointed to sticky inflation, a still-robust labor market & uncertainty around Trump’s economic policies, as cause for patience.
This trend is supporting the Federal Reserve's wait-and-see approach to rate cuts.
The Fed has pointed to sticky inflation, a still-robust labor market & uncertainty around Trump’s economic policies, as cause for patience.
Beijing Leveraged Favoured Leader Trudeau and Business Allies in 2019 Election Interference: CSIS
Chinese intelligence sought Meng Wanzhou’s release by calibrating support for Trudeau’s Liberals and “hedging” with opposition candidates.
www.thebureau.news/p/beijing-le...
Chinese intelligence sought Meng Wanzhou’s release by calibrating support for Trudeau’s Liberals and “hedging” with opposition candidates.
www.thebureau.news/p/beijing-le...
February 23, 2025 at 2:30 PM
Beijing Leveraged Favoured Leader Trudeau and Business Allies in 2019 Election Interference: CSIS
Chinese intelligence sought Meng Wanzhou’s release by calibrating support for Trudeau’s Liberals and “hedging” with opposition candidates.
www.thebureau.news/p/beijing-le...
Chinese intelligence sought Meng Wanzhou’s release by calibrating support for Trudeau’s Liberals and “hedging” with opposition candidates.
www.thebureau.news/p/beijing-le...
Canada’s Markets Keep Losing to the S&P 500. And It’s Not Just Cyclical
🔹 Sector concentration limits growth - TSX dominated by financials & energy.
🔹 Capital follows - Global investors continue to favor U.S. markets.
🔹 The CAD’s decline has widened the gap.
www.t6ixeconomics.com/fin-mkt-inte...
🔹 Sector concentration limits growth - TSX dominated by financials & energy.
🔹 Capital follows - Global investors continue to favor U.S. markets.
🔹 The CAD’s decline has widened the gap.
www.t6ixeconomics.com/fin-mkt-inte...
February 21, 2025 at 7:25 PM
Canada’s Markets Keep Losing to the S&P 500. And It’s Not Just Cyclical
🔹 Sector concentration limits growth - TSX dominated by financials & energy.
🔹 Capital follows - Global investors continue to favor U.S. markets.
🔹 The CAD’s decline has widened the gap.
www.t6ixeconomics.com/fin-mkt-inte...
🔹 Sector concentration limits growth - TSX dominated by financials & energy.
🔹 Capital follows - Global investors continue to favor U.S. markets.
🔹 The CAD’s decline has widened the gap.
www.t6ixeconomics.com/fin-mkt-inte...
Ottawa spent a record amount on external consultants:
Federal spending on outsourcing reached a record high of $17.8-billion last year, despite the Liberal government’s vow to cut back on consultants.
Spending in this category has more than doubled since the Liberals formed government in 2015.
Federal spending on outsourcing reached a record high of $17.8-billion last year, despite the Liberal government’s vow to cut back on consultants.
Spending in this category has more than doubled since the Liberals formed government in 2015.
February 18, 2025 at 7:17 PM
Ottawa spent a record amount on external consultants:
Federal spending on outsourcing reached a record high of $17.8-billion last year, despite the Liberal government’s vow to cut back on consultants.
Spending in this category has more than doubled since the Liberals formed government in 2015.
Federal spending on outsourcing reached a record high of $17.8-billion last year, despite the Liberal government’s vow to cut back on consultants.
Spending in this category has more than doubled since the Liberals formed government in 2015.
Legacy tech is beating Mag 7
Tech Sector's old-school companies like Cisco Systems, IBM and Oracle are outperforming this year as they signal the growth area of AI. Moreover, Lower Valuations and Higher Dividend yields have them standing out against more familiar Mag 7 winners.
Tech Sector's old-school companies like Cisco Systems, IBM and Oracle are outperforming this year as they signal the growth area of AI. Moreover, Lower Valuations and Higher Dividend yields have them standing out against more familiar Mag 7 winners.
February 18, 2025 at 4:32 PM
Legacy tech is beating Mag 7
Tech Sector's old-school companies like Cisco Systems, IBM and Oracle are outperforming this year as they signal the growth area of AI. Moreover, Lower Valuations and Higher Dividend yields have them standing out against more familiar Mag 7 winners.
Tech Sector's old-school companies like Cisco Systems, IBM and Oracle are outperforming this year as they signal the growth area of AI. Moreover, Lower Valuations and Higher Dividend yields have them standing out against more familiar Mag 7 winners.
U.S. Debt is poised to Exceed It's WWII-Era Peak but unlikely to become a crisis according to a research paper from the Brookings Institution.
www.brookings.edu/wp-content/u...
www.brookings.edu/wp-content/u...
February 17, 2025 at 8:22 PM
U.S. Debt is poised to Exceed It's WWII-Era Peak but unlikely to become a crisis according to a research paper from the Brookings Institution.
www.brookings.edu/wp-content/u...
www.brookings.edu/wp-content/u...
Over the past five years, unhedged exposure to the U.S. market has consistently outperformed hedged strategies, driven by CAD depreciation and ongoing volatility.
5-Year Returns:
- CAD Unhedged S&P 500 Exposure: +119%
- CAD Hedged S&P 500 Exposure: +92%
www.t6ixeconomics.com/fin-mkt-inte...
5-Year Returns:
- CAD Unhedged S&P 500 Exposure: +119%
- CAD Hedged S&P 500 Exposure: +92%
www.t6ixeconomics.com/fin-mkt-inte...
February 17, 2025 at 5:18 PM
Over the past five years, unhedged exposure to the U.S. market has consistently outperformed hedged strategies, driven by CAD depreciation and ongoing volatility.
5-Year Returns:
- CAD Unhedged S&P 500 Exposure: +119%
- CAD Hedged S&P 500 Exposure: +92%
www.t6ixeconomics.com/fin-mkt-inte...
5-Year Returns:
- CAD Unhedged S&P 500 Exposure: +119%
- CAD Hedged S&P 500 Exposure: +92%
www.t6ixeconomics.com/fin-mkt-inte...
US companies are experiencing one of their best earnings seasons in 3 years!
With 75% of S&P 500 companies reporting, quarterly EPS is set to jump 12.5%, well above the 7.3% estimate.
Stocks missing expectations are being punished, trailing the S&P 500 by 3.2%.
With 75% of S&P 500 companies reporting, quarterly EPS is set to jump 12.5%, well above the 7.3% estimate.
Stocks missing expectations are being punished, trailing the S&P 500 by 3.2%.
February 12, 2025 at 9:17 PM
US companies are experiencing one of their best earnings seasons in 3 years!
With 75% of S&P 500 companies reporting, quarterly EPS is set to jump 12.5%, well above the 7.3% estimate.
Stocks missing expectations are being punished, trailing the S&P 500 by 3.2%.
With 75% of S&P 500 companies reporting, quarterly EPS is set to jump 12.5%, well above the 7.3% estimate.
Stocks missing expectations are being punished, trailing the S&P 500 by 3.2%.
Canadian dollar weakness drives unhedged U.S. market outperformance:
S&P500 Unhedged ETF (XUS): 5.1% vs. Hedged ETF (XSP): 1.8% since 2024 U.S. Election
CAD depreciation (-3.4%) amplifies unhedged gains.
More details: t6ixeconomics.com
S&P500 Unhedged ETF (XUS): 5.1% vs. Hedged ETF (XSP): 1.8% since 2024 U.S. Election
CAD depreciation (-3.4%) amplifies unhedged gains.
More details: t6ixeconomics.com
February 10, 2025 at 4:23 PM
Canadian dollar weakness drives unhedged U.S. market outperformance:
S&P500 Unhedged ETF (XUS): 5.1% vs. Hedged ETF (XSP): 1.8% since 2024 U.S. Election
CAD depreciation (-3.4%) amplifies unhedged gains.
More details: t6ixeconomics.com
S&P500 Unhedged ETF (XUS): 5.1% vs. Hedged ETF (XSP): 1.8% since 2024 U.S. Election
CAD depreciation (-3.4%) amplifies unhedged gains.
More details: t6ixeconomics.com
The claim "American banks can't operate in Canada" is false but highlights broader issues in Canada. Foreign telecom firms can't buy major players due to a 10% market cap. Banking licenses are slow and opaque. Overall, there regulations hinder competition.
February 7, 2025 at 9:34 PM
The claim "American banks can't operate in Canada" is false but highlights broader issues in Canada. Foreign telecom firms can't buy major players due to a 10% market cap. Banking licenses are slow and opaque. Overall, there regulations hinder competition.
In all of Canada’s key sectors, productivity growth (value produced per hour worked) has stalled out almost completely since 2019.
The country's productivity has been lagging behind the U.S. and its G7 peers. It has gone in reverse since the pandemic.
The country's productivity has been lagging behind the U.S. and its G7 peers. It has gone in reverse since the pandemic.
February 6, 2025 at 1:58 PM
In all of Canada’s key sectors, productivity growth (value produced per hour worked) has stalled out almost completely since 2019.
The country's productivity has been lagging behind the U.S. and its G7 peers. It has gone in reverse since the pandemic.
The country's productivity has been lagging behind the U.S. and its G7 peers. It has gone in reverse since the pandemic.
Based on Bloomberg analysis, owning shares of most publicly traded fund management companies has been a recipe for underperformance for the past decade as evident by returns compared to the S&P 500.
February 4, 2025 at 5:48 PM
Based on Bloomberg analysis, owning shares of most publicly traded fund management companies has been a recipe for underperformance for the past decade as evident by returns compared to the S&P 500.
In 2024, the US contributed about 11.4% of the WTO’s $405 million budget; China paid almost as much.
The unfolding trade tensions expose the weakness of the organization’s watchdog role.
The unfolding trade tensions expose the weakness of the organization’s watchdog role.
February 3, 2025 at 11:26 PM
In 2024, the US contributed about 11.4% of the WTO’s $405 million budget; China paid almost as much.
The unfolding trade tensions expose the weakness of the organization’s watchdog role.
The unfolding trade tensions expose the weakness of the organization’s watchdog role.