It’s been an incredible year, ending on a high note with the Palantir rally. Looking ahead, 2025 holds plenty of uncertainty but also potential. The prospect of Trump’s improbable presidency suggests the rise of an American oligarchy, where his supporters might reap significant rewards. ESG investments seem unlikely to see a major surge, while Chinese EVs face increasing global restrictions. Given these dynamics, it’s clear we should focus our attention on the US m...
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Hey mooers! ![]()
The Bank of Canada, under Governor Tiff Macklem, has made a second significant rate cut, dropping the overnight rate by 50 basis points to 3.25%. This decision, influenced by US President-elect Donald Trump's threat of 25% tariffs on Canadian goods, marks the first time since the 2009 financial crisis, aside from the Covid pandemic, that back-to-back 50 basis point cuts have been implemented. Read more>>
After the rate cut, ...
The Bank of Canada, under Governor Tiff Macklem, has made a second significant rate cut, dropping the overnight rate by 50 basis points to 3.25%. This decision, influenced by US President-elect Donald Trump's threat of 25% tariffs on Canadian goods, marks the first time since the 2009 financial crisis, aside from the Covid pandemic, that back-to-back 50 basis point cuts have been implemented. Read more>>
After the rate cut, ...
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The portfolio has outperformed all the benchmarks over the past year, having made certain good calls such as the Nvidia AI wave, irrational palantir holding, the listing of Reddit, the recovery of the Crowd strike technical glitch, growth of Private credit, and of course swapping everything into the election day Tesla bet (trump 250-kam200) for a final 20% jump.
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