🧵 It's funny and painful to watch so-called Canadian elites argue about something they know little about. Not to mention #1 goal being to GASLIGHT all the time, 24-7. Here's what really happened with Canadian inflation and government. PLEASE share with anyone who's GASLIGHTING anyone.

This trend continues to STRENGTHEN.

Back on the Loonie Hour for the 4th time with @IceCapGlobal @SteveSaretsky and @RichardDias_CFA 🙏 These conversations always push my thinking, and this one covered a lot of ground. We went deep on: • What is really happening in Iran, and why it cannot be read in isolation • Why the ECB is about to suffocate Europe’s economy just as the continent can least afford it • Why global inflation is ripping higher for supply reasons, and why not all inflation is equal • Why AI infrastructure is heading toward commoditization, and what that means for the stocks priced for perfection • Stablecoins, the future of money, and how blockchain keeps moving from the fringe to the core of finance • Why AI agents and stablecoins are set to push the velocity of money sharply higher, and why that points to stronger US GDP growth ahead Keith, Steve, Richard, you always ask the questions that make a guest earn their seat. Grateful for the friendship and the platform you keep building. Watch if you want your macro views challenged 👇 youtu.be/Au1hOZBoQaE?is=gEZp… #LoonieHour #Macro #AI #Stablecoins #Inflation #Iran #ECB

This is why podcasts, such as Loonie Hour, continues to attract audiences. Canadian monopolies are increasingly becoming ineffective.

Special dock-cast of the Loonie Hour just dropped. This was a fun and wide-ranging conversation—> When Will Canadian Real Estate Hit Bottom? w/Guest Ben Rabidoux | The Lo... youtu.be/_0Qe4FLtRXw?si=fgrX… @SteveSaretsky @RichardDias_CFA @IceCapGlobal

Economic Fantasyland called Europe.

Loonie Hour episode 245 just finished @SteveSaretsky @RichardDias_CFA @BenRabidoux

Hawkish monetary policies cannot resolve an energy crisis.

Canada leads the G7 in not owning any GOLD.

The Canadian public has been told this agreement exists.  But we have not been told what it actually says — because the RCMP has stated it will not release the document without Beijing’s permission. That is not how a democracy operates. Canadians do not need a foreign government’s consent to know what their own police force has agreed to. We call on the Government of Canada to release all details of the RCMP–Ministry of Public Security MOU to Parliament and the Canadian public immediately. This agreement was not signed in a vacuum. It was signed against a backdrop of sustained, documented, and escalating interference by the People’s Republic of China against Canada and Canadians. @rcmpgrcpolice

Announcing: Toronto Loonie Hour Investor Series with Ron Butler and Dan Foch - June 3, 2026. Join the Loonie Hour community for amazing insights on the Canadian housing market, as well as forecasts on global markets and how it will affect Canadians. eventbrite.com/e/the-loonie-… @ronmortgageguy @danielfoch @SteveSaretsky @RichardDias_CFA

RT @chigrl: As well as the sale of gold holdings. Long/short they needed USD to prop up their currency.

Why is Turkey liquidating UST? Truth: they need USD to defend their Turkish LIRA currency. Lie: they are concerned about US debt and US Dollar.

Trend continues to deteriorate.

Name this restaurant.

IceCap has consistently informed everyone about this coming debt COLLIDING with interest rate wall. MAJORITY of investors and policy makers’ ENTIRE career was experienced during QE ZIRP NIRP decade, and declining rates prior. This will create significant opportunities for those who are prepared. Everyone else will be screwed.

Private Credit !!

Which country??