Arthur Vandelay
@ArturoVandelayI
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Portfolio Manager w/25+ years experience. Run separately managed portfolios. Macro/TA driven. Do your own due diligence
Oceania
Joined August 2022
To understand 🇨🇦‘S immigration policy you only need to understand demography via population pyramids of 🇨🇦 & 🇮🇳 🇨🇦 0-29 - 33.4% of population 🇮🇳 0-29 - 50.2% of population 🇨🇦 50+ - 39.2% of population 🇮🇳 50+ - 20.9% of population
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Be careful out there folks, especially this winter
“How many people do you guys need to kill before this is f*cking unacceptable?” (Warning: Explicit Language) Sunny, a Canadian-born Punjabi trucker who went viral last month for speaking out against “Indian employers” hiring “unqualified drivers,” speaks out again following
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For Rounders II NBA version, who would you cast to play Chauncey Billups?
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Snell struggling to throw his fastball for a strike. Only one for a strike in 16 pitches.
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Annndddd there it is…… 🙋How many players on Blue Jays World Series roster are Canadian? Answer - One, Vladimir Guerrero Jr. Born in Montreal to Dominican parents 🙋what % of roster are American? Answer - 80% Elbows Up!!!
Same political playbook for libs Distract the plebs from their struggles via jingoistic slogans pitting virtuous underdog Blue Jays/🇨🇦 against big bad Dodgers/Bad Orange Man & 🇺🇸 Same folks who bought “Elbows UP” will lap it all up right into a fall election if polls say yes
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I’ll take things dripping with irony for $1,000, Ken 👀 ⬇️
Canadian Liberal and Liberal-lite politicians quoting Ronald Reagan is like Donald Trump quoting Karl Marx. @fordnation @MarkJCarney Ronald Reagan Quotes: 1. "Government is not the solution to our problem; government is the problem." 2. "The nine most terrifying words in the
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🤔 Libs only hole card in trade negotiations, irony of all irony, 4.4M barrels/day of heavy oil sent to 🇺🇸 to feed their refineries for diesel, jet fuel & other petroleum based products No shock then w/🇺🇸ending negotiations TC Energy $TRP.TO down 7/9 days & 4% over last 2.
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Three hours left to close and broad markets trading well with advancers 2-1 over decliners Growth/high beta back to leadership over value/low vol Leaders: Drugstores, solar, engineering, Utes Laggards: Footwear, grocery, gambling, o&g midstream
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Same political playbook for libs Distract the plebs from their struggles via jingoistic slogans pitting virtuous underdog Blue Jays/🇨🇦 against big bad Dodgers/Bad Orange Man & 🇺🇸 Same folks who bought “Elbows UP” will lap it all up right into a fall election if polls say yes
Elbows-Up round 2 - incoming. Trump and baseball for this round replacing Trump and hockey last time. Mark goes to the dugout instead of the rink and New Yorker Mike Myers will pop-in with a Blue Jays jersey replacing the Oilers jersey. Carney is traveling, leaving his pit-bull
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This fits the narrative in Arctic Mexico @realDonaldTrump
🚨 This just in……. Toronto Blue Jays going to shoot Doug Ford out of a cannon during pregame festivities #WorldSeries
#BlueJays
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🚨 This just in……. Toronto Blue Jays going to shoot Doug Ford out of a cannon during pregame festivities #WorldSeries
#BlueJays
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Folks, now that globalists’ & their arsonists, PET/JT and netzero cheerleader, Mark Carney, have accelerated Canada’s decline, never too late to pick up some of those shiny metals to protect your purchasing power. Here are gold & silver prices in CAD pesos over last 5 yrs
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Early read on equities few minutes in Risk on w/High beta, semis and small caps leading. Regional banks bouncing nicely w/proxy $KRE +1.5% Private Equity/Alt Managers also strong w $KKR +2.3% Still short group via puts $CG $OWL $KKR $BX after trimming 25% into selloff
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S&P futures up 0.6% and near best levels of AM Treasuries firmer across curve w/2YR ⬇️ 5bps to 3.45% USD +0.1% Gold -1.7% Big winner on week - WTI +0.6%, on track for 8% move higher. Trade ‘em well
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Is it too late for Doug Ford to change his name to Doug Carney-Trudeau?
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Today in the 🍌republic without the🍌the public safety minister acknowledged that there are warrants out for 32,000 people due to be deported who are “lost” But don’t worry, Gary assured us 20,000 of the 32,000 will be deported by year-end.
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Step 1. Break the system ✅ Step 2. Begrudgingly admit system is broken ✅ Step 3. Announce changes to fix system that still leave it worse than before you broke the system Wash. Rinse. Repeat.
Today, Canada’s new government introduced the Bail & Sentencing Reform Act. Stricter bail. Tougher sentences. Stronger communities. These sweeping reforms are going to help keep violent & repeat offenders off our streets and restore Canadians’ confidence in the justice system.
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Finally saying quiet part out loud TBT Libs have been in a strategic partnership with China for years as evidenced by 11 MPs (still unnamed) we know have been compromised by PRC In addition, one only needs to look at recent $1B ferry deal with PRC controlled ship builder
I couldn't even read past this: "Canada now views Beijing as a strategic partner." Reviving this "partnership" as the west is working on decoupling? As the US is in this fight with the PRC? I have no words.
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Simple math elbows up gang @CBCNews @CTVNews
@TorontoStar 🇨🇦 exports to 🇺🇸=25% of GDP Any economic and trade discussion begins and ends here.
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