Martin Pelletier
@MPelletierCIO
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Senior PM @TriVest_WAPC | CFA Charterholder | Invest Pro Columnist @fpinvesting | Risk-Managed Investing | Market Strategy | Views my own | No checkmark not me
Calgary, Alberta
Joined November 2010
Macro clarity. Margin resilience. Mispriced risk. I post contrarian takes on global equity & bond markets, energy, and geopolitics - without the noise. - Canadian based Portfolio Manager .- Market Strategy & Insight.- Peace of Mind, Risk-Managed investing .- Follow for Signal,.
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The value of sports franchises has skyrocketed since Covid. Ask yourself why.
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OMG 😳 🤣.
President of Serbia realizes he didn't read properly what he signed
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10 Largest S&P 500 companies now account for 39% of the $SPX, an all-time high 🚨🚨
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This time it’s different they say. Well it is. Worse.
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This.
We all want fiscal responsibility. But that won't happen as long as central banks cap yields when they spike, as the Fed did in 2020. You can cap yields, but that inevitably incentivizes bad fiscal policy. Our fiscal mess is inextricably linked to the Fed.
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This is some V for Vendetta type of bullshit. Burn it down.
IN-DEPTH: Privy Council Office runs psychological unit to shape Canadians’ behaviour
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Beautiful.
If you get 70,000 people to sing your song 33 years after your death you're not a singer, you're a legend 👑
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Um, free healthcare without having paid into it at all. WTH is going on in Ottawa
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Elbows up. 🤣.
US COMMERCE SECRETARY LUTNICK: TRUMP WILL “ABSOLUTELY” RENEGOTIATE THE USMCA.
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A decade of LPC appointed judges.
A man convicted in the 2005 Boxing Day shooting of 15-year-old Jane Creba was granted full parole in January despite a parole board report that said he had a 76 per cent chance of reoffending. He is now facing a murder charge in Montreal.
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Important.
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21 months. Not a thing done. Actual terrorist supporters. And with anti-vax protests the current LPC government invoked the Emergency Act!.
Hamas loyalists of Toronto block an intersection as they have done every weekend for 21 months on Lakeshore Blvd, preventing cars & street busses from moving in all directions as @TorontoPolice @TPSOperations aimlessly watches.
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Low hanging fruit. Won’t cost taxpayers a dime and save low income Canadians up to $500/year. The average Canadian household spends an estimated extra $300 to $500 annually on dairy products due to supply management. This system, which controls the production and import of.
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Read this article. It’s time we burn it down and bury Supply Management so deep that it can never be resurrected. “SM’s implicit food tax has regressive distributional effects, imposing a heavier burden on low-income households who spend larger shares of their incomes on food;.
'I was recently approached by two national media outlets — Globe & Mail, and CBC Radio —to participate in stories about (supply management) in Canada. After lengthy interviews and fact checks, my comments were not included in either story'.
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Here is an idea @DaveChappelle Now that would be epic.
Stephen Colbert: "It’s not just the end of our show, but it’s the end of 'The Late Show' on CBS. I’m not being replaced. This is all just going away.".
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He should quit and do Insta and TikTok videos full time. About the only thing we’re getting out of him.
In a crisis, you focus on what you can control — so we’re taking action to protect our steel industry and our steel workers.
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