Tag: analysis
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The Coming Wave – by Mustafa Suleyman
Book Summary An urgent warning of the unprecedented risks that AI and other fast-developing technologies pose to global order, and how we might contain them while we have the chance. Key Takeaways: What I Got Out of It: originally from blas.com
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Carbon Tax – an illustration
How carbon tax works. Follow me on my adventure… Pretend there are 5 people living in Canada and this is what they make annually: Gertrude: $500,000William: $400,000Suzy: $50,000Spencer: $40,000Dwight: $30,000 Gertrude and William own all the stores and sell grocery, clothes and industrial supplies to Suzy, Spencer and Dwight. This is what these 5 will…
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All It Takes Is All You Got – by Balanji
Your assets are the government’s collateral. A recent Wall Street Journal article included this wonderful graph: That’s weird. Why is the US government issuing Treasuries at emergency rates when the official narrative is that everything is fine? And why is the Wall Street Journal acknowledging something extremely strange is going on…and that it could end badly? Here are…
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Crypto Comparison: Solana, Ethereum, and Bitcoin
These three cryptocurrencies have each carved out their own unique place in the digital asset landscape, offering distinct value propositions to users and investors alike. Let’s dive in. The Origins Bitcoin – the OG of cryptocurrencies, was first introduced to the world in 2009 by the mysterious Satoshi Nakamoto. This decentralized digital currency was designed…
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Raoul Pal’s “Everything Code”: A Comprehensive Exploration of the Crypto Landscape
I’ve been closely following the work of Raoul Pal, the renowned global macro investor and co-founder of Real Vision. Pal’s latest venture, the “Everything Code,” has been generating significant buzz within the crypto community, and I’m excited to dive into this comprehensive framework and share my insights with you. Pal’s “Everything Code” is a holistic…
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Peering into the Future
The Big Whoosh (disclaimer, long read) When you really boil down the entirety of what’s going on – the current state of the market boils down to one simple observation. The people buying the highs of the 1999 tech bubble were right. But they were too early. Sama’s most recent interview highlighting how “humanoid robotics…
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The Inevitable Rise of Artificial Intelligence
Buckle up, because this is going to be a wild ride. Let’s start with the obvious: artificial intelligence is no longer the stuff of science fiction. It’s here, it’s real, and it’s about to turn our world upside down. And let me tell you, the government is probably going to find a way to screw…
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Fixed or Variable – by Scotty Brennan
Variable or fixed? It’s a question many people are debating right now. As a mortgage broker I get asked about this daily. I am personally buying a home right now, I actually get the keys May 12th! I cannot tell you what the right decision is for yourself but I will share why I am sticking…
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The Revival – April 2022
Greetings Friends, In true Ontario fashion, yesterday we enjoy a sunny spring day (actually saw folks in tee’s and shorts!) and today we are battling grey skies and wet flurries. Equally as undecided, Ontario’s real estate is trying to pick a direction too. However, we will get into that below. At Ontario Assets, Katherine and I had…
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Quantitative Sleaze –
Quantitative Sleaze – How The Bank Of Canada Mislead Politicians On Real Estate & QE ExternalInbox By Peter Sunwasi Canada’s central bank head piqued the interest of economists, and not because of his dazzling personality. Speaking to lawmakers, the Bank of Canada (BoC) Governor Tiff Macklem explained quantitative ease (QE) has no impact on housing. He further explained…