Mike’s Midweek Comment

All Politics All The Time – Uncertainty

Shifting British Election polls triggers Brexit dispute…. again, the fallout from Softwood Lumber tariffs, the new Green tax hungry pipeline hating BC Government, Trump’s tax adgenda with the inter-connectivity of all World Markets are creating uncertainty

….also from Mike: A Powerful Argument Against Climate Policy

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A Powerful Argument Against Climate Policy

Apart from the obvious miniscule environmental benefit of cancelling the Kinder Morgan pipeline, the disinclination by “Green” politicians to practise what they preach when it comes to their own carbon footprints goes a long way towards damaging their leadership.

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Green/BCNDP Alliance Says No To Trans Mountain Pipeline Expansion Jobs and Tax Revenue

The Greens and NDP are opposing the Trans Mountain pipeline expansion and with it – $46.7 billion in government revenues, 800,000 person year of employment along with the Alberta NDP’s re-election chance while sinking Rachel Notely’s Climate Change Plan. 

 

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Attractive Valuation, Cash, With a Product Catalyst

Travis Dowle of  Maxam Capital’s Big Fat Idea is Vecima Networks, a Canadian Technology company that trades at a very attractive valuation, 40% of their balance sheet is in cash, with a catalyst in their new product.

….also: Live From The Trading Desk: Buy The Rumor Sell The News

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Live From The Trading Desk: Buy The Rumor Sell The News

Victor on the machinations of OPEC and the price of oil and the Canadian Dollar. Also near term moves in Gold, stocks bonds and US Dollar.

 

….also: Hot Properties: Inexpensive European Real Estate

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