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Because the Democrats, assuming they win, wont want to completely clean house with everything trump touched this time around? The DSA wing will be more on board with Canadian energy than the Squad? We are assuming that the Democrats are complete rational actors here to MAGAs madness? Every...

Look mom, dad, I'm super successful, look at my fancy cars, my big house, I'm building a data center in my backyard. By the way, can you vouch for me at the bank? They keep raising my rates, something about spending way more than I'm earning, weird right? I'll show them, once my AI startup...

https://www.politico.com/news/2026/08/19/treasury-buy-back-debt-bond-market-pain-01041461 So it's happening. As far as i understand it, swapping out older debt with high yields for shorter debt with lower yields. I'm guessing the Japanese are about to start dumping a lot of US treasuries as...

And prepare to get a passport to enter Quebec.

The burbs in Montreal hate it, but the agglomeration council for shared expenses really does work

Sure, 985 MW. Not a huge carrot. https://news.hydroquebec.com/news/press-releases/all-quebec/power-generation-labrador-hydro-quebec-secures-quebec-energy-future-competitive-cost.html "With demand for electricity rising rapidly, we have signed an agreement that enables us to secure Québec’s...

I mean, they could, but the planned churchill falls deal has most of that expanded capacity earmarked for domestic use. Thus it would be a very unsatisfying carrot

Churchill Falls deal will mostly be for domestic use.

If its anything like the Iran deal, we get 500b and the ability to enrich our own uranium.

You get the LRT which is slower and less reliable than a bus. Aren't you lucky.

Deal? What deal? Trump deals rely on executive actions. Actions that can be undone day one of a new administration.

Sounds like a provincial issue.

Wouldn't get my hopes up. Next Democrat in office will cancel keystone again.

https://finance.yahoo.com/markets/commodities/articles/report-reveals-gold-overtaken-u-180925690.html Okay, to be fair, this isn't just due to the Trump. Ever since freezing out Russian dollar reserves a lot of nations have moved away from the dollar. But the global trade wars and US treasury...

Right....America has no peers. Got it. I'll chalk this one up to american exceptionlism. Don't the Ukrainians have a large, and I mean, a LARGE, amount of baba yaga drones? Again, if you think America has no peer adversary, sure, just bomb everything away, crush the other side with ordinance...

By new US territory I think they mean they will talk to Google maps and rename it Strait of America and call it a day.

So you're not talking peer on peer, thanks. And talking to you is you quoting ridiculously low PMK rates and saying trust me bro. Yet I put up with you.

So another thing to watch in the slow motion train wreck that is this Administration. Japan, still desperate to keep their currency above 160 yen to the dollar, and the USA, desperate for Japan not to sell off 1.1 trillion in US treasury bonds, had the USA buy yen. 18 days later, the yen is...

So you're assuming battlespace dominance in peer on peer fight? So you're saying fire superiority eliminates the drone threat? Thats a ridiculously low rate. As of a year ago I was seeing anywhere from 20-40 percent PMK. Based on a ridiculously low PMK, sure. Are we talking peer on peer here...

The Ukrainians were also severely under manned compared to what a real front line armored force would be facing. Yet, all things being equal, this is what, the 3rd or 4th exercise were under strength Ukrainian drone units have rendered NATO tankers ineffective? All this is avoiding the fact...