My gut feeling is a lot of 2 Div planning hinges on the All-Domain Defence Plan coming soon. Tough to prepare a Defence of Canada Division without a defence plan on the books this century.
Basing your entire economy on 3 companies with shady fundamentals probably isnt a good play. Thats just me though. Meta and Google are at least established.
Ive been seeing speculation of a 0.5% rate increase now instead of just 0.25%. Not likely in my book but man that would drive interest costs to the moon.
Some info on the big conference coming up
https://www.bloomberg.com/news/articles/2026-09-09/carney-woos-investors-on-deals-for-data-centers-mines-and-lng
Big Army piece on tomorrow's TOCA. Odd thing for me - why is the Arty Bde headquartered in Edmonton when Shilo or Gagetown are probably better suited? I guess proximity isnt really needed in the 21st century...
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