• Thanks for stopping by. Logging in to a registered account will remove all generic ads. Please reach out with any questions or concerns.

Liberal Minority Government 2025 - ???

The government messages Canadians should invest domestically while its policies and contracts often favour foreign markets. That's separate from any individual politician’s personal investments, but I think can still be relatable in terms of optics.
I think the message is more to buy Canadian. Changing government procurement policy to favour Canadian companies is a step in the right direction isn't it? Even if done incrementally? Too bad it wasn't official policy much sooner (like decades ago).
Do you disagree that the governments initial messaging about Canadian suppliers were being prioritized in all spending was misleading?
To be honest, I'm not sure if I remember the government indicating ALL spending would be immediately only in Canada. I don't believe that's possible.

I do remember a stated goal of becoming less reliant on US companies, but not to the point of excluding them completelyz
It sounds like I could add some clarity. Could you remind me exactly where I said his pre-politics investments are hypocritical?
I think this is what led to my initial question:
I bet if Carney vacationed to the US he'd still have quite a few defenders. Probably many of the same ones defending him having US stocks while he says Canadians should invest in Canada more.
 
“I think the question you always ask yourself is, ‘What’s the bigger game plan here?’” Hampson said.
“And I think Carney believes that the China deal is a valuable bargaining chip in the upcoming CUSMA renewal negotiations.”

 
I'm firmly team Gripen.
The Gripen is a terrible choice for Canada.

See the fighter jet replacement thread for more information, I'd rather not derail this thread rehashing the same arguments.

 
I think the message is more to buy Canadian. Changing government procurement policy to favour Canadian companies is a step in the right direction isn't it? Even if done incrementally? Too bad it wasn't official policy much sooner (like decades ago).
Buying Canadian is a great policy and definitely a great step. I trust Carney to handle it well. The down side would be if it's applied stupidly like our boot fiasco. My complaint was the messaging was disingenuous in my opinion (due to it being election time)

I think this is what led to my initial question:
That was a matter of optics and the unique position politicians are by default in.

We had a party leader explaining to us how important investing in Canada was (true). That was at odds with his own personal portfolio which was manifestly pro-American. It suggested he didn't have much faith in investing in Canada (at least stock wise) leading up to the election. It raised the question how hard he would fight for Canadian companies when he stood to gain financially by Americans getting contracts.




Now what I'm more curious about is how China can go from "the biggest threat to Canada's security" in Aptil 2025 to our partner in the new world order in January 2026.

What did China do between then and now to not be such a threat to Canada?
 
Buying Canadian is a great policy and definitely a great step. I trust Carney to handle it well. The down side would be if it's applied stupidly like our boot fiasco. My complaint was the messaging was disingenuous in my opinion (due to it being election time)


That was a matter of optics and the unique position politicians are by default in.

We had a party leader explaining to us how important investing in Canada was (true). That was at odds with his own personal portfolio which was manifestly pro-American. It suggested he didn't have much faith in investing in Canada (at least stock wise) leading up to the election. It raised the question how hard he would fight for Canadian companies when he stood to gain financially by Americans getting contracts.




Now what I'm more curious about is how China can go from "the biggest threat to Canada's security" in Aptil 2025 to our partner in the new world order in January 2026.

What did China do between then and now to not be such a threat to Canada?
The Canadian stock market represents 3% of the world’s stock market value.
The TSX has consistently over the long run under performed the US stock market.
It is NOT in your best interest to invest only withi Canada or to ‘over represent’ Canada within your investment portfolio.
When it comes to my retirement and my money, I will invest it where I will have the best opportunity to make the most reuen that I can.
As for my day to day purchases, I will attempt to purchase Canadian products/goods when they are available and when they are an equal or better product available for purchase. I will not purchase inferior products just because they are Canadian. The only way they will improve their quality is by being forced by the market/consumer to do so.
 
Now what I'm more curious about is how China can go from "the biggest threat to Canada's security" in Aptil 2025 to our partner in the new world order in January 2026.

What did China do between then and now to not be such a threat to Canada?
Right. Because clearly nothing has changed in the last 10 months. The geopolitical and trade landscapes have been static since then. No disruptions. US has been steady as she goes with major actions , deeds, or words that could cause a rethink.

Leadership would be quite easy if one never had to adjust one's plans based on changes to the situation....
 
The Gripen is a terrible choice for Canada.

See the fighter jet replacement thread for more information, I'd rather not derail this thread rehashing the same arguments.

supporting this administration by buying the F35 is a horrible choice for Canada. But that's a political thing so I won't derail that thread.
 
The Canadian stock market represents 3% of the world’s stock market value.
The TSX has consistently over the long run under performed the US stock market.
It is NOT in your best interest to invest only withi Canada or to ‘over represent’ Canada within your investment portfolio.
When it comes to my retirement and my money, I will invest it where I will have the best opportunity to make the most reuen that I can.
As for my day to day purchases, I will attempt to purchase Canadian products/goods when they are available and when they are an equal or better product available for purchase. I will not purchase inferior products just because they are Canadian. The only way they will improve their quality is by being forced by the market/consumer to do so.
I am very proud to say that out of the hundreds of thousands I have invested, not a penny of it is in America.

It may not be the returns the DOW or NASDAQ give, but it's certainly more than the 3.3 percent average return the TSX manages.

It's possible to not invest in the USA and still make a decent return.
 
Last edited:
I'm old enough to remember the same sentiment when Japanese autos started entering the North American market ('Jap Scrap').
And let’s not pretend that this is a massive flood of cars coming in. 3% of the market. And resets itself to previous numbers with a 3 year “let’s see how this goes” period (and a possibility of manufacturing here in the future).

The issue that Ford has is that he is defending an industry that is already under siege from the US. A lot of pressure on him from that lobby to be sure. So a very understandable position.
 
supporting this administration by buying the F35 is a horrible choice for Canada. But that's a political thing so I won't derail that thread.
Doesn't matter if it's political details. If you want to talk F-35 vs Gripen, that's the proper thread, not this one.

In case you weren't aware, we're already buying big ticket items from them, such as:
Boeing P-8 Poseiden fleet
HIMARS
CC-130 modernization
Possible Blackhawk purchase to replace the Cyclone and Griffin
SPY 7 radar, Aegis combat system and now Mark 45 5" guns for the River class

So the "supporting this administration" argument is bullshit because we're buying large amounts of kit from them anyway, and decoupling is a pipe dream. The current administration will be gone in less than three years now, and is probably going to lose the House and Senate in the midterms this year, but what we choose now we'll be using for years after they're gone, and picking boutique, Canada-only orphan fleets has not worked for us in the past.
 
Doesn't matter if it's political details. If you want to talk F-35 vs Gripen, that's the proper thread, not this one.

In case you weren't aware, we're already buying big ticket items from them, such as:
Boeing P-8 Poseiden fleet
HIMARS
CC-130 modernization
Possible Blackhawk purchase to replace the Cyclone and Griffin
SPY 7 radar, Aegis combat system and now Mark 45 5" guns for the River class

So the "supporting this administration" argument is bullshit because we're buying large amounts of kit from them anyway, and decoupling is a pipe dream. The current administration will be gone in less than three years now, and is probably going to lose the House and Senate in the midterms this year, but what we choose now we'll be using for years after they're gone, and picking boutique, Canada-only orphan fleets has not worked for us in the past.
I could talk about it, but nothing that can be said hasn't been said 100 times already.

I'll just keep my voodoo magic influence over Carney going, and wait for the Gripen announcement.
 
Doesn't matter if it's political details. If you want to talk F-35 vs Gripen, that's the proper thread, not this one.

In case you weren't aware, we're already buying big ticket items from them, such as:
Boeing P-8 Poseiden fleet
HIMARS
CC-130 modernization
Possible Blackhawk purchase to replace the Cyclone and Griffin
SPY 7 radar, Aegis combat system and now Mark 45 5" guns for the River class

So the "supporting this administration" argument is bullshit because we're buying large amounts of kit from them anyway, and decoupling is a pipe dream. The current administration will be gone in less than three years now, and is probably going to lose the House and Senate in the midterms this year, but what we choose now we'll be using for years after they're gone, and picking boutique, Canada-only orphan fleets has not worked for us in the past.

Along with that, the Gripen is basically a US-made aircraft anyway. You'll still be "supporting this administration" with a Gripen at the cost of our own capability for 40 years. Liberal supporters are extremely ignorant on this topic.

If Canada backs out of purchasing the remainder order for 70 aircraft, it would just open the door for Trump to become more aggressive on trade and tariffs. He would likely go after companies in Canada producing F-35 parts and move the production to the US, that's worth billions to the Canadian aero industry. Any hypothetical Gripen production run and support structure won't come anywhere close to matching what we have with the F35. The US is also under no obligation to sell us parts for the Gripen anyway, we'd be left with a fleet of Swedish engineered pedestal birds. All this because Liberals are great at making irrational emotional decisions because of the events of the day.
 
Buying Canadian is a great policy and definitely a great step. I trust Carney to handle it well. The down side would be if it's applied stupidly like our boot fiasco. My complaint was the messaging was disingenuous in my opinion (due to it being election time)
What counts is the follow-through. That governments now have Buy Canadian policies is a positive change (I'm surprised this wasn't previously official policy).
That was a matter of optics and the unique position politicians are by default in.

We had a party leader explaining to us how important investing in Canada was (true). That was at odds with his own personal portfolio which was manifestly pro-American. It suggested he didn't have much faith in investing in Canada (at least stock wise) leading up to the election. It raised the question how hard he would fight for Canadian companies when he stood to gain financially by Americans getting contracts.
If the goal is to simply make more money, staying in the private sector would be much more lucrative than winning an election in order to steer contracts for personal benefit. Does MC have many Chinese assets in his portfolio (tongue in cheek)?
Now what I'm more curious about is how China can go from "the biggest threat to Canada's security" in Aptil 2025 to our partner in the new world order in January 2026.

What did China do between then and now to not be such a threat to Canada?
Fair questions. I think most here have serious reservations about deepening ties with Beijing. China hasn't changed, but our relationship with our biggest trading partner certainly has.
 
If Trump wants to kill the current auto manufacturing agreements we have this news shouldn't come as a surprise.

Can't fault us for planning ahead, just in case.

This is probably what is going to be used to balance the scales for Ontario/Ford @Remius.

Archive
 
Back
Top