Liberal (Minority/Majority) Government 2025 - ???

[Halifax Tar]

Hes saying 20% of their economic growth is tied up in a product of questionable benefit which appears to be sitting on a bubble. That bubble is also causing problems throughout the economy beyond the usual means because its sucking up so much capital that money for more productive ventures such as industrial or commercial development is drying up. Hell its affecting the housing market by making labour more scarce as primes are willing to pay so much for construction trades. Its unsustainable.

Ah! It's Americas fault.

Why not just say that ?

 

[Czech_pivo]

Oooookay.

Sure.

Am I missing something?

I'm just calling this out, that's all.

Its a bit like fracking - its rampant in the US, rural poverty stricken areas that are losing their rural drinking water supplies. The data centre's in the US are overwhelmingly moving into the same areas in the US.

We've got very limited fracking occurring across Canada because of the massive push back against it. Its becoming the same issue with data centre's here in Canada.

Its a question of rampant business growth, balls to the wall approach very our more cautious approach. One is basically growth at any cost vs growth at a more balanced approach. Personally, I think that we need to find a more 'centered' approach, but what do I know.

Lastly, re data center's are going to be about 'sovereignty' residing here in Canada. With the VAST majority of AI companies being American, the data centre's will be owned by US.

 

[PrairieFella]

Ah! It's Americas fault.

Why not just say that ?

Huh?

 

[dapaterson]

Anecdote: a friend works for a company that Wall Street now considers to be part of the AI family, and is seeing the commensurate spiking of its market valuation.

He is capable of doing math, can see the valuations across the industry vs revenue and even the most optimistic revenue growth estimates.

He's moving his stock based compensation out of the industry rapidly and deliberately (I suspect past experience with the Big Nerd Ranch is influencing him).

But I suspect the current AI bubble will land like so many others. Maybe Ottawa can add an AI fest to the annual Tulip Fest.

 

[brihard]

I was looking for an aticle about about economic a jobs numbers from the summer and it looks like I took an old article!

Mea culpa!

Wasnt 1/2 way through coffee 1.

Canada’s economy stalled again in August, StatCan says - National | Globalnews.ca

Statistics Canada says the economy stalled for a second month in a row in August amid weakness in the public sector and wholesale trade.

globalnews.ca

https://www.cbc.ca/news/business/canada-jobs-numbers-september-2026-9.7375345

All good. I’m the last person to ever driticize a lack-of-coffee induced haze.

20-33% of recent US GDP growth is related directly to AI and data centre developement.

GDP growth? Highly doubtful. If you want to tie market index valuation to that? Sure. But no way AI companies are genuinely generating that much actual economic activity.

 

[Halifax Tar]

I'm just calling this out, that's all.

Its a bit like fracking - its rampant in the US, rural poverty stricken areas that are losing their rural drinking water supplies. The data centre's in the US are overwhelmingly moving into the same areas in the US.

We've got very limited fracking occurring across Canada because of the massive push back against it. Its becoming the same issue with data centre's here in Canada.

Its a question of rampant business growth, balls to the wall approach very our more cautious approach. One is basically growth at any cost vs growth at a more balanced approach. Personally, I think that we need to find a more 'centered' approach, but what do I know.

Lastly, re data center's are going to be about 'sovereignty' residing here in Canada. With the VAST majority of AI companies being American, the data centre's will be owned by US.

You quoted me... I assumed it was some form of reply to me...

 

[daftandbarmy]

GDP growth? Highly doubtful. If you want to tie market index valuation to that? Sure. But no way AI companies are genuinely generating that much actual economic activity.

These guys say different...

Tracking AI’s Contribution to GDP Growth​

Our analysis suggests that the recent investments in AI-related categories have contributed significantly to the real GDP growth in 2025. It has surpassed the contribution of IT components to the real GDP growth made during the dot-com boom, both in levels and as a share of GDP. As firms continue integrating AI into their operations and building the infrastructure required to support it, these categories are likely to remain significant drivers of investment well into 2026 and beyond.

Tracking AI’s Contribution to GDP Growth

This analysis suggests recent investments in AI-related categories have contributed significantly to the real U.S. economic growth in the first nine months of 2025.

www.stlouisfed.org

 

[Czech_pivo]

GDP growth? Highly doubtful. If you want to tie market index valuation to that? Sure. But no way AI companies are genuinely generating that much actual economic activity.

No, I wasn't clear in my statement I guess - of the recent 3.4% GDP growth for the USD - 20%-33% of that was tied to AI/Data centers. So, 1.1% of their GDP growth, at the high end, (the 33%), was strictly related to AI and Data center construction spending only, nothing else.

 

[Czech_pivo]

You quoted me... I assumed it was some form of reply to me...

Naw, just easier to reply the way that I did. Just out of habit

 

[brihard]

No, I wasn't clear in my statement I guess - of the recent 3.4% GDP growth for the USD - 20%-33% of that was tied to AI/Data centers. So, 1.1% of their GDP growth, at the high end, (the 33%), was strictly related to AI and Data center construction spending only, nothing else.

Gotcha, ok. That’s more plausible.

 

[Good2Golf]

Friend, we can support the party without supporting he leader. I dont hate PP. He did what he was intended to do.

Just like I can love Canada and despise the Gov.

PP needs to go, Carney and the LPC are starting show sings of weakening and we need someone who Canadians can find inspiration from and finally pull us out of this world LPC division and mismanagement.

Canadian economy shrank 3.4% in fourth quarter​

PP is not that guy.

…annualized…

Reminds me of the sky-is-falling recession crowd. People will see badness or goodness where the temporal span of their argument suits them.

From the past, long ago. We are only 1 month into the 4thQ of '26.

Even the 2000 tech meltdown and the 2008 financial crisis didn’t happen over a quarter.

As close as I have gotten to a ‘week by week’ view
Of things is watching US Treasury auctions, but more so as indicators of a trend, vice ‘yields are up this week so the U.S. is turning Mad Max…’ type of thing.

Ah! It's Americas fault.

Why not just say that ?

He didn’t say that. Nor should anyone say that AI reward or risk would be due to just one nation. The proportional scale of inclusion of AI in a nation’s growth, however, is something that is particularly higher in the U.S. than many other nations seeking to include AI within their respective economies. The saying “correlation is not causation” is or could be seen to be a nuanced statement.

Anecdote: a friend works for a company that Wall Street now considers to be part of the AI family, and is seeing the commensurate spiking of its market valuation.

He is capable of doing math, can see the valuations across the industry vs revenue and even the most optimistic revenue growth estimates.

He's moving his stock based compensation out of the industry rapidly and deliberately (I suspect past experience with the Big Nerd Ranch is influencing him).

But I suspect the current AI bubble will land like so many others. Maybe Ottawa can add an AI fest to the annual Tulip Fest.

^This. A situation not to be under appreciated when one is considering where to nurture, maintain and protect value.

Consistently overtime, new technologies when they are in the breakout phase and there are the *haves and the half *nots, valuations remain high. However, as the market saturates and the technology in particular becomes more of an existential technology versus a breakout technology through lead providers, the *valuations normalize and reduce from the high-levels of the original breakouts and stabilize at a notably lower level. AI should not be considered immune to this, even though it is described by some as something new and unique that has never happened before. Technically correct, but fundamentally no different than the train or steam machines or paper or other late technologies that back in the day were something that had never been seen before. The point being that when a perceived panacea becomes something closer to the norm, it becomes less the thing that people tend to be depend on as carrying the day, and more just one more thing to have within anotherwise, well, or at least diversified portfolio

 

[Halifax Tar]

…annualized…

Reminds me of the sky-is-falling recession crowd. People will see badness or goodness where the temporal span of their argument suits them.

My bias against the LPC is admitted openly, and frequently.

He didn’t say that. Nor should anyone say that AI reward or risk would be due to just one nation. The proportional scale of inclusion of AI in a nation’s growth, however, is something that is particularly higher in the U.S. than many other nations seeking to include AI within their respective economies. The saying “correlation is not causation” is or could be seen to be a nuanced statement.

If you continue reading the thread, you will see me seeking clarification and seeing as he quoted me I expected it was a reply to. Which apparently it wasn't.

 

[Grunt_031]

Another excellent presentation by Pierre Poilievre (Go ahead, booo away).

I ask you to take the time to listen to him. His points still hold true whether Trump exist or not.
-Reducing federal government expenses
-Stop printing money and driving inflation further up
-Remove government bureaucracies and red tape
-Kick out the criminal migrants
-Remove interprovincial trade tariffs

Many people dislike Pierre Poilievre not because of his policies but because of his personality and leadership style. Critics view him as combative, aggressive, and overly focused on attacking opponents rather than bringing people together. They argue that he often presents himself less as a prime minister in waiting and more as a political bulldog, constantly on the offensive. While that approach can be highly effective in holding governments accountable, questioning wasteful spending, and exposing weaknesses in policy, some voters feel it does not project the calm, diplomatic, and unifying qualities they expect from a prime minister. Critics also contend that his rhetoric can oversimplify complex issues and contribute to political polarization, leaving them concerned that he would be better at opposing a government than leading one.

 

[McG]

I am excited by the thought that the CPC may finally sort its crap out, and provide an electable alternative to the Liberals.

I hope for this but I worry that. in the leadership selection, the party will double-down on a populist with PPC-lite leanings instead of picking a grown-up PM-in-waiting.

 

[Halifax Tar]

I hope for this but I worry that. in the leadership selection, the party will double-down on a populist with PPC-lite leanings instead of picking a grown-up PM-in-waiting.

Is there an argument for going away from open votes by the party membership to one where only riding delegates get vote ?

I share your fears.