Tag Archives: Mark Carney

February 15, 2026 · 22:37

Who are they kidding?

That was what I was thinking when I got the following news articles. First there was ‘Rubio says US and Europe ‘belong together’ despite tensions’ (at https://www.bbc.com/news/articles/c2lrdq47149o), which is astounding as Rubio’s administration wanted to court someones else’s partner, fuck that partner and take whatever they could get (which is my version of the state of affairs) and I am pretty certain all Danes see it in the same way. So when we get “The US secretary of state told the Munich Security Conference: “We do not seek to separate, but to revitalise an old friendship and renew the greatest civilisation in human history.”

He criticised European immigration, trade and climate policies, but the overall tenor of the closely-watched speech was markedly different to Vice-President JD Vance’s at the same event last year, during which he scolded continental leaders.” I personally see the setting of “the overall tenor of the closely-watched speech was markedly different to Vice-President JD Vance” is (as I personally see it) set in two ways. The first way is that America is now ‘scared’ that like Canada, the EU will tighten trade settings with China and that ends a few things right there and right quick. The second one is that they are also worried that cash will run out before this administration leaves the White House, something that is becoming a real fear for them. They make claims on the ‘massive’ wins their economy is making, but the American people aren’t seeing that. Moreover, big tech just shed 165,000 people and at least 127,000 were let go in 2025. All these people need jobs and these jobs aren’t coming (back) and that is before you take into account what damage the hospitality is showing. The larger settings here are numerous ways that certain people aren’t being made aware of. Al Jazeera gives us ‘The US economy seems strong after a year of Trump, but is it really?’ (at https://www.aljazeera.com/economy/2026/1/19/the-us-economy-seems-strong-after-a-year-of-trump-but-is-it-really#) where we see “experts say, is that the stock market boom has helped to mask deeper underlying problems in the economy.” As well as “despite the impressive GDP numbers, that growth is not being accompanied by an increase in hiring. While hospitality and healthcare added workers last year, retail, manufacturing and construction – sectors that rely heavily on migrants – all shed jobs.” So basically these tech companies are doing decently well because they shed 127,000 jobs. Costs down, profits up. That is how I see it. And that is the preamble of a brain-drain, because the people need jobs and they will work for whomever pays them. And these so called ‘high potential workers’ will accept a job at ADNOC (or Aramco) to provide for their families, as such the brain-drain begins and they are nervous, because the Europeans are in pretty much the same setting and it is an employers market now. They will take the best for the jobs (as well as a few other reasons) and at that point the people will go where they are needed. And this is merely an example using two corporations. 

The second article was also from the BBC (at https://www.bbc.com/news/articles/cjrq2r9y278o) where we see ‘‘Trump will be gone in three years’: Top Democrats try to reassure Europe’ and as I see it, it is too late for that. They elected a president that made a mess of things, he is accused of appeasing Russia and has tried to take their lands and threaten them. There is something seriously wrong in the areas of the Unites States of America. So whilst they hear ““If there’s nothing else I can communicate today,” California Governor Gavin Newsom said at a conference event on Friday, “Donald Trump is temporary. He’ll be gone in three years.”” 

And there is the realisation that in three years there might not be a United States of America left. The mess is too intense, the chaos is unabating and the American administration mess with their ICE and other settings like the U.S. Customs and Border Protection (CBP) issues, the VISA integrity issues, the alleged data phishing settings and that is merely the first setting. It will take the best part of a decade to optionally win back Europe and the Commonwealth and they don’t have that kind of time. They too have their issues and together it might have worked out. With this administration the Commonwealth and the EU are seeing a non-option in play and that is the setting China has been waiting for. When China has the ear of the EU and the Commonwealth there is every chance that it will dump whatever bonds of the US treasury it has left and push the USA over the edge. That is an actual real fear that Wall Street has and the sugar coated messages does not alleviate that fear (like the Disney Credit Card). So these two settings are in the back of the minds of the shakers of the EU and the Commonwealth. So whilst we get ““The reason we’re here is to provide reassurance that we understand how important our European allies are,” Democratic Senator Jeanne Shaheen of New Hampshire said.” Their nation has elected a president who does not feel that way and that is the reality for the EU and the Commonwealth for at least three more years. A setting that seems to be lost on these people, or they might not be able to fix that problem. So after the first failed attempt to impeach him, he was convicted of 34 felony counts, he was reelected and makes a bigger mess of things and there is nothing the other side can seemingly do. As such the EU and the Commonwealth have had enough of that and they are looking for other options and in the back there is China looking at what is in it for them. And as I personally see it, China is merely one slam-dunk away from total victory. If the setting of “The EU faces a significant trade deficit, which exceeded €300 billion in 2024, prompting calls for more balanced trade.” I reckon that if China finds a solution when that deficit is lessened by at least €250 billion, the EU will consider that move and it will not be too costly for China either. Because the open door will give rather large opportunities and should their solutions be brought to the Middle East and the EU, China will be getting the better part of the deal, whilst diminishing the current footprint the USA has on these two regions. A setting that most fear, or they are in dubio because of what the USA ‘spouts’ (as the term goes) but the larger setting is out in the open and the actions of this President aren’t helping anyone, least of all the people of the United States and as I see it, should PM Mark Carney take the lead and set the trades in a prosperous setting towards the EU (and Canada of course) The Republicans and the United Stated are truly done for. Consider this nightmare, Microsoft out, LibreOffice and Tencent technology in. That could be a 20-40 billion a year hit to Microsoft and connected services. Then we get American Tower Corporation out and Huawei in. That is not a given, but the likelihood of that happening becomes more and more realistic, the actions of this America Administration is making this so and the American Tower Corporation is set to 149,000 communications sites and nearly 107,000 properties internationally. Now this will not go in a day, or even a year, but when these two, merely these two corporations shed 10%-20% revenue. It is my believe that the US Debt will strangle America within 2-3 years. That is the one setting no one is looking at and now that China has a dialogue with PM Mark Carney and Ursula von der Leyen that setting becomes as real as it can be. The question is how ready is China to take that lead, or perhaps they want to wait a year for the setting of the USA to become almost desperate, because there is only so much the USA can hide in papers and they are running out of space. 

Am I a doom speaker? I am speculating to a larger extent, but who knew that these two companies could throttle the USA? Who saw the Microsoft v OpenAI break up coming? Just simple questions that should be on the forefront of many minds and the problem is that the media is no longer to be trusted, it goes against their need for the digital dollar. The clickbait hype that too many media are focussing on. So where is the real news? Who had heard of the American Tower Corporation? Simple questions really. 

So have a great day and consider that Coffee with cream and sugar is written as “加奶油和糖的咖啡” till next time.

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February 11, 2026 · 20:42

Is anyone still in doubt?

That was the setting that was given to me by the Guardian, who produced ‘Mark Carney reminds Trump that Canada paid for key border bridge US president says he won’t open’ (at https://www.theguardian.com/us-news/2026/feb/10/trump-canada-windsor-detroit-bridge), this comes with the fun fact that the Guardian was trailing my previous article by several hours. So as we are given “Mark Carney said he had held a “positive” conversation with Donald Trump after the US leader threatened to block a new key bridge between their two countries, reminding the president that Canada paid for the structure – and that the US shares ownership.” This comes with the additional “Late on Monday, Trump posted a lengthy message on social media, falsely claiming that the $4.6bn Gordie Howe International Bridge between Windsor, Ontario, and Detroit, Michigan, had “virtually no US content”. The bridge is due to open in early 2026. In his post, Trump had also claimed that Canada owns both ends of the bridge and made a bizarre assertion that increased trade between Canada and China would include a ban on Canadians playing ice hockey.” So beside the ludicrous Hockey setting, and it is ludicrous as China has Kunlun Red Star is the most prominent Chinese professional ice hockey club. You know what? Because Canada has an evolving Chinese trade setting. Perhaps Prime Minister Mark Carney could invite Kunlun Red Star and let them play against some of the Canadian teams n Canada. Might be a sight to watch and whilst we all watch these games we could repeat the claims from President Trump on the big screens, so that the Chinese have something to laugh about to. So as we are given ““Now, the Canadian Government expects me, as President of the United States, to PERMIT them to just ‘take advantage of America!’ What does the United States of America get – Absolutely NOTHING!” he wrote.” As I see it, Canada paid for that bridge, as such the united States of America has a sweet deal here and there is another setting (my apologies mr. Prime Minster) it could open up a new stage of shipping Chinese EV cars to the united States, complete with Huawei routers (I have a sick sense of humor). But the story is not this, as I see it, after all the BS we are shown. I am more and more convinced that the United States of America is out of funds. The 2 billion due to the United Nations, we are also given that “In 2025, over $32 billion in U.S. clean energy and manufacturing projects were cancelled, largely driven by shifting federal policies, economic instability, and high interest rates. Impacting over 40,000 jobs, major project cancellations included EV battery plants in Georgia and Michigan, and massive offshore wind developments.” (Source: Fast Company) and that list goes on and when you get to the Jersey tunnel setting that is shutdown in the 11th hour, the only thing remaining is the lack of the US Bank Balance. The tantrums of the President of the united States might have something do to with the Epstein files, but when you see how hundred of thousands of jobs are thrown in the wind, I actually doubt it. The fact that the US can no longer foot the bills that previous administrations vied for and mostly opened funds for gives me the weird setting that we are watching the final hours of a functioning United States of America. And in this there is more, but there is no real link and it is a massive  speculation. You see, one day ago we saw (source: TechStock2) ‘JP Morgan’s return-to-office fight turns personal as staff warn of ‘career suicide’’ where we see:

  • About 2,000 employees—out of a workforce topping 300,000—have signed a petition urging the company to bring back hybrid work.
  • Other banks are also cracking down on office policies, widening the post-pandemic pushback reshaping finance from within.

I personally believe that it is set to the given mandate of secrecy, there are too many things you cannot keep under wrap in a hybrid workforce. I think that these last days might be massively lucrative for JP Morgan, but this is only possible when all heads look the same way and that is a non-option in a hybrid workforce. I believe that JP Morgan is seeing the water rise and it needs an attentive workforce (in the office) That is the setting that I personally believe is the case (remember: I could be wrong). And it isn’t only JP Morgan, other banks are in the same setting. As I see it, the party is over and to survive what comes requires a massive amount of focus and adherence to protocols. Now, I could be wrong, but the settings as they evolved over the last two months are giving me the shivers. Because when the economy of the United States goes down, Japan and the EU will take massive hits and I am not sure if they could survive these hits. Consider these points:

  • In 2024, bonds made up about 8.2% of total liquid financial assets held by U.S. households, though this percentage is generally much higher in conservative retirement portfolios.
  • The $52.1 trillion in total U.S. retirement entitlements includes $48.1 trillion in financial assets, with a significant share held by institutional investors like pension funds, which are heavy holders of U.S. Treasury bonds.

So, what do you think will happen with the US Treasury bonds when the US Administration forgo payment? Consider that you have maximum 6 months to see this unfold and when the US Bonds do take a dive, what will remain of the $52.1 trillion? (It is not a hidden trap, I actually don’t know how much of all this is in bonds, but it is a lot). Another connected piece of information comes from BitGet (source is unknown to me) where we see “JPMorgan Asset Management’s Chief Global Strategist David Kelly has issued a stern warning, stating that the current stock market boom is mainly supported by liquidity and the performance of large technology stocks, showing signs of a “bubble” and is clearly disconnected from the real economy. He described the current economy as a combination of “weak consumption, sluggish employment growth, and low public sentiment.”The report points out that the start of the first quarter of 2026 has been quite turbulent, with a significant reduction in consumer activity.” As such a bubble? And not connected to the economy? When did something like that ever go good? As such we see warnings from all over the field, but to see what is real and what not is anyones guess. You know if we have some kind of register where all this is put down? A place where we can rely on the information given? Because as I see it, the newspapers are too busy starting flames for their digital dollars and both these elements do not inspire confidence, but that might be merely me talking. 

So as I see it, with all the issues going on, it would be my (optionally fictive view) that a President of the United States would be bending over backwards to get allies, to get an active economy (not merely stating that is is beautiful) but that might merely be me. Although, Canada has a person in charge who used to be the Governor of the bank of England, what does he think?

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January 4, 2026 · 22:51

Does J stand for Jezebel?

That might be the question that I have, but I reckon it is not likely the question you have. You will think that J stands for John, like the book of John and many other references. But hear me out. I have always believed that doing the right thing for the wrong reason transform the setting to a corrupting one. And we should always avoid corrupting the ones we hail as important. I don’t have the lowdown on President Nicolás Maduro, some say he is vile, corrupt and many other things. I do not disagree. I merely do not know. I never stood still on Venezuela until President Trump attacked it, captured its tankers and a few other means of using planes to shoot down speed boats. The setting is an unnatural one. We cannot believe what the White House press corps tells us, it has gone that far at present and I reckon that at least two succeeding presidents will have to clean the mess this president is likely leaving behind. I believe that the setting of Horizon Forbidden West is a much more peaceful life, no matter how little time we have left. 

So that actions of President Trump should be seen, no matter how nice he plays it, as actions of a corrupting nature. He is out to get the oil. As I see it America is that broke at present and he isn’t even hiding parts of this. As we get told “US oil giants have so far remained silent on Donald Trump’s claim that they are primed to spend “billions and billions of dollars” rebuilding the Venezuelan oil industry following the ouster of Nicolás Maduro.” (Source: the Guardian) We heard earlier “President Donald Trump says the US will ‘take back’ Venezuela’s oil, arguing it should be used to reimburse Washington for past spending. According to Trump, the US will ‘run’ Venezuela after having seized President Nicolas Maduro and taken him to New York.” So, where does ‘Take Back’ come into play? What evidence is there? We are given “According to a 2009 US report, 90% of US cocaine is sourced from Colombia, with Venezuela and the Caribbean accounting for around 10% of US-destined cocaine trans-shipments in 2010. Another significant route is directed to export cocaine, marijuana and other illegal drugs via direct sea shipments from Venezuela to Europe, with half of all direct shipments to Europe between 2006 and 2008 originating in Venezuela. For decades, Venezuela has been major transit hub for cocaine trafficking, but had not been a major producer of cocaine until the 2010s.” (Sources: United Nations, World Drug report 2010). All this whilst President Trump its pardoning drug dealers? No, this was about the oil they have and a secondary evidence I call into fact that there are no armies invading Colombia, it has no oil. When actions are this blatantly transparent, we need to fear the inactions of the United Nations who hammers Israel anytime chance it gets, no matter how unwarranted it is. 

A mere 9 hours ago, ABC gave us ‘The Venezuela strike sets a new low for the world order — even by Donald Trump’s standards’ where awe are given ““This was one of the most stunning, effective, and powerful displays of American military might and competence in American history,” he told a press conference at Mar-a-Lago. But even in a world that has grown accustomed to a cavalier attitude toward international law from Mr Trump, the move’s blatant disregard for its strictures stunned political leaders and commentators around the world.” As well as “To be fair, none of the analysis in recent months of what the US might do as it ramped up its threats to Venezuela and Mr Maduro contemplated the possibility of the effective abduction of the authoritarian leader.” And it comes with “Mr Starmer was at pains to distance the UK from the operation and refused to say whether he believed it complied with international law.” We see another example where socialists are decidingly siding with the ‘pussy response’ as such as I see it, only liberal Prime Minister Mark Carney has any decent spinal cord in this. 

In addition the Australian Financial Report (at https://www.afr.com/policy/foreign-affairs/trump-has-no-idea-what-he-s-getting-into-in-venezuela-20260104-p5nrgb) gives us ‘Trump has no idea what he’s getting into in Venezuela’ an opinion piece, because as I see it, the media at large is playing the pussy card as much as they can. It came with the additional “It was also the stuff of spectacle: “I watched it literally like I was watching a television show,” Trump told reporters. Cubans and Danes in Greenland will worry they might provide the next episode.” I get it, the world worries, because if that happens, it boils down to America proclaiming war on Europe, that is how I see it. Yet in light of their diminishing banking setting I reckon that America will drain Venezuelan oil for the next two years. 

It is an unsettling setting. We cannot rely on the media to the larger extent and now America has become worse than Russia is, that is the reality that the Commonwealth has to look out for and in the backdrop China is smiling, because if they get the EU and the Commonwealth to sing the China sone, America ends up being isolated nearly completely. Commerce, Tourism and Technology is likely to end really quick. Is this what will happen? I cannot say, but the likelihood of the EU and the Commonwealth seeking shelter against this American setting is massively likely, but will they merely rely on each other, or will they seek a partnership with China? There is no data to provide an answer and this has never happened, so this version of AI is globally uncertain, it never have trained data of this extent before, so it will not know. It will merely guess at the behest of the programmer. Do you think that will be a wise decision?

Your guess is as good as mine. Have a great day today.

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December 27, 2025 · 16:49

The most dangerous sin

That is a setting that was meant for a new RPG I was designing, perhaps reengineering was the better term, because it was based on something done before, but I use it here and now. Set on a stage that the CBC gave us with (at https://www.cbc.ca/news/world/trump-bombing-strikes-peace-president-9.7028340) where we see ‘Trump claims he’s the ‘president of peace’ — so why is he bombing so many overseas hotspots?’ We are given “U.S. President Donald Trump earned plaudits from war-weary Americans when he promised during his first campaign to stop dragging the country into conflicts overseas he framed as a waste of money and personnel.

But his latest foray into hotspots on other continents, including launching strikes in Africa on Christmas Day, has some supporters questioning whether he really meant it when he said he’s “not going to start wars.”” It is one way to look at it, and I wonder if the CBC can see what is going on. They were at the foot of that setting from the very beginning. So when we see “Trump has since started calling himself the “peace president,” boasting about his role in helping end, by his count, eight wars so far this year. “THE PRESIDENT OF PEACE: 8 wars ended in 8 months,” the State Department said in a recent social media post with a picture of a triumphant Trump. The U.S. Institute for Peace was renamed in Trump’s honour at the direction of his officials.” And I wonder if it is merely me not seeing the setting, perhaps I am at fault? But as I see it, I am not driven with pride, the most dangerous of all sins. It is my firm believe that Pride tends to be in a bully, he/she things that pride is beyond them and they will reject it when they stare in the mirror of self-reflection, Only the prideful will reject the reflection they see there, it makes it the most dangerous of sins as the view of pride is rejected by those who see it, easily rejected by them who claim that the 51st State is a beautiful part of them, the need that Greenland is merely for National security and that they are entitled to the oil of Venezuela as their oil. No other nation could ever make that claim, no other nations has (as far as I know). 

So as we are given ““If anything, this administration is very pro-conflict,” said Clionadh Raleigh, the president and CEO of Armed Conflict Location and Event Data (ACLED), an independent and impartial conflict monitor, in an interview with CBC News. The peace talk is all “PR,” Raleigh said.” And we tend to agree with that setting, were it not for the obvious setting which is rejected by all, including the CBC. The self reflection of greed is impeding poverty and America is full of it, greed that is. It is spending money it does not have, making economic claims it does not own and rejecting the balance of its bankbook it never looks at. So whilst we see “While he previously claimed to have “defeated ISIS,” the radical Islamic group that has terrorized people in the Middle East and around the world for more than a decade, Trump’s been busy hitting them with American firepower in the closing days of the year as they show signs of a revival. On Thursday, Trump launched airstrikes on what he called ISIS “terrorist scum” that he said had been brutalizing Christians in Nigeria.” I honestly do not know how the setting in Nigeria is, but I was taught (over half a century ago) that Nigeria has an abundance of natural resources, most notably crude oil and natural gas, which drive its economy, but also boasts abundant solid minerals like coal, limestone, tin, gold, iron ore, lead, zinc, and gypsum. So as I see it, the need of the greedy comes into play just as the American made a move for the wealth of the 51st State (sorry Canada) and its brown oil, its water and several other minerals like oil, natural gas, gold, nickel, diamonds, and hydroelectric power. So did no one figure out the delusional need of the greedy Americans? And as for Greenland they have an abundance of (in snow covered plaines ) of zinc, iron, copper, gold, uranium, and potential oil/gas. It was not a hard puzzle, so what stopped CBC for solving this oversimplified puzzle? And this all saves a puzzle we were given by Matthew Bartlett, a Republican strategist and first-term Trump appointee to the State Department, who said “Americans deserve answers on how much further the administration is willing to go, given its past promises to avoid war.” And the answer is childishly simple. Thy are not and they cannot. They are in debt too deep (approximately $38.38 trillion as of December 2025, aka $38,380,000,000,000) the interest on that (when set to some metrics) we see Debt-to-Income (DTI) Ratio (monthly payments vs. income, e.g., under 36% good for loans) or a Debt-to-GDP Ratio (national debt vs. economic output) as such America needs to come up with $13,816,800,000,000 every year and that is no longer possible and I warned of that almost a decade ago (when it was merely 25 trillion), I used a simpler setting, I used the 6.05% interest calculation which is now $2,321,990,000,000 and even that is near impossible. To get there America has to Annex Canada or Greenland or take possession of the Venezuelan oil reserves, or now the Nigerian oil reserves. America is about to set the markers that they can no longer pay their sinful ways (and they will blame the Democrats for it all). But the story is that All Americans had a hand in all this, only former president Bill Clinton is awarded a full pardon, because he was the last president to keep the books in green ink (or black, but green fits better).

That is the reality of all we see and it is purely economical the this is settled under and there is no other way to see this. I am happy to be wrong, but the CBC better come up with decent evidence. 

All other paths are now firmly rejected and the economists in the EU could see this a long time ago. I am pretty certain that Prime Minister Mark Carney has known this for a decade, back to the days when he was Marky Mark of the British Bank. So his economic plan was a golden one and it was the only option Canada had, to make a plan where America becomes irrelevant (thanks Jimmy Kimmel) and that is the whole enchilada (yes, the Mexicans are helping Canada too). 

A setting that is now strangling America and even as Japan made certain moves, they are not out of the woods yet, when America falls the Euro and the Yen will make massive dives, will they survive? I honestly don’t know. I am not an economist, so I am not qualified to give this answers. I merely give this one as it fits nearly all data points I have seen on numerous data sheets going back years, so I have had this for a while. Why doesn’t the CBC, BBC, and others have this? That is the question you should be asking, but I reckon that these instances they will take it under advisement and hide under their desks (a speculated hiding place).

Have a great day, for this who want to know what the definition of sex 2025 is, you have 6 days to find out. I know, I should be ashamed, but I am not. Have fun in the process of failing that setting as well.

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December 24, 2025 · 06:38

The Greenland narrative

It has been less than 24 hours, but as I see it, every news agency repeats the same words “We have to have it” and “National Security” whilst there are many sources, I am going with the one where Al Jazeera hands us “United States President Donald Trump has stepped up his campaign to take over Greenland, declaring the Danish territory essential to Washington’s national security and appointing a special envoy he said would “lead the charge”.” It comes from ‘‘We have to have it’: Trump renews push for Greenland as Denmark protests’ (at https://www.aljazeera.com/news/2025/12/23/we-have-to-have-it-trump-renews-greenland-push-as-denmark-lodges-protest) I wonder why the rest of the world is not protesting too loudly. You see when you get a psychotic bully lying his way in the room, what will happen when he takes on the next guest, what happens when he starts again with the 51st state rhetoric, because that will happen. You see America is addicted to money, there is no reigning in this folly, we might recognise some of the signs in salespeople, driven to their pipeline at the expense of everything else. Compulsive financial behaviors, spending, driven by intense preoccupation, anxiety, or a temporary high, leading to negative life consequences like debt, and extreme stress, and they had plenty of time to adjust their way of thinking, but it will never come. So what will the world do? Protect Denmark and its colony Greenland? Let it slide? The only one upside I see is that when the Greenland ice melts (due to extensive mining), the trillions of real estate value in America’s eastern shores, in villages like New York and Washington DC. These places will evaporate and that is a good thing. We will see denials that they will take good care of Greenland, but their word has lost 99% value as I see it. So as CNN treats us to ‘Jim Beam pauses production at main distillery as bourbon inventories rise’ because no one is buying their drinks anymore and as we are given that 85% drop in spirits exported to Canada isn’t sold anymore, that rhetoric will need adjusting, the news gives us all kinds of ‘responses’ from Trump minded people on how Canada is so Liberal and the social values of Canada is leeching off America, the unsettling truth is not even whispered. America had to adjust its spending setting for over a decade, and now the final iteration is reached. As Greenland is trespassed on for whatever imaginary reason given the world abandoned the idea of being allies with America and the Commonwealth is likely to see the stage with the EU and optionally China. I reckon that China needs to get several EU nations on board. I reckon that Germany is the first to be brought on board. France will still hope that America turn away from Trumpism, but that is not a gives as America seems to rally behind the Kremlin. The definite setting is not the Kremlin, it is their own $38,000,000,000,000 ($38 trillion) debt that is managing the folly of America. And this will become a lot worse, because Canada is already rejecting America and soon others will too. America brazenly stated that they didn’t need their wood. Excellent, they found other sources to sell it to. And as the U.S. imports about 40% of the softwood lumber the nation uses each year, more than 80% of that from Canada.

President Donald Trump says that the U.S. has the capacity to meet 95% of softwood lumber demand and directed federal officials to update policies and regulatory guidelines to expand domestic timber harvesting and curb the arrival of foreign lumber. (Source: the conversation) we see the unspoken truth. The unspoken truth given here is that it was basic economy that shows tariffs to be a bad idea and the White House lacking basic economic skills is taking on the Prime Minister of Canada, Mark Carney. A rock star in economics, former Governor of the British Bank and he is walking circles around Wall Street and Wall Street is afraid, because as the economy is falling down, they merely have to look at that White House to see the guilty party. 

And as Canadian Snowbirds are avoiding their American nesting grounds (mainly Florida) these places go dark too. That is an annual multi billion dollar loss too. So whilst America is blaming liberal Canada, they merely shot themselves in the foot and whilst we see ‘little dipped’ numbers, we also know that American sources are hiding the real numbers in play making matters worse. The mess is a lot bigger than shown and it makes sense. Because no matter how Greenland unfolds at present, the pressure on Canada stays high because they are next on the ballot of America’s never ending need for greed. Greenland merely stops the immediate bankruptcy of America and unless nothing is done within 2-3 years, America still needs Canada and that reality is facing us all. So when will we say ‘enough is enough’? There is no stopping greed, it is eternal and those in power like being in power, as such spending habits will not wane which is the first essential thing to go to turn this about. But we were all told a lie, not one, but legion of lies like ‘it will be better tomorrow’, ‘AI will fix it all and Stargate is the way’ or 100 other questions fed to us by the media. All people in sales mode, including the media hungry for digital dollars and no one was making a basic tally of amount going out and amount coming in. That tally was basically never coming, because that requires tomorrow to be there and it never was and now Greenland (under the excuse of National Security) is the first place to fall for American Greed. So how will the world react?

As a commonwealthian I stand with Canada (unreservedly) but what about Greenland? As I see it, it is Danish territory and America trying to annex it should be seen as an attack on NATO and Denmark can invoke Article 5 and Article 5 of the North Atlantic Treaty states that an armed attack against one NATO member shall be considered an attack against all members as such America will invoke a war with NATO and they should come to the aid of Greenland/Denmark. Should that happen (still a presumed event) it would drown the American defense industry as all of its members will cut short all contracts with America. And as Canada are part of NATO, that setting will turn nasty in an instance as the Canadians are fed up being called the 51st state, so they have skin in the game.

I think it will not turn out this way because President Trump knows the pickle he is in. He send an envoy without diplomatic status to avoid Denmark, but as that falls flat he lost 3 out of 3 ‘pretty’ places to inhabit and as that option evaporates, America has no option but to foreclose on debts outstanding and that will not be the pretty picture we think it is. I speculatively reckon that this is less than two years away, even less when we consider that several income sources fell away during the year, tourism being the most obvious one.

So have a great day and remember to see the sunshine, it shines on the just and unjust alike.

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November 25, 2025 · 12:56

The Rock of stars

That is the setting we see and it matters. The BBC gives us (at https://www.bbc.com/news/articles/cx2ek2d9y61o) ‘Carney says trade talks with Trump to resume ‘when it matters’’ with the underlying “Asked when he last spoke to Trump, Carney responded: “Who cares? It’s a detail. I’ll speak to him again when it matters.” The prime minister’s remarks come after trade talks were derailed last month when Trump took offence at an anti-tariff advertisement featuring Ronald Reagan, which was aired by the province of Ontario.” It is the “Who cares?” That mattered. It had the Canadians in stitches, but the underlying truth is also there. America is done for under this administration. We all have heard how ‘Canada’ does not mean anything to President Trump except as a 51st state. And the Canadians are pissed and that is merely the beginning. But as the American administration thought that they had an upcoming minion and under Prime Minister Mark Carney Canada is showing itself to be the one nightmare you do not want to mess with and It is costing America nearly everything they have to stop this doom-setting from unfolding. 

In other news we are given (by CBC at https://www.cbc.ca/news/politics/ottawa-alberta-mou-energy-pipeline-9.6990768) ‘Ottawa, Alberta agree to broad outlines of energy deal, including support for pipeline’ where we see “Prime Minister Mark Carney and Alberta Premier Danielle Smith have agreed to the broad outlines of a memorandum of understanding that would give Alberta special exemptions from federal environmental laws and offer political support to a new oil pipeline to the B.C. coast, CBC News has learned. The deal is set to be formally announced at a joint Carney-Smith news conference in Calgary on Thursday.” In this setting there is no America and with this there is an additional setting that gives Vancouver additional revenue streams and none of it is going to America. And hours ago CBC gives us ‘Carney, Modi agree to launch negotiations on new Canada-India trade deal’ with the text “In a social media post published Sunday afternoon, Carney said a trade deal could double Canada-India trade to $70 billion.” This comes after the UAE deal made and that puts Canada as the front runner for a massive revenue gain in several ways and whilst the Canadian Conservative Party gives us (via CTV) “Conservative MPs slammed Prime Minister Mark Carney Monday over dismissive comments he made recently when asked about stalled trade talks with U.S. President Donald Trump. While taking questions from reporters in Johannesburg on Sunday, Carney was asked when he last spoke with Trump and replied, “Who cares?” “I look forward to speaking with the president soon, but I don’t have a burning issue to speak with the president about right now,” he said. “When America wants to come back and have conversations on the trade side, we will have those discussions.”” This comes even as the latest information is given that another impeachment trial is awaiting President Trump before Christmas. As such the ‘who Cares’ seems spot on, whatever deal can be made will not happen this year and in the meantime Prime Minister Carney has already two victories and whilst the Star (that one from Toronto) gives us (at https://www.thestar.com/business/opinion/while-an-erratic-trump-ignores-canada-carney-quietly-cements-international-investments-elbows-up-indeed/article_bdbeeb99-7691-4118-8c09-dff12fa0927e.html) ‘While an erratic Trump ignores Canada, Carney quietly cements international investments. Elbows up, indeed’ where we see “It’s been about 10 months since U.S. President Donald Trump declared economic war on Canada, and there has been no progress in ending the debacle. That failure is not Canada’s fault. Trump is playing another of his games with us, this time giving us the silent treatment.” In the meantime Canada and its Prime Minister got to work (elbows up they call it) and made deals with world leaders attending the G20, that is that trade show that President Trump ignored, or he misplaced his invitation. But he is not there, as such Canada is making deals. So whilst the haters and devoted ‘Conservative Party members’ call ‘Wasting money’ This PM is making deals that will push new boundaries in revenue for Canada, making it a profitable country for its citizens. So whilst the the Trump administration is currently keen to scrap the trilateral trade deal among the U.S., Canada and Mexico, Canada is making new deals with Mexico that makes America (kinda) irrelevant. Its all in a days work for the formerly known Marky Mark of the British bank. And as a former Governor of the British Bank he knows who is guarding the coffers of their respective nations and Canada is making headway to nearly all of them. Another loss for America.

And the Financial Post (at https://financialpost.com/news/carney-world-us-stresses-new-ties) gives us ‘Carney says world can move on without U.S., stresses new ties’ with the supporting text “Prime Minister Mark Carney said the world can make progress on a range of issues without the U.S., and that consensus reached at a Group of 20 leaders’ meeting in Johannesburg this weekend carries weight despite a boycott by United States President Donald Trump’s administration.” And as I personally see it, the G20 that could have ‘saved’ America in more than one way is now the stage where America is made irrelevant. OK, irrelevant is perhaps a bit strong, but the setting that these 18 world leaders are happy not having to dance with President Trump is almost the centre stage as the media gives this to us. As such we are given “After a Nov. 20 meeting in Abu Dhabi with United Arab Emirates President Sheikh Mohamed bin Zayed, the Gulf country committed to investing $70 billion in Canada, Carney said, without providing specific details. That’s the biggest investment pledge Canada has ever received. “We’re signing new deals and finding new investors to fuel our plans for Canada’s economic ambition,” he said. “We’ll expand trade and catalyze investment in increased partnerships across a range of areas from AI to energy in the Indo-Pacific and Europe.”” As I see it, it is the better part of a $140 billion deal that America missed out on, and they could really afford losing this much (that part was sarcasm for those who fail to recognise it). As I personally see it, Mark Carney came at the right time and now Canada is the frontrunner as an investment partner. As investments I can see one other place. Oracle, as I see it Oracle has only 2 data centers and they will need a third one if I understand the settings from America correctly. Microsoft has to open its data-gates to Federal authority and when that really happens many will scream and seek other venues outside of the US and Oracle might be the better solution there too. So as I see it, there is plenty of investment to come and that would never have happened under Pierre Poilievre, so he can campaign all he wants, but the Canadian people are on to him and he doesn’t stand a chance against Mark Carney. So there is a larger setting where America is becoming irrelevant and mostly done by there own actions and Mark Carney saw the opportunity for Canadians and he is grabbing that with both hands. 

So the haters can throw whatever they want on social media, but we all know better (even the Commonwealthian people outside of Canada) Carney is gold, he is the Rockstar of Canada, even Stevie Nicks and Celine Dion agree (my presumption) and as we see this, he is also becoming the Rock of Stars in the global political community, they all want their selfie with him.

Have a great day, I am closing in on the midweek, a mere 11 hours to go.

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November 21, 2025 · 21:23

Amalgamation anyone?

Several settings came across my eyes. First there is the big hit that Prime Minister Carney made in the UAE, some say it comes down to a $3 trillion dollar investment, which is great for Canada. I reckon the northern pipeline that makes America obsolete in this instance has something to do with it. Then there was the rating of 2.3 (out of 5) that Epic Universe scored and I thought that was weird, but the personal ratings with over 250 giving it a 1 rating does not lie, but there was a person who looked into this and made a solid case. The person Andrew Platt gave a good rundown, which made me wonder how Epic Universe was designed. Who was the so called ‘manager of bad times’ The rundown (at https://www.youtube.com/watch?v=Y4wgErXyV14) should be watched by anyone who want to go there. And he looked at stuff I never would have, because (until President Trump took over) I was on that bulk of people wanting to see that place. So at this time, it will be another persons problem and there will be lots of finger pointing into this mess, considering that when the weather is bad, 60% is unavailable is a rather large setting. As such Abu Dhabi and their Warner Brothers theme park upcoming will have a great time adjusting for the thousands of Europeans, Canadians and even Americans. It is the consequence of bad management and a few other matters. But these issues keep on coming. Ill be honest, I never considered these factors, but Universal management should have seen the coming before they poured in 7 billion dollars. The idea of a few hundred million to put it under a roof doesn’t seem to ridiculous now, does it? News dot com dot au gave us in April ‘$13 billion Universal Epic Universe theme park is the biggest, most expensive theme park ever’, as such I never considered what Andrew Platt reported on. So check out his video before you book an expensive hotel in Orlando. 

Then ABC News gave us a mere 5 hours ago ‘‘Buying the dip has become a dangerous sport’ as nervous global share markets dive’ (at https://www.abc.net.au/news/2025-11-21/tech-bubble-asx-nasdaq-dow-jones-sell-off-japanese-bonds/106036078) this gives us “Markets are nervous because more than $US2 trillion ($3.1 trillion) was wiped off Wall Street last night in a matter of hours. Where did the money go? Some went to Japan. Indeed, enough money took flight for some to ask whether the multi-trillion-dollar US tech bubble has now popped.” In addition we see “Bitcoin moved further into bear market territory overnight, plunging a further 5 per cent to under $US88,000 ($136,000) — down roughly 28 per cent from its all-time high.

IG market analyst Tony Sycamore recently questioned whether Bitcoin was the “canary in the coal mine” for overall sentiment in global financial markets.” I cannot argue the ‘canary in the coal mine’ because I am not that deep into anything economically related, but 18 hours ago, Marketwatch (at https://www.marketwatch.com/story/americas-sugar-daddy-just-went-broke-and-youre-stuck-with-the-bill-a74b35c9) we see ‘America’s ‘sugar daddy’ just went broke — and you’re stuck with the bill’ it, reflects my story Yesterday ‘Big in Japan’ (at https://lawlordtobe.com/2025/11/21/big-in-japan/) but with a few more angles. With “Because Japan owns $1.2 trillion in U.S. government debt — more than your weird uncle owns in grievances — and when your biggest lender suddenly discovers it can make money at home, it tends to stop financing your lifestyle. It’s like your friend finally realizing he’s been picking up every bar bill since 1985.” That setting and the others are showing the cracks in the ‘fabulous armour’ called America. Dip after dip after disaster is hitting those shores at present. And Marketwatch gives us ‘Wall Street finally catches on’ with “For months, the market was too busy pricing AI stocks and parsing Elon Musk’s latest proclamation to notice Japan’s bond yields climbing.” And as I see it, they should have been on top of all of it. They wanted their golden throne, but that implies you better keep everything under sight and that is their responsibility. So when the markets panic in the next 96 hours, it will also be on them. All by themselves it all seems manageable, but as a collected setting of bad news for America, there is a larger concern, the seams are breaking and as such the money-tub called America is fumbling in the hands of those who were managing the outcome of that revenue. 

When you come to think of it, I made a presumptuous statement that Americans would ‘invade’ Canada just to get away from America and that setting is a lot more real at this time, because when we see the Financial Review giving us ‘Major super funds count exposure to billion-dollar US solar collapse’ where we see “AustralianSuper, HESTA and the Queensland government’s investment arm, QIC, have an indirect exposure to the prominent bankruptcy case due to substantial interests in one of its biggest backers – Generate Capital. One of Generate’s directors is QIC’s head of global infrastructure, Ross Israel” a mere 4 days ago. In addition we are seeing “Pine Gate has raised more than $US7 billion ($10.7 billion) since it was founded in 2016 and owes creditors including Brookfield and Carlyle around $US6 billion. The company blamed growing uncertainty for overseas investment in the United States and hostility toward green energy since the return of Donald Trump to the White House as reasons for its collapse, along with the revocation of tax credits for solar projects.”And this is only one of many and that is before we consider the AI Bubble (which is denied to exist by Forbes) but the impact on retirement funds will be massive, in nearly any place that has put their money in this. So when the retirement funds collapse, where do you think these people will go? Where do the people go when there is no future in where they are? They go the places that has a future and at present that is Canada (Mexico too). Is this the future? 

You see Amalgamation comes with a danger. You cannot add a bucket of oranges to a bucket of apples and set the stage that you now have 2 buckets of fruit, because the analyses of fruit has different properties, but it can be done to get a little better view in the overall stage, as long as you consider that it is a flawed view and I get that. The Epic Universe stage showed me that I knew too little about that side of the flaw on the matter and me trying to explain it one way is no resolution on any other way. 

I knew that Abu Dhabi was a great vacation destination because I had done my homework on a number of things as such I knew that the UAE was a great place to see (or move to) but the larger impacts are not given, the impact can only be seen where we have all the data and some of the data is kept from us, other data cannot be verified, as such it is a terrible mess. And in this Amalgamation is not really the solution either, but it is all I have to show the dangers of some places. 

In this I bid you a great day and try to enjoy the upcoming weekend, so let’s make it a great weekend.

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November 21, 2025 · 01:16

Big in Japan

It is not a song by Alphaville, they did that in 1983 I believe. But a few months ago (May 4th, at https://lawlordtobe.com/2025/05/04/the-nature-of-things/) I raised a setting that gave us “Japanese finance minister says selling U.S. bonds a “card on the table”’ with the yowza response “Japanese Finance Minister Katsunobu Kato said Friday that the country’s $1.13 trillion in Treasury holdings were a “card on the table” in trade talks, The Associated Press reported.” Talking about the tiger that feeds himself with your hand, and the added text becomes “Japan is one of the five largest U.S. trading partners, as well as a rock-solid ally in the region, so there was some surprise when the U.S. hit the country with a 24% reciprocal tariff in early April.”” I had Axios and a few other sources. And that was all there was to it, the news simmered down and the news was forgotten, except that is why I have my blog. I don’t tend to forget things. So when I got the news a few days ago I saw a YouTube video that Japan was dumps its US bonds. A fear that many have. And I started to seek that news from more reputable sources. Most had nothing, but (at https://medium.com/@nationalgoldgroup/japan-is-dumping-us-debt-and-americans-will-feel-it-31ec6a1f3870) But Medium gave us ‘Japan Is Dumping US Debt — And Americans Will Feel It’ but that is all there is. Now, I would be hesitant to give this out, especially as the Financial Times and the WSJ have nothing on this, even the Japanese Times (an English version) has nothing. So what gives? Are these doom speakers? Because that news would be grim for America. They give us “That’s basically what Japan has been doing with US Treasuries since the 1990s. They’d print Yen at 0% interest rates (basically free money), convert it to dollars, and buy up American debt in the form of US Treasuries. Then they’d sit back and collect the interest payments. This strategy pumped trillions of dollars into global markets over the years.

And more importantly, this arrangement made everything in America artificially cheap.” But as we see the next bit “suddenly, the cheat code stopped working. The math that made the carry trade profitable for 30 years just flipped upside down. Japanese pension funds looked at their spreadsheets and realized they were losing money on US Treasuries. So they started selling. Billions of dollars worth. Every single day. Imagine you’ve been lending money to a friend for years, making a nice return. Then one day, you realize you could make better returns just keeping the money in your own savings account. What would you do? You’d ask for your money back.” So, is this true? America could ask Mark Carney as he is an excellent economist, but there is a chance he is not taking their calls. What surprises me is that all the media is silent on it. But 2 days after my article, on May 6th we got “If Japan sold massive amounts of US debt, it would very likely spark a massive Treasury selloff. Treasury rates would in turn sharply increase, making it more expensive for Washington to borrow and freaking out investors along the way” (source: CNN) but at present, these YouTube and their allotment of ‘financial show’ jokers are seemingly doom speaking, because as I see it, this is all it is. The problem is that doom speakers tend to make others jittery and China has over $700 billon of those puppies. The Medium ‘knowledge’ comes from the National Gold Group and I am not setting any value on that, but the fact that the ‘set’ financial newspapers (Guardian, Wall Street Journal, Financial Times) have nothing on this, they do not even debunk that news. So I am looking at the playing field with a dim look (as I have an absent economic degree). And I am not joining any doomsayer on their doom binge. But YouTube has a few more sources and they are all dancing around the setting, like they ant to refer to news they had given, but they are not giving it. As I see it, if it isn’t in the newspaper (online or not) it doesn’t exist, but the news is a little unsettling, because if Japan goes, so does China soon thereafter and America has 2 trillion in US treasury bonds that no one wants. So, what do you think that does to the American economy? I reckon that China likes the idea, but it doesn’t want to start it and that is where Japan comes in. Is it real? I honestly do not know, but I do know that after the shenanigans America did to others, there is a hidden glimmer of fun to several people should this happen. So I have concerns on this, but I am adamant in saying that there is no verifiable setting that this is actually happening at present. And I feel strongly about giving this additional message.

I will report on happening, not create fictive settings that start something.

Have a great day, it’s fish day here now. I might go for some today. So, make sure you find a reputable source if you are going to be panic stricken because anything else might cost you a lot more than you think and in case of doubt, Ask the former Marky Mark of the British Bank (at +1-613-957-5555) he knows a lot more about this than I do.

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November 19, 2025 · 16:47

I lost my marbles

Like Poodles, I seem to have misplaced my marbles. AKA I lost them completely. Now only 9 hours ago I shouted that I am sick of the AI bubble, but a few minutes ago I got called back into that fray. You see, I was woken up by an image.

This is the image and it gives us ‘Oracle’s $300bn OpenAI deal is now valued at minus $74bn’ there is no way this is happening. You see, I have clearly stated that the bubble is coming. But in this, Oracle has a set state of technologies it is contributing. As such, where is the bubble blowing up in the face of OpenAI and Microsoft? In this, the Financial Times (at https://www.ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89) is giving us ‘Oracle is already underwater on its ‘astonishing’ $300bn OpenAI deal’. So where is the damager to the other two? We are given “OK, yes, it’s a gross simplification to just look at market cap. But equivalents to Oracle shares are little changed over the same period (Nasdaq Composite, Microsoft, Dow Jones US Software Index), so the $60bn loss figure is not entirely wrong. Oracle’s “astonishing quarter” really has cost it nearly as much as one General Motors, or two Kraft Heinz. Investor unease stems from Big Red betting a debt-financed data farm on OpenAI, as MainFT reported last week. We’ve nothing much to add to that report other than the below charts showing how much Oracle has, in effect, become OpenAI’s US public market proxy:” There might be some loss on Oracle (if that happens) and later on we were given (after a stack of graphics, see the story for that) “But Oracle is not the only laggard. Broadcom and Amazon are both down following OpenAI deal news, while Nvidia’s barely changed since its investment agreement in September. Without a share price lift, what’s the point? A combined trillion dollars of AI capex might look like commitment, but investment fashions are fickle.” And in this, I still have doubts on the reporting side of things. From my own feelings (not hard core numbers) that Oracle and Amazon are the best players to survive this as their technology is solid. When AI does come, they are likely the only two to set it right and the entire article goes out of its way to mention Microsoft. But in all this Microsoft has made significant investments in OpenAI and has rights to OpenAI’s Intellectual Property (IP). This comes down to Microsoft holding a stake in OpenAI’s for-profit arm, OpenAI Group PBC, valued at approximately $135 billion, which represents about 27% of the company. So how is Microsoft not mentioned? 

As such how come Oracle is underwater? Is it testing scuba gear? And if the article is indeed true, what is the value of OpenAI now? Because that will also drown the 27% of it (holding the name Microsoft) and that image is missing from that equation. If this is the bubble bursting, which might be true (a year before I predicted it) then it stands to rights that this is also impacting Amazon, Google, IBM, Microsoft and OpenAI. As such this article seems a little far fetched, a little immature and largely premature by now naming all the players in this game. I personally thought that Oracle would be one of the winners in all of this, or better stated a smallest loser in this multi trillion bubble.

So what gives?
And in this I might be incorrect and largely missing the point, but a write-off to the amount of nearly half a trillion dollars has more underwriters and mentioning merely Oracle is a little far fetched, no matter how fashionable they all seem to be and for that matter as Microsoft has been ‘advocating’ their copilot program, how deep are they in? Because the Oracle write-off will be squarely in the face of that Nadella dude. As he seemingly already missed the builder.ai setting, this might be the one ending his career and whatever comes next might want to commit suicide instead of accepting whatever promotion is coming his way. (I know it is a dark setting) but the image is a little disconcerting at present. And the images that the Financial Times give us, like the Hyperscaler capex, show Microsoft to be 3 times in deeper water than Oracle is, so why aren’t they mentioned in the text? And in those same images Amazon are in way over their heads and that is merely the beginning of a bubble going sideways on everyone. As such, is this a storm in a cup of water? If that is so, why is Oracle underwater? And there is ample reason to see me as a non-economist, I never was on wanted to be one. But the media as gives raises questions. And I agree, Oracle is on a long way to break even, but if they do not, neither are Amazon, Microsoft and OpenAi and that part is seemingly missing too. If anything, Larry Ellison could pay the shortcomings with his petty cash (he allegedly has 250,000 million) that is how own die and the others won’t even come near that amount. 

So whilst we wait for someone to make sense of this all, we need to walk carefully and not panic, because these settings tend to be the stage where the panicky people sell what they can for dimes to the dollar and that is not how I want to see players like Microsoft jump that shark. This is not any kind of anti-Microsoft deal, it is them calling the others not innovative whilst there isn’t a innovative bone in that cadaver. So whilst we want to call the cards. The only thing I do is calling the cards of the Financial Times and likewise reporting media calling out the missing settings of loss towards Microsoft and OpenAI. It is the best I can do, I know an economic major who could easily do that, but he is busy running Canada at the moment.

Have a great day and I apologize for causing an optional panic, which was not my intention.

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November 15, 2025 · 02:12

Trumping it along

That is the setting as President Trump proclaimed publicly “We don’t need Canadian lumber” and then Canadian wood product (lumber and utensils too) got a tariff hike. So as American lumber is needed in construction it would not be starting at a 25% depletion of that market (12 billion board feet) is now going somewhere else, Canada has had enough of this bully tactic and that is going to cost America a lot more than ever considered. It is about to cost America well over an additional $23 billion (source: Capital Briefs) and that was merely the start of this. Now the Financial Times gives us ‘Canada to reroute lumber exports as Trump’s tariffs bite’ (at https://www.ft.com/content/e56e8bb0-6dc0-4447-a907-e95164cec8e5) where we see “Canadian producers are seeking to divert around 10 per cent of the lumber normally sent south of the border to new buyers in the UK, EU and Middle East after the US president in September added a 10 per cent tariff on lumber, on top of an existing 35 per cent duty. The aim to send some 1bn board feet to alternative markets — enough to build at least 75,000 average size American homes — underscores how Trump’s tariffs are starting to reshape some global supply chains, although tensions between the US and Canada over wood exports have simmered for more than half a century.” With the added ““The US simply needs to fact-check better before they end up with a large shortage of lumber that may cause further housing shortages,” said Rick Doman, chair of the Forestry Innovation Investment board of British Columbia, which produces over half of Canada’s lumber. Washington’s escalating trade measures towards Ottawa have led to shutdowns and job losses in Canada’s C$87bn ($63bn) forestry industry, one of the country’s largest employers.” We see that Canadians have had enough of the voice from Washington DC, with Canada shifting towards Europe and Asian Markets, as well as stocking up on renewable products the setting becomes a global setting where America can now no longer fuel its own softwood needs driving housing prices through the roof (except for Florida where the Canadian snowbirds are putting their  houses up for sale, leaving in excess of 175,000 houses empty and deserted). That is the setting America no faces and whilst America accuses Canada itself as a dumping ground, they better come up with the evidence and as we see “Zoltan van Heyningen, executive director of the US Lumber Coalition, a lobby group, said the American timber industry could replace 1bn board feet of Canadian imports “without batting an eyelid”” that person better prove to be true to his word, because as it stands Canada is withdrawing over 3 billion board feet of wood. And the NAHB gives us that  “With American sawmills operating at just 64 per cent of capacity it “will take years” for US domestic lumber production to expand to meet industry demands” and in that meantime it will be shredding nearly every environmental document it has, because as I see it, the nearest place it can go to is Washington State and I reckon it will cost a few more pennies to get all these trucks up and going. In the meantime we see that “the US relies on a further 12bn board feet of softwood lumber from Canada for use mostly in housebuilding. Even allowing for spare US sawmill capacity and average recent American exports of 1.3bn board feet a year, the US is currently 3.2bn board feet short of meeting current demand, according to analysis by Fastmarkets, a price reporting agency.” And the ‘graphs’ all show that America depends on almost 30% Canadian wood, when that all falls away its own wood export collapses to zero. And that gives America a new mess to deal with, because Canada is eager to make long term agreements with Europe and Asia, which means that the next administration inherits this mess in 2028 and there is no going back. And as I see it, the bill will be passed on to Weyerhaeuser, West Fraser and Sierra Pacific Industries who will have to increase their produce by almost 50%, to make up for the shortages it faces, so in what reality did you ever see that happen? 

It might sound like an amazing option for these three, but in the American setting it does mean that nearly every environmental agreement will have to be torn up to even make this work. In the meantime Canada is expertly drilling into a $280 billion market and is seemingly doubling that within the next decade, as Canada is now moving from a resource player to more highly valued products, its margins will increase nearly exponentially and is becoming the new innovator on the block and that will ease the pressures that America thought they would hand them, their plan for Canada becoming the 51st state is blowing up in the faces of Politicians in Washington DC and that is the short and sweet of it for Canada. The hardship handed by president Trump is becoming the opportunity for PM Mark Carney. And Canada is loving the outcome of this setting, because as such high value products are to be made in Canada, giving them the setting from $255.20 towards a more then doubled market that is to come and as China replaces America as the number one export country, there will be additional settings there too. An opportunity that Canada will handle with care while in the same time increasing its export to Europe. As I see it, America merely shot itself in the foot (yet again) and that setting is to be crowned as the number one achievement for the Administration carrying that royal crown. It tried to diminish the economic footprint of its northern partner, instead it opened a new revenue handle and increased its export standing with both the EU and China. And as I see it, at no significant initial loss to Canada and over the next few years it will show a significant surplus to boot. 

A setting the Commonwealth prices and a big round of applause is handed in the direction of Prime Minister Mark Carney who is now seen as the big winner (perhaps he will accept a Nobel peace price in 2026?)

Well, you all have a great day and special mention for Capitol Brief and the Financial Times for their support in this. It is 02:00 now. Time for me to introduce myself to the procedure of snoring.

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