Arthur Vandelay (@arturovandelayi) 's Twitter Profile
Arthur Vandelay

@arturovandelayi

Portfolio Manager w/25+ years experience. Run separately managed portfolios. Macro/TA driven. Do your own due diligence

ID: 1560553347270287362

calendar_today19-08-2022 09:05:25

26,26K Tweet

2,2K Followers

292 Following

Arthur Vandelay (@arturovandelayi) 's Twitter Profile Photo

Question for elbows up gang If Trump tariffs are the existential threat of our generation, can you please explain why up to 300% tariffs imposed by Canada on eggs, dairy and poultry are acceptable?

Arthur Vandelay (@arturovandelayi) 's Twitter Profile Photo

Folks after a slow start to spring/summer listings in my typically low turnover neighborhood, have seen a flood of detached listings in last wk $1.8-$2.3M If rates back up in near term, detached market just might get uber ugly. My market currently lowest avg. # of days on mkt.

Arthur Vandelay (@arturovandelayi) 's Twitter Profile Photo

Plenty on X on my timeline lamenting the rise of socialism, especially in under 30 crowd. As long as avg price of home is 8-10 avg income as it is in many major markets, folks losing faith and hope in a system that has failed them, will seek alternatives.

Arthur Vandelay (@arturovandelayi) 's Twitter Profile Photo

Remember when sparkle socks & his deputy told us "we take on the debt, so Canadians don't have to"? Turns out not only did Canadian plebes have to, they did it in style racking up highest private debt GDP in G7 at 280% Elbows up or down FranΓ§ois P Champagne Chrystia Freeland

Arthur Vandelay (@arturovandelayi) 's Twitter Profile Photo

Ra ro, Raggy. πŸ‡―πŸ‡΅30 year through 3.20% tonight. Yield has tripled in 2 years. πŸ‡―πŸ‡΅also have dubious honor of worst sovereign debt/GDP in G7, G20 & OECD at 254% πŸ‡―πŸ‡΅ also largest foreign owner of US treasuries πŸ‡―πŸ‡΅ have worst demographics w/upside down population pyramid πŸ€”

Ra ro, Raggy. 

πŸ‡―πŸ‡΅30 year through 3.20% tonight. 

Yield has tripled in 2 years.   

πŸ‡―πŸ‡΅also have dubious honor of worst sovereign debt/GDP in G7, G20 & OECD at 254%

πŸ‡―πŸ‡΅ also largest foreign owner of US treasuries

πŸ‡―πŸ‡΅ have worst demographics w/upside down population pyramid
πŸ€”
Arthur Vandelay (@arturovandelayi) 's Twitter Profile Photo

Tough for πŸ‡¨πŸ‡¦ to get any closer to πŸ‡¨πŸ‡³ without an official takeover given every level of government, judiciary & law enforcement fully captured.

Arthur Vandelay (@arturovandelayi) 's Twitter Profile Photo

Anyone else see the delicious irony in heavy oil as Carney's number one (only?) negotiating lever in trade talks with πŸ‡ΊπŸ‡Έ πŸ‡¨πŸ‡¦ export 4.3M barrels per day to πŸ‡ΊπŸ‡Έ, a large percentage of which is heavy oil critical feedstock to πŸ‡ΊπŸ‡Έ refinery network

Arthur Vandelay (@arturovandelayi) 's Twitter Profile Photo

June CPI up 0.3% in line w/elconsensus while core up 0.2% vs 0.3%. Earnings rollling starting w/big banks reporting decent numbers. $BLK out with best but missed on inflows Large cap better than small, growth over value. Advancers slightly over decliners.

Arthur Vandelay (@arturovandelayi) 's Twitter Profile Photo

From the "if you can't beat 'em, join 'em" playbook, buy $BAM.TO Here are some of elbows up crowd's initiatives below & Brookfield's ability to fulfill said initiatives Build 500k🏑/yr βœ… Renewables growth βœ… Infrastructure βœ… Private credit βœ… Multi-family units βœ…

From the "if you can't beat 'em, join 'em" playbook, buy $BAM.TO

Here are some of elbows up crowd's initiatives below & Brookfield's ability to fulfill said initiatives

Build 500k🏑/yr βœ… 
Renewables growth βœ… 
Infrastructure βœ… 
Private credit βœ… 
Multi-family  units βœ…
Arthur Vandelay (@arturovandelayi) 's Twitter Profile Photo

UST30YR just through 5%. USD catching a bid w/ $DXY +0.50bps. $SPY flat but 10/11 sectors in red w/ $XLK only sector green $MAGS +0.8% Tells - $XLF -1.3% on decent numbers from $WFC $JPM $C πŸ‘€ $BLK -7% Decliners now 2.5-1 over advancers

Arthur Vandelay (@arturovandelayi) 's Twitter Profile Photo

In the 🍌 republic without the 🍌 destruction from within and not even trying to hide it. Things gonna be lit in HOC in September!