Simon Belanger (@fiat_iceberg) 's Twitter Profile
Simon Belanger

@fiat_iceberg

Co-host of @cdn_investing podcast 🎙 | Investing | Stocks | Macro | #BTC | 🇨🇦| Not investment advice

ID: 1351288280936030209

linkhttps://thecanadianinvestorpodcast.com calendar_today18-01-2021 22:01:21

3,3K Tweet

6,6K Followers

441 Following

Simon Belanger (@fiat_iceberg) 's Twitter Profile Photo

Wanted to see how Allied Properties REIT has done since I sold it last may. Added some previous numbers for context. In short, not good. $AP-UN.TO

Wanted to see how Allied Properties REIT has done since I sold it last may.

Added some previous numbers for context.

In short, not good.

$AP-UN.TO
Simon Belanger (@fiat_iceberg) 's Twitter Profile Photo

Canadian Tire's Net Credit Card Write-Off rate was 4% in Q1 of 2022 and reached 7.1% in Q1 2025. Not exactly the most reassuring data point for the Canadian consumer ...

Simon Belanger (@fiat_iceberg) 's Twitter Profile Photo

Moody's saying that DOGE will have little to no impact on the current trajectory of the US debt in their US debt downgrade announcement 'We do not believe that material multi-year reductions in mandatory spending and deficits will result from current fiscal proposals under

Bob Elliott (@bobeunlimited) 's Twitter Profile Photo

The Canadian economy was already in a malaise and is now quickly deteriorating with a recession on the horizon. Plunging business conditions, weakening employment, and the rolling over of the critical housing market all point to the need for further easing ahead. Thread.

Simon Belanger (@fiat_iceberg) 's Twitter Profile Photo

Thank you Amber Kanwar Amber Kanwar for joining me on the podcast. It was great chatting and know you'll crush it in the podcast format! Listen to the full episodes 👇 Spotify open.spotify.com/episode/7hJXkp… Apple Podcast podcasts.apple.com/ca/podcast/the… Web thecanadianinvestorpodcast.com/podcast/the-ca…

Simon Belanger (@fiat_iceberg) 's Twitter Profile Photo

99.9% of politicians can't help themselves but spend more. Pick a country and pick a party. They'll spend. The only difference is on what they'll spend. That's it. Because you don't get re-elected by spending less

Simon Belanger (@fiat_iceberg) 's Twitter Profile Photo

Maybe this whole Elon Musk and Trump feud will bring more awareness about how unsustainable government spending is. Hard to think this isn't bullish for #Bitcoin and Gold.

Simon Belanger (@fiat_iceberg) 's Twitter Profile Photo

Lululemon's quater was a mixed bag. EPS guidance wasn't great but revenue guidance remains unchanged. If it stays as is for quarters to come, not too bad. The problem lies with the US consumer. There's a real risk that they need to revise the guidance even further in

Lululemon's quater was a mixed bag.

EPS guidance wasn't great but revenue guidance remains unchanged. If it stays as is for quarters to come, not too bad. 

The problem lies with the US consumer. There's a real risk that they need to revise the guidance even further in
Investing with Aria (@qualityinvest5) 's Twitter Profile Photo

LVMH, the parent of Louis Vuitton, Dior, and more, is now trading near its lowest multiple in 9 years. At what point does this world-class luxury empire become too cheap to ignore? $LVMH $MC.PA

LVMH, the parent of Louis Vuitton, Dior, and more, is now trading near its lowest multiple in 9 years.

At what point does this world-class luxury empire become too cheap to ignore?

$LVMH $MC.PA
Simon Belanger (@fiat_iceberg) 's Twitter Profile Photo

Some of the most powerful people in the world have little to no emotional control. As smart as Elon Musk is, he has this one massive blind spot. I'm amazed that he still hasn't worked on this. Or maybe he just can't set his ego aside sometimes ...