IceCap (@IceCapGlobal) / X

IceCap

7,289 posts

IceCap

@IceCapGlobal

We empower clients with the knowledge to properly understand the uncertainties of global markets. Not Investment Advice.

Halifax, Canada

IceCapAssetManagement.com

Joined September 2014

Pinned
IceCap
@IceCapGlobal
May 4, 2025
🧵 It's funny and painful to watch so-called Canadian elites argue about something they know little about. Not to mention #1 goal being to GASLIGHT all the time, 24-7. Here's what really happened with Canadian inflation and government. PLEASE share with anyone who's
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IceCap
@IceCapGlobal
Jun 5, 2024
Bank of Canada just gave signal to World to short $CAD.
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IceCap
@IceCapGlobal
Mar 13, 2025
Everyone should pay VERY close attention to this move by PM Carney. It is the next step towards potentially igniting severe/extreme financial market and geopolitical volatility. Carney will create a Canada-UK-EU economic and tariff empire to DIRECTLY challenge USA. Will USA
Robert Fife
@RobertFife
Mar 13, 2025
Mark Carney to visit Europe next week on first official trip as prime minister: sources theglobeandmail.com/world/article-…
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IceCap
@IceCapGlobal
Dec 18, 2024
Question: Is Canada in crisis? Answer: Sort of Many different metrics all indicate the country and economy, are either already in a serious state, or on the precipice of entering a serious state. The best metric? $CAD is down -6.23% since the end of September. That's a
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IceCap
@IceCapGlobal
May 20, 2025
Canada and the entire G7 will be following Australia's experience with taxing unrealized gains VERY closely. Only commies would support this policy.
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IceCap
@IceCapGlobal
Dec 23, 2024
Canada continues march towards potential MAJOR recession. This isn't an oil-lead recession, only affecting Alberta. This will be a NATIONAL recession, ripping the soul out of Bay Street. The WORLD is simultaneously experiencing: 1) the end of a 45 yr LT rate cycle 2) the end
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IceCap
@IceCapGlobal
Jun 8, 2021
If inflation is surging everywhere, why is the 10-yr not trading that way?
IceCap
@IceCapGlobal
Aug 2, 2022
Reminder, China's economy isn't an economic miracle. It was launched by admission into the WTO combined with massive flows of intl capital + domestic debt. Today, intl capital growth is slowing and domestic capital is leaving. Potential for crisis is enormous.
IceCap
@IceCapGlobal
Sep 28, 2022
Wow. Britain joins Japan with unlimited QE to protect their bond market. Wow. $GBP @SantiagoAuFund @mnicoletos
IceCap
@IceCapGlobal
May 4, 2025
Replying to @IceCapGlobal
Addendum: the $500 billion borrowed at near 0%, has to be rolled-over this year and next at rates closer to 4.00%. This is an exponential increases in Ottawa’s interest burden. It will actually soon exceed what Ottawa is spending on healthcare. Anyone suggesting Canada’s
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IceCap
@IceCapGlobal
Jul 21, 2022
Absurd day for #ECB as they'll try to raise rates to 0% and bailout #Italy at the same time. $EUR
IceCap
@IceCapGlobal
Feb 4, 2025
We’ll band together to fight Trump. But we’ll never work together to help Canadians.
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IceCap
@IceCapGlobal
Sep 17, 2024
Canada celebrates end of inflation. $CAD
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IceCap
@IceCapGlobal
May 22, 2025
While Canadians were told not to buy American goods, avoid travel to USA, and saw buy local signs pop up in every store - the country's largest pension plan was allocating even more capital to USA. Your government and (most) media were gaslighting you to the nth degree.
Eric Balchunas
@EricBalchunas
May 21, 2025
Get this: Canada's national pension fund piled into US market in Q1 despite the 'Buy Canada' push. Hypocritical, yes, but also smart, and more proof the "Sell America" narrative was largely wishcasting, not born from data.. bc when push comes to shove ppl want US in their port.
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