CIA (Coder, Investor, Acquisitions)
Canada
Joined October 2022
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Part 1 Ox Talks on YT ...
youtu.be/iW5cijeoWyk
Sat down with Matt Ward of the “Ox Talks” podcast yesterday.
The conversation went well over an hour. The DoubleLine media team is editing it into two parts, the first of which should be up this week on “Ox Talks”.
While the author is not the best judge, I recommend it.
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SilverFists retweeted
Gather round folks, because just when you thought Masa Son would not catalyze the bursting of the next bubble... well, read for yourselves
SoftBank bought 87 million Intel shares for $2 billion last year. By the end of March the stake was worth $3.8 billion, and by the end of September $10.5 billion, good for a ¥1.06 trillion gain in the first half.
Instead of selling, in August SoftBank did something much more, well, SoftBank: it raised $7.35 billion through prepaid forward contracts on its entire Intel stake, structured as collars with a floor and a cap. In English, it borrowed more than three times what it paid for the stock, pledged every share, and sold away the upside above the cap to pay for the downside protection.
What happened next? Intel shares kept climbing after the ink dried, which means the capped contracts moved against SoftBank, to the tune of a ¥322 billion ($2 billion) derivative loss in less than two months. And because Intel still finished the September quarter below where it started, SoftBank also booked a ¥270 billion valuation loss on the shares themselves.
So in a single quarter Masa managed to lose money on the stock and on the hedge. That takes sheer talent.
The fine print is even better: of the ¥1.65 trillion of Intel shares pledged, the banks have "rights of use" over ¥1.1 trillion, meaning they are free to lend out or otherwise use SoftBank's collateral.
Masa's $3.7 Billion Bonfire: SoftBank Posts $7 Billion Loss After Torching Deposits On AI Power Gear As Interest Costs Double zerohedge.com/markets/masas-…
SilverFists retweeted
UNREAL
Carney claims the BEIJING DICTATORSHIP is “much, much less” of a security risk than the UNITED STATES.
THE SAME regime that interferes in our elections, operates ILLIGAL police stations & engages in repression ON CANADIAN SOIL.
Beyond RECKLESS.
SilverFists retweeted
Carney isn’t balancing squat. He’s increasing the debt $2,000 every second.
You’re stuck paying interest on every dollar the government borrows. That’s more than $1 billion every week.
Put down the taxpayer credit card!
SilverFists retweeted
‼️ MAJOR BREAKING: Mark Carney just called the US a bigger security risk than China.
“In terms of the security risks for our partnership, they’re much much much less than the security risks, for example, of the United States.”
Canada’s own foreign interference inquiry named China the most persistent and sophisticated foreign interference threat to this country.
Mark Carney was asked during the election, who was the biggest security risk to Canada. His answer: CHINA!
The United States is CANADA’S NORAD partner.
Our neighbour. Our ally. Our biggest trading partner.
And he’s ranking it as the bigger security risk?
This might be the most dangerous thing a Canadian Prime Minister has said.
HE OWES CANADIANS AN EXPLANATION.
SilverFists retweeted
Canada quickly marching towards being another Chinese vassal state
Well done, Elbowzos
China just sold its first major green sovereign bonds into Canada. Champagne is calling it a vote of confidence in Toronto’s markets. Most Canadians are only hearing about it now (still no CBC or CP article!)
Chinese Ministry of Finance yuan green bonds (RBC as bookrunner) drew heavy oversubscription. Champagne framed it as proof of Canada’s deep capital markets and a win for green cooperation. No broad prior explanation from Ottawa
The downsides are straightforward:
* Canadian capital is now funding Chinese state paper denominated in a tightly managed yuan. Currency, policy, and political risk sit with the holders.
* It gives Beijing a new leverage channel. In any future dispute, China can slow issuance, change terms, or use the relationship as pressure.
* It advances China’s yuan internationalization and Carney’s long stated preference for a U.S. less dollar-centric system—while Canada is under U.S. tariff pressure. Washington will notice
* Green label does not equal high transparency or independent verification under China’s framework.
* Public communication has been minimal. A foreign sovereign entering Canadian markets at this moment deserved more than reactive media answers.
Market demand is real. Treating this as an unqualified success ignores the strategic costs @FPChampagne @MarkJCarney
SilverFists retweeted
China kidnaps our citizens on phony pretenses.
China runs secret police stations on our soil to intimidate Canadians of Chinese background.
China has actively interfered in our elections and has put cash bounties on the heads of our politicians.
In what universe is the US a bigger security threat than this?
SilverFists retweeted
This guy needs to go to the backbenches. The deficit will be almost 2x that of Trudeau's when he left. It it has increased over Trudeau's, how can it be lower?
SilverFists retweeted
What?!
This is insane!
SilverFists retweeted
Carney just told you who he works for.
China: safe.
America: the threat.
The same China that locked up two Canadians for over 1,000 days. The same China our own inquiry caught meddling in our elections. The same China he called one of our biggest security threats — right before he flew to Beijing, bowed to Xi, and signed a "strategic partnership" with them.
He cut their EV tariffs from 100% to 6%. He called it the "new world order."
And now he stands there telling you the real danger is America.
He's not stupid. He's not confused. He knows exactly what he's doing. He's selling this country out in broad daylight.
A Prime Minister who thinks China is the safe bet and America is the enemy doesn't deserve the job. He deserves to be thrown out of it.
100% F* @CBC
CBC is despicable
They refused to keep the liberal government accountable for the most atrocious failure imaginable
Thousands of people just lost their high paying jobs
Liberal should be losing their jobs as well
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SilverFists retweeted
The UN has publicly announced that climate change never existed!!
Solar power generation was just about vested interests. All man-made!!
That's the whole story!!!
🐸
W.H.G
SilverFists retweeted
The problem with Mike’s question is that he treats the 2006-2013 era as comparable to the last few years.
It’s not a good comparison for many reasons but let’s just start with the intake numbers.
They went through the roof, he should know that. nitter.gq/sarobertson_/status/21…
SilverFists retweeted
This is what liberal government corruption looks like....Liberal MP Hedy Fry billed taxpayers $1,422 a meal for two for Valentines Day...Should she go to jail for ripping us off the taxpayers?
SilverFists retweeted
Stephen Harper‘s clear exposé of how Media works in Canada. It has applied to every conservative leader in the last quarter century. And the Liberals’ implanted CRTC agents, CBC funding and upcoming laws will make sure most citizens still only hear their side of the story.
"They would not cover cover my announcements. They would not cover any gaffe of my opponent, they scrubbed it out ... They would not run any ad that showed footage depicting my opponent in an unfavourable light ... We literally were censored out of the coverage." #cdnpoli (2018)
SilverFists retweeted
Mark Carney is carrying out a Cloward-Piven-style hostile takeover of Canada—deliberately overloading our welfare state, energy sector, housing, and debt with mass immigration and green mandates to crash the economy from within. This isn’t reform; it’s a calculated globalist assault to replace free enterprise and sovereignty with top-down control. Wake up and repost before it’s irreversible.
SilverFists retweeted
The Prime Minister Is the Security Threat
Why Carney Must Resign
He said it on camera.
The security risks of the partnership are "much much much less than the security risks, for example, of the United States."
Read that again. The Prime Minister of Canada just told you China is the safe bet and America is the threat.
That is not a slip. That is not a misquote. That is the man telling you exactly how he sees the world. And how he sees the world is a danger to this country.
A Prime Minister has one job above all the others. Know who the enemy is. Know who your friends are. Don't mix them up.
Carney has them backwards. And that makes him the security threat.
Look at the record. This is not one comment. This is a pattern.
Not long ago, Carney himself called China one of Canada's biggest security threats. Then he got the job, flew to Beijing, sat down with Xi Jinping, and signed a "strategic partnership" with them. He cut the tariff on Chinese electric vehicles from 100% down to 6%. He came home and told us the deal "sets us up well for the new world order."
His words. Not mine.
The same China that locked up two Canadians — Michael Kovrig and Michael Spavor — and held them hostage for over a thousand days. The same China our own foreign interference inquiry named our most persistent threat. The same China running police stations on Canadian soil — at least eighteen of them that we know of — while the RCMP investigated and laid no charges.
That is the country Carney calls safe. That is the country he calls a partner.
And America? The country that has stood next to us for a century. The country that buys three-quarters of everything we sell. The country whose soldiers have fought beside ours. That is the country he now points at and calls the risk.
His own military has even modelled what a US invasion would look like. Not a Chinese invasion. An American one. That is how upside down this has become. The government is war-gaming the ally and doing business with the adversary.
You don't have to like everything America does. I don't. But there is a difference between a neighbour you argue with and a regime that jails your people, steals your technology, and runs secret police stations in your cities. A Prime Minister who can't tell the difference is not fit to hold the job.
This is what a security threat actually looks like. It doesn't always come in a uniform. Sometimes it comes in a suit, standing at a podium, telling you the danger is your oldest friend while he opens the door to the people who mean you harm.
Every day he stays, the door opens wider. More deals. More access. More of our critical minerals, our technology, our sovereignty handed over to a regime that has never once acted in Canada's interest. And every day, the country that actually defends this continent gets treated like the enemy.
He was never elected to do this. He was selected. And now he's using the job to turn Canada away from its friends and toward its adversaries, in broad daylight, on camera, in his own words.
That is not leadership. That is not a policy disagreement. That is a Prime Minister who has become a serious security threat to his own country.
Resign.
Not at the next election. Not when it's convenient. Now.
Canada cannot afford a Prime Minister who thinks China is safe and America is the enemy. The job is to protect this country. He is doing the opposite. And the only fix is for him to go.
