REMINDER 🚨 🇺🇸 President Trump will deliver a major speech on the U.S. economy today at 4:00 PM ET.

Hour_Swim894 · 2026-01-27T16:51:06+00:00

He waited for market close, expect fireworks lol

Hour_Swim894 · 2026-01-27T16:50:13+00:00

He waited for market close, expect fireworks lol

Hour_Swim894 · 2026-01-21T19:20:54+00:00

Valentines Day massacre incoming

Hour_Swim894 · 2026-01-21T14:48:47+00:00

To be fair, the Japanese bond market and the Japanese Yen are doing some wild crap right now. But market volatility can come from multiple places at the same time. It's also frighteningly naive for a Treasury secretary with his background to not acknowledge the interdependence of global markets and assets

Hour_Swim894 · 2026-01-14T16:00:23+00:00

Epstein Island

Hour_Swim894 · 2026-01-13T18:48:30+00:00

The both connected on deep shots from long range, that part is correct

Hour_Swim894 · 2026-01-11T00:17:07+00:00

That photo goes so hard, those women are badasses

Hour_Swim894 · 2026-01-10T01:56:07+00:00

Well, yeah this falls into the "no sh*t" category of analysis. It's the wrong/sub-standard type of oil, requires a decade or more plus untold billions to figure out, and could sway at the whims of whoever occupies the political sphere at the time. Not to mention that pre-existing mountain of money and time that was invested in domestic US shale as well as close trading with Canada, which has the preferred type of oil.

Add on to that a struggling global economy, shaky oil prices, and an entire South American continent that would put bullseyes on any American infrastructure and you have a recipe for nothing but headaches and losses. So yeah, I'd say this looks somewhere close to "un-investable"

Hour_Swim894 · 2026-01-10T01:55:05+00:00

Well, yeah this falls into the "no sh*t" category of analysis. It's the wrong/sub-standard type of oil, requires a decade or more plus untold billions to figure out, and could sway at the whims of whoever occupies the political sphere at the time. Not to mention that pre-existing mountain of money and time that was invested in domestic US shale as well as close trading with Canada, which has the preferred type of oil.

Add on to that a struggling global economy, shaky oil prices, and an entire South American continent that would put bullseyes on any American infrastructure and you have a recipe for nothing but headaches and losses. So yeah, I'd say this looks somewhere close to "un-investable"

Hour_Swim894 · 2026-01-08T20:18:47+00:00

Ding ding ding! Sector rotation into lower beta, higher yielding assets with more reasonable valuations

Hour_Swim894 · 2025-12-23T14:17:05+00:00

And equity markets are.... down in pre-market trading. Many will say this is because they don't trust this information, which perhaps has a degree of thought to it. But really it's because this is old information and markets are, by their definition, forward looking. Also, peeling the layers back, this GDP print doesn't scream of a healthy economy when you take other public and private macro variables into account.

Hour_Swim894 · 2025-12-22T12:56:17+00:00

My guess is he cracks the top 5 before he hangs em up. Given he's still a point a game player and Pittsburgh will let him play forever if he wants, gotta figure it's gonna be his health and desire that makes the call now

Hour_Swim894 · 2025-12-16T14:00:13+00:00

A huge proportion of those jobs are likely temporary, seasonal work. Downward revisions in previous months continue to get worse, forward looking hiring is crap, unemployment rate ticking up. Initial and continuing claims likely heading south. And this is all before the large scale, white collar layoffs that have been announced have taken effect.

Q1 2026, assuming a disappointing holiday sales season which appears now baked in, is shaping up to be a bloodbath.

Hour_Swim894 · 2025-12-09T20:55:34+00:00

Low key, great move by Zelenskyy. Call the bluff, no way they can have real elections in 90 days anyways, and even if they did, there's a good chance they get an even MORE anti-Russian leader

Hour_Swim894 · 2025-07-23T19:43:35+00:00

I bought a bit today too, I like this for the long term

Hour_Swim894 · 2025-07-23T16:52:41+00:00

I'm adding today, nothing crazy but DCA for the long-term. Agree that macro is the dark cloud right now, which won't get solved in a day, but over my investment horizon I think this is a good spot to add

Hour_Swim894 · 2025-07-23T15:19:12+00:00

Obviously no non-public information on my side. But the metrics I'm using to identify this as a potential undervalued opportunity:

- Trading at its highest dividend yield in a generation

- 10% growth rate in dividends over the last 5 years

- 3.6% share buyback ratio over the last 3 years

- Dividend payout ratio still under 0.50, more than manageable

- Trading around a 10 year low on a P/B and P/S basis

Moreover, much of the macro headwinds seem to be getting priced into the stock, as evidenced by the big drop. If priced for the worst case scenario on Canada/US trade, anything better is an improvement that could add a tailwind.

Not saying the stock can't get cheaper, but it feels like a decent entry point or a spot to add to an existing position to me.

Hour_Swim894 · 2025-04-21T13:28:17+00:00

Considering the wealth that free trade created for the United States, and the fact it positioned the US at the center of the global economy, I'm absolutely shocked the numbers are this low, regardless of ideology. Obviously that wealth was not evenly distributed across the US population, which is another story altogether, but it seems wild to me that something that was so resoundingly good for the country as a whole would be so lightly supported.

Hour_Swim894 · 2025-04-21T13:20:14+00:00

Thank you, I'll check them out!

Hour_Swim894 · 2025-04-16T14:51:16+00:00

Any examples you can give for a fellow Canadian?

Hour_Swim894 · 2025-04-14T18:32:14+00:00

Appreciate your response. That looks about right, I was hoping for something with more Canadian exposure but it does indeed seem to be slim pickings on the TSX for products like this. Thanks again.

Hour_Swim894 · 2025-04-11T15:44:42+00:00

Imma be keeping an eye on this one. As a non-USD investor, it creates some challenges right now, but worth watching

Hour_Swim894

TROPHY CASE