China Thoughts

2025-05-07

Was back on CNBC on Tuesday morning. Blind Squirrel Macro is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.With Carney in the White House today, have we bought the bottom in Canadian energy?Yes, I still think the ‘deal boys’ have a tough 2025 ahead. Refresher below.Thanks, as ever, for your support. Squirrel out!If you act on anything provided in this newsletter, you agree to the terms in this dis...

Was back on CNBC on Tuesday morning.

Blind Squirrel Macro is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

With Carney in the White House today, have we bought the bottom in Canadian energy?

Yes, I still think the ‘deal boys’ have a tough 2025 ahead. Refresher below.

Thanks, as ever, for your support. Squirrel out!

If you act on anything provided in this newsletter, you agree to the terms in this disclaimer. Everything in this newsletter is for educational and entertainment purposes only and NOT investment advice. Nothing in this newsletter is an offer to sell or to buy any security. The author is not responsible for any financial loss you may incur by acting on any information provided in this newsletter. Before making any investment decisions, talk to a financial advisor.

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