Building off of what I wrote last week, I spoke to Evan Dyer CBC about the fiscal and economic effects to Canada of the Iran oil shock.
Always good to appear alongside @roryjohnston.bsky.social
www.cbc.ca/news/politic...
My original essay www.mbpintelligence.com/blog/meredit...
#cdnpoli #abpoli
This is real life.
Tonight WTI and Brent prices converged in a way we’ve only seen a handful of times since the shale oil revolution.
Here we are.
Oil prices are waaayyy up.
How will that affect 🇨🇦 and our finances?
Turns out the last major systematic work on federal sensitivity to $10/bbl move is 10yrs old.
I review how to think about it, and why Ottawa should publish a new one in the spring update.
www.mbpintelligence.com/blog/meredit...
Oil prices are waaayyy up.
How will that affect 🇨🇦 and our finances?
Turns out the last major systematic work on federal sensitivity to $10/bbl move is 10yrs old.
I review how to think about it, and why Ottawa should publish a new one in the spring update.
www.mbpintelligence.com/blog/meredit...
It is always fun to chat with Armine. And this episode was full of 🔥
What does "progressive economics" mean in these times?
Some thoughts, with @tylermeredith.bsky.social
podcasts.apple.com/us/podcast/c...
Tens of thousands of people marched at a rally in Richmond Hill on Saturday calling for regime change in Iran in a planned demonstration that took on new energy as protesters embraced the news that U.S. and Israeli airstrikes had killed the country’s supreme leader.
I love working with smart people.
My colleagues and I in print in last 24 hours:
1️⃣ Me: Prediction markets suck www.mbpintelligence.com/blog/meredit...
2️⃣ Ben on Pierre’s speech this week nationalpost.com/opinion/ben-...
3️⃣ Ken on AB separatism open.substack.com/pub/paulwell...
#cdnpoli
Prediction markets are having a moment. They are also a financial literacy disaster that could be worse than gambling.
Even though it’s not legal in Canada we aren’t regulating. That’s a risk.
We need a framework
My 2,000 word essay (free) www.mbpintelligence.com/blog/meredit...
#cdnpoli #onpoli
I missed this.
🇺🇸 private equity is taking a stake in GoodLife Fitness, valuing the top Canadian gym chain at $2Bn.
Should we expect fees to increase?
The Competition Bureau is now doing its review.
GoodLife was saved during COVID with government loans that were paid back.
#cdnpoli
Over concentration in the US market worked as a strategy for a long, long time and it delivered fantastic returns for Canadians
But now we need to be partners in building our own domestic resilience and partnerships with the rest of the non-US world.
1 / 2
What a time to be a Canadian pension fund.
US markets are underperforming the rest of the world by the biggest margin in 30 years.
Canadian investors have capital. But capital alone isn’t sufficient.
We also have to believe in ourselves. And invest in ourselves.
#cdnpoli
In 2026 African GDP growth is (unusually) set to outpace that of the Asia-Pacific region, as the Chinese economy slows and commodity prices have surged. Investors are becoming more bullish about the continent as a destination for capital, not charity
Apple: podcasts.apple.com/ca/podcast/m...
Spotify: open.spotify.com/episode/1T3k...
Canada’s AI Strategy will be out soon.
This week we sat down with Jaxson Khan to discuss:
— what to expect
— how Canada’s approach has changed
— why we need more sticks than carrots
— how to think about sovereignty
— what policy advocates get wrong
+ more!
Links below
#cdnpoli
The world is falling in love with 🇨🇦. Now is the perfect time to sell them our debt as we Build Canada Strong.
We can make the most of this if we leverage tech like tokenization as a means to open up a broader market - incl 🇨🇦 retail investors.
www.mbpintelligence.com/blog/meredit...
#cdnpoli
Bill proposes making health records sharable across Canada https://www.ctvnews.ca/winnipeg/video/2026/02/07/bill-proposes-making-health-records-sharable-across-canada/
⤷ canadahealthwatch.ca/featured 🍁
🎙️🎧 NEW POD: on this week’s MBP Intel Roundtable
We check in on upcoming BC and Ontario budgets
🚗 Dissect the new auto strategy
And discuss Canada’s foreign reserves!
Free (partial):
Apple www.mbpintelligence.com/blog/ep-17-i...
Spotify open.spotify.com/episode/1NGw...
#cdnpoli #onpoli #bcpoli
The Ontario Liberals need to elect someone who will get in front of the media - has a personality people like - and can communicate clearly in ways that inspire
Next week will mark the start of Ontario Liberal leadership.
Rather than *who* this race needs to focus on *how* to beat Doug Ford.
While still being true as progressives.
There are several models and implications in this new FREE essay from me.
#cdnpoli
www.mbpintelligence.com/blog/meredit...
New essay from Tim Richter and me in the Globe
PM Carney has set the right national goals and has an ambitious agenda to fix housing & homelessness.
But it won’t work if provinces aren’t forced to the table.
Time for a Canada Housing Accord.
#cdnpoli
www.theglobeandmail.com/business/com...
A timely reminder — new US Federal Reserve research confirms the uncomfortable truth that Trump’s policies have a far greater impact on 🇨🇦 & 🇲🇽 than what average effective tariff rates show.
Because we are far more dependent on the US than the rest.
This must change.
#cdnpoli
New essay from me — we need to get creative with how to save $ if we are pay for ever increasing defence, housing, AI, infra + other critical investments.
One such idea: how to get better returns on $130 Billion USD in our fed govt investment portfolio.
www.mbpintelligence.com/blog/meredit...
It’s always fun working with Ben Woodfinden - we both come from different parties but his insight into the world of the right is important.
His essay in today’s Globe on the major questions facing Conservatives is a must read for non-Cons as well.
www.theglobeandmail.com/opinion/arti...
#cdnpoli
New essay from me — we need to get creative with how to save $ if we are pay for ever increasing defence, housing, AI, infra + other critical investments.
One such idea: how to get better returns on $130 Billion USD in our fed govt investment portfolio.
www.mbpintelligence.com/blog/meredit...
There’s been a lot of wild takes about the impact of Trump’s moves in Venezuela.
To cut through the noise - and to get at the heart of what it means for 🇨🇦 oil, Alberta finances, pipelines, MOU etc…
We did 75 minutes with one of Canada’s best experts @roryjohnston.bsky.social
#cdnpoli #abpoli
I joined @tylermeredith.bsky.social, @sphillipsab.bsky.social, and Ben Woodfinden on the MBP Intelligence Briefing podcast for a deeper, wonkier conversation about what developments in Venezuela mean for Canada's oil industry and political environment.
Listen/watch:
open.spotify.com/episode/1GLZ...
