Sorry I’ve been MIA… I’ve been spending time with the best investment I’ve ever made. Our sweet baby girl Vienna was born two months ago and has completely stolen our hearts 💗

JUST IN: Magnificent Seven Jumps Most on Record on Tariff Relief Incredible.

DREAM COME TRUE. I will be LIVE tomorrow with @SahilBloom and +500 investors in Toronto to talk about his New York Times bestselling book "The 5 Types of Wealth" - 7 weeks on NYT list - Read by +200,000 - Endorsed by Bill Ackman & Tim Cook SOLD OUT event with fantastic lineup...

Thrilled to be hosting a fireside chat with @SahilBloom in Toronto on April 3rd talking about his new book The 5 Types of Wealth

🚨 BIG NEWS: I SOLD MY COMPANY! (Well… technically, I merged it with a bigger one 😉) Time for 🧵

"We should be the richest country in the world"🇨🇦 Thought-provoking message from @PierrePoilievre that hit home...

🚨NASDAQ HITS +20,000 FOR THE FIRST TIME EVER SANTA’S DELIVERING EARLY THIS YEAR LETS GO.

🚨JUST IN: CANADA SLASHES RATES BY 50 BPS Fifth cut in a row... Dropping the policy rate from 5% to 3.25% in 2024—150 bps total. But it’s not working fast enough: -Unemployment: 6.8% (highest in 8 years). -GDP per capita: Down 6 straight quarters. -Canadian Dollar at 4.5-year low -Former BOC Governor says “We’re already in a recession.” Probably nothing.

🚨JUST IN: U.S INFLATION IN INLINE WITH EXPECTATIONS NOVEMBER CPI CAME IN AT +2.7% YoY and +0.3% MoM MATCHING EXPECTATIONS MARKET CURRENTLY PRICING IN 85% CHANCE OF A 25BPS CUT NEXT WEEK. THIS PROBABLY DOESN'T CHANGE MUCH.

BITCOIN HITS +$103K Four years ago, I made this cup. Don’t ask me what a "real Bitcoiner" is. If I had to guess, it’s someone who’s been yelled at by their spouse… for yelling at a chart. What a time to be alive.

🚨JUST IN: CANADA Q3 GDP WEAKER THAN EXPECTED. GDP GREW +1% vs 1.6% EXPECTED. DOWN FROM +2.2% IN Q2 AND +2% IN Q1. THE TREND IS NOT YOUR FRIEND. MORE RATE CUTS COMING.

🚨JUST IN: US GDP grew 2.8% in Q3, driven by strong consumer spending Consumer spending grew +3.5%... The most this year. What recession.

Good Morning Everyone! Quick market recap: - S&P: +26% YTD - Bitcoin: +108% YTD - “Santa Claus Rally” on deck - More FED rate cuts coming - Stock market loves Trump-era policies (tax cuts, tariffs, deregulation) Oh, and U.S. households now own more stocks than ever—even more than the 2000 dot-com bubble peak. What a time to be alive!

Good Morning Everyone! Big week ahead: - Tuesday (2pm ET): FOMC meeting minutes - Wednesday (10 am ET): US PCE for Oct - Friday (5am ET): Eurozone CPI for Nov - Friday (night): China’s NBS PMIs for Nov US PCE is expected to accelerate on both the headline (+2.3% vs. +2.1% in Sept) and core level (+2.8% vs. +2.7% in Sept). An acceleration in U.S. PCE could provide further ammunition for the FED to hold rates on Dec 18th meeting. Although the Nov jobs report on Dec 6th will also play a major role on what happens on Dec 18th. Buckle up!

🚨BREAKING: NVIDIA BEATS EARNINGS EPS $0.81 VS $0.744 EXPECTED. LEGENDARY!

When will Bitcoin hit $100K? Feels inevitable now, doesn't it? Funny how a few years ago, the "experts" said it’d never happen. Nobody knows anything.

🚨NVIDIA EARNINGS COULD TRIGGER A $300 BILLION MARKET SWING Options imply an 8% swing after earnings — a potential $300 BILLION market value shift (according to Bloomberg) That's bigger than all but 25 companies in the S&P 500 Index! Bank of America says this report carries more risk for the market than the Fed or inflation data. Go big or go home.

Good Morning Everyone! Target stock down -20% in pre-market after its biggest earnings miss in TWO years. Q3 results: Earnings & revenue missed AND full-year guidance slashed. Why? Middle-class shoppers squeezed by higher prices, ditching home decor & gadgets for groceries. Ouch 😬

🚨 JUST IN: CANADA’S INFLATION JUMPS TO +2% IN OCTOBER. UP FROM +1.6% IN SEPTEMBER—HIGHER THAN EXPECTED. RATE CUTS IN DECEMBER? LIKELY OFF THE TABLE. CANADA LED THE G7 IN CUTTING RATES, BUT INFLATION IS BACK. U.S. = TAKE NOTES.