Scott Bessent, US Treasury Secretary
The “Power of the Pencil”, a play on both the “Power of the Pen” + Carney’s recent quip that “we recognized that sometimes the US signature is written in pencil.”
Caleb’s Newsletter
The Other Prof G
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Latest posts
Carney (Canada) vs. Trump (USA) - TRADE IMPASSE - Tethered to a Death Star? 8/22/2026
Next steps
SpaceX - We Have Lift-Off; IPO ticker symbol $SPCX on 6/12/2026 @ $135/share
Space Exploration Technologies Corp. is publicly listed Now What? Some Scenarios
Premier Tim Houston's 2026 State of the Province Address
Nova Scotia's "Best Days Ahead" - Natural Resource Powerhouse
Canada Strong Fund (CSF) - Let's Go !
Major Projects Office (MPO), Canada Growth Fund (CGF), Invest Canada, Canada Infrastructure Bank (CIB), First Nations Finance Authority (FNFA), Canada Indigenous Loan Guarantee Corporation (CILGC).
AI Regulation, "Tempest in a Teapot?"
Canada's OSFI Guideline E-23 AI & Model Risk Governance
SILVER - All That Glitters is not Gold
Post-mortem on silver's near 30% late Jan 2026 drawdown. Lessons learned ... the hard way
Best-efforts
What havoc inflation wreaks; bonds, equities, precious metals and pensions plans
Canada - what lies ahead?
Budget/Tariffs/Defence
Geopolitics: LIVING IN THE "UPSIDE DOWN"
Ignore the May 2025 global bond market sell-off at your peril.
ORANGE SWAN event in ....
Bond markets are signaling trouble. Listed equity markets are tiny in comparison. The USA 10 year treasuries have sold off (higher yields) by 60bp in a couple of days. Liquidity announcement soon!
USA Sovereign Wealth Fund
United States of America Opportunities Corp (USAOC)
WeFile - The Downfall of WeWork, Ch. 11 Insolvency Filing $WEWKQ
Adam Neumann, Founder - The "G" in ESG stands for Governance
Fool me Thrice. Dalio's 50% chance of WW III Prediction
Geopolitical risk is currently massively underpriced. Degree to be determined, but it is prudent to procure hedges now, before the exits narrow and said hedges become prohibitively expensive.
Burn it Down -2023 Canada's Incineration
10 million acres and counting to June 2023
USA (Aaa/AA+) Debt Ceiling Crisis, 2023 Edition
Washington, we have a problem
Opportunity Zones (OZs) - Could they work in Canada?
Cape Breton Island
Glass Eels $5,000/Kg.
Indigenous Fishing Rights (Canada)
Inflation - Global Cross-Currents
DOTEKI International - Inflation Consultancy
Swiss Cheese: UBS/CS
CoCo Puffs in my Fondue
ESG Risk Reporting & Mitigation
DOTEKI International Ltd.
Sheep on the Serengeti - How Passive Investing Puts you on the Menu
Asset Allocation - Do not get eaten