News   Dec 23, 2025
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News   Dec 23, 2025
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News   Dec 23, 2025
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2025 Canadian General Election

^That sure puts a dent on his "tough on crime" narrative. Or you'd think...
 
I contemplated voting at my advance polls but they are in a stupidly awkward location for me
Voting by mail was fast and easy. We got our ballots within days. You have until April 22 to request one, and they need a scanned image your driver's licence.

I decided to do this because normally, we have a voting station here in the residential building at Manulife, but this year they decided to send us to Cumberland Terrace - lots of empty spaces there to be sure, but with so many people living around here now, it will be crowded. After we mailed our ballots, management here told us they actually convinced Elections Canada to reinstate our voting station and send new voting cards to all tenants. That was surprising.
 
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It's annoying too that they had the advance polling smack on the Easter weekend where I am out of town visiting the folks... >.<
 
I've heard mixed reviews on the Easter weekend dates -- great, people are home! bad, people are away! You can apply for a mail-in ballot until April 22, and you can also go to an Elections Canada office on any day up until the advance polls open.
 
Not that Maga Maples will read this, but it's very informative and if the Liberals can "sell" it, it's powerful stuff https://deanblundell.substack.com/p/carneys-checkmate-how-canadas-quiet

Intro:View attachment 643390

So..... I've been looking into this............

First.....it needs to be said..to confirm this move, we'd need to see the holdings of the B of C and others of U.S. T-Bills prior to April and after the sell off.

We don't currently have that information publicly.

****

Second.....based on trade volumes in the Bond market that are visible.............the most likely proximate cause, it seems, is hedge funds liquidating to cover what are called 'basis trades'.

That does not preclude central bank involvements around the world; essentially hedge funds needed to move when it appeared they had bet wrong on the spread.

For background on basis trades, follow this link: https://intacapitalswiss.com/what-is-basis-trading-and-how-does-it-affect-the-treasury-bond-market/

Why did they think that though? Much like a market crash, a few big moves can cause wider panic, and automatic sells when certain price thresholds/yields kick-in.

****

Overall, I find the theory plausible, but not provable between now and the election date.

It seems like something the Carney campaign would be pleased to see out there..........since it makes him look smart, well connected etc.

Of course..........a PM, never mind a caretaker one, is not supposed to be directing B of C reserve currency strategies.............but if one were ever likely to, a former BoC governor seem as likely a candidate as any.

Edit to add: It occurs to me that @Jonny5 might have thoughts.
 
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I think it's one of those things Canrey's side would like to brag about, but for a multitude of reasons they can't...
 
What is with these LPC candidates from China’s diaspora in Canada and their links to the PRC?

Paywall free: https://archive.is/8up2N

I’m an immigrant from the UK. I have never initiated or maintained any connections with fellow Brits in Canada. I wouldn’t even know how to find them. Nor has it ever occurred to me to seek any involvement in UK politics or the UK embassy/high commission in Canada. If you’re a federal candidate your loyalty and interest should be to Canada. Full stop.

In a past life I worked for Scarborough Rouge-River MP Derek Lee. He was a white guy with Scottish routes, but the Chinese community voted for him by name. Maybe that’s the best LPC strategy for Scarborough and Markham, run candidates who would appeal to Chinese voters, but that have no Chinese cultural background whatsoever.
 
Overall, I find the theory plausible, but not provable between now and the election date.

It seems like something the Carney campaign would be pleased to see out there..........since it makes him look smart, well connected etc.

Of course..........a PM, never mind a caretaker one, is not supposed to be directing B of C reserve currency strategies.............but if one were ever likely to, a former BoC governor seem as likely a candidate as any.
Stuff like this, Carney can brag about.


Liberal Leader Mark Carney, in his capacity as prime minister, spoke on Sunday with his British counterpart, Keir Starmer. Readouts from both their offices noted they spoke of the need to enhance trading relationships with allies.
 

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