Good post. It’s all speculative of course, but do you think that the BOC will be forced to cut rates (our economy seems to be tanking) while the US maintains? I’ve heard that our dollar might be “sacrificed” in this way.
On a side note… an interesting company I heard of: Terravest (TVK). They build storage and transportation units for LNG, as well as fertilizer, etc. Been growing and acquiring nonstop since their inception in 2014. With rates higher for longer, they might roll up more distressed businesses. They seem to be under the radar somewhat.
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