@deepvalueco

Hunting maximum reward with minimum risk. Value is what's worth more in the future. Rambler at: https://xitter.cf/t.co/5ulQ4oLPRQ ---DYODD- Not Advice

Joined October 2018
  • Tweets22.5K
  • Following301
  • Followers5.4K
3.4KMedia
For the next time I forget, there is no price too low for value stocks and no price too high for growth stocks.
2
1
3
33
24,157
The fact is the @bankofcanada has officially entered the random forecasting game. Now predicting that energy (the sole inflation) issue will turn negative next year while everything else will surge & pull inflation above 3% Do with that information what you wish.
3
2
249
For inflation to be 3% with oil and gasoline running at -20%, you'd need the rest of the basket at +4%... Which barely happened when everyone thought everything was out of control following stimmies & broken supply chains.
1
1
32
Now we have an output gap, housing declining (relevant because the lag in falling rents still hasn't hit data) Idk... Odds seem low of them having this one right.
6
Sticky inflation always means permanently higher prices... Until supply catches up...
179
This is quite the take given the market was literally signalling "Don't do it" Then the BoC came out and said "We want to do it" Then the market still had trouble believing they would become of how stupid it was...
Joseph E. Barbuto | 🌊 The Economic LongWave
@TheELongWave2h
Bank of Canada raises the policy rate by 25 basis points to 2½% Markets Lead. Central Banks Follow. After 36 years studying financial markets, one lesson stands out: Bond markets anticipate policy turning points before central banks act. Study history. Follow the bond market, not just the Bank of Canada. When you build models on "history" (human nature never really changes) then the foresight into the future becomes easier. bankofcanada.ca/2026/10/fad-…

Bank of Canada raises the policy rate by 25 basis points to 2½%

The Bank of Canada today increased its target for the overnight rate by 25 basis points to 2.5%, with the Bank Rate at 2.75% and the deposit rate at 2.45%.

bankofcanada.ca
1
355
Forecasting 3.1% inflation in 2027 is certainly an opinion... It's basically saying "we think that everything that isn't happening will start happening" ... Which is possible but note sure when they entered the random prediction game.
*Walter Bloomberg
@DeItaone2h
BANK OF CANADA RAISES GROWTH AND INFLATION FORECASTS The Bank of Canada raised its 2026 GDP growth forecast to 1.0% from 0.7%, while lifting its 2027 projection to 2.0% from 1.8%. Inflation forecasts increased more sharply, reaching 2.9% for 2026 and 3.1% for 2027, up from 2.5% and 2.0%, respectively. The bank also expects Brent crude to average around $100 per barrel in Q4, before gradually declining toward $75 by the end of 2028.
1
284
They're literally forecasting the reverse of everything that's happening and that magically things will balance out at slightly too high inflation... Possible but Pure 🔮🥠
124
Retards
zerohedge
@zerohedge2h
*BANK OF CANADA HIKES KEY RATE TO 2.5%, MATCHING EST.
4
413
If you assume stable credit to Q2 2026 Slight quarterly deceleration from 7.8% to 7% this year and 6% onwards in Q2-4 with 1% growth in Q1s & linear LaaS growth based on H2 guide... Propel could be at C$2 in quarterly earnings by Q4 2028.
1
2
482
more replies
Excluding the credit issues in 2025, those assumptions aren't wild... And there should be room for significant upside in LaaS in back end... But I don't know how long QuidMarket can grow fast enough to pull the whole number up. Anyway, we'll see what happens.
1
198
I do think this may be a bit aggressive in H2 26 as we haven't seen if the LaaS operating leverage will kick in as aggressively. On the flip side, this basically assumes 19% growth in the core lending business which I believe can be materially low given applications & trajectory
128
Tbd if it's a bubble, but you have to be blind to think AI isn't a mania.
2
458
I think if they give a framework for serious capital returns next Q, the stock would break higher... If it's a very good Framework, the stock could go to +$30
432
There's a chance that by Q4 Propel would be ~8x trailing earnings with +35% revenue growth and line of sight to relevant operating leverage. Not that such things matter.
2
8
1,157
If they hit their Q4 LaaS target, the next 50% growth in LaaS should contribute ~CAD$0.50 in EPS. While 50% sounds like a lot, the growth rate coming in would be ~300% So really depends how much inbound good demand they're seeing... Especially with plenty of capital.
2
201
... People with a brain have understood this for a while...
Richard Dias
@RichardDias_CFAOct 27
The Canadian output gap suggests the Bank of Canada should cut rates! 😳 @fejau_inc
400
Can't understand why some people are shocked that the real estate guy wants to pump real estate...
This quoted post is unavailable.
Try viewing anyway · View on X
239
Crazy how the best companies in the world are cannibalizing themselves to overpay for overpriced commodities inside overpriced boxes.
3
728
Eventually everyone will understand that the BoC is a cult of stupidity.
Amber Kanwar
@baystreetamberOct 26
Let me get this straight: The market is pricing in +80% chance Canada is going to raise rates this week? The same 🇨🇦 Canada that: - Lost nearly 70,000 jobs last month - Has inflation below 2% - Recent GDP puts us at 1.7% - Has a housing market on its knees - Is in a trade war with its biggest trading partner Make it make sense.
3
737
Load more