Founder & CEO of Northland Wealth - Canada's award winning family office. Former columnist Financial Post Magazine. Farm raised. Family business advocate.
Joined November 2013
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Arthur Salzer, CFA retweeted
Full circle.
*MICROSOFT TO OFFER BUYOUTS TO 60,000 WORKERS IN LATEST COST CUT
This is 27% of $MSFT's entire workforce
Arthur Salzer, CFA retweeted
18,000 children vaccinated while under anesthesia.
Parents get asked on surgery day, when they're scared, rushed, and signing a stack of forms. And if a child reacts afterward, how do you tell the anesthesia apart from the shot?
Informed consent needs time, questions, and the freedom to say "not today." Pre-op gives you none of those.
18,000+ Kids Injected With Vaccines While Unconscious At Colorado Hospital zerohedge.com/medical/18000-…
A weekly must watch podcast.
I spoke with @jvisserlabs this week to break down @chamath's claim that bitcoin is going to zero, the real quantum computing risk, the historic hedge fund unwind, and why AI is now smarter than all of us.
We also discuss using AI as a life coach, genetically modified war dogs, and why Eli Lilly ($LLY) could become the biggest company in America.
YouTube: youtu.be/huUoyFrZW08?si=WLzu…
Spotify: open.spotify.com/episode/68I…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
1:01 - Chamath says bitcoin is going to zero (is quantum a real threat?)
10:55 - Marc Andreessen on why people over 35 fear new technology
14:30 - The historic hedge fund unwind & what’s driving the AI sell-off
20:03 - AI is now smarter than you (using Grok to sell real estate)
23:57 - Top law schools are banning AI & what it means for your kids
28:48 - Active vs passive AI usage & running a company on AI agents
34:06 - How to use AI as a weekly life coach
39:53 - Building shared AI memory
43:28 - Warp Sciences, Palmer Luckey & genetically modified war dogs
46:21 - Why Eli Lilly will become the biggest company in America
Arthur Salzer, CFA retweeted
OIL AND GAS ARE NOT "FOSSIL FUELS" THEY ARE RENEWABLE ENERGY, created by a geothermal reaction in the Earth's mantle:
'Abiogenic Deep Origin of Hydrocarbons and Oil and Gas Deposits Formation'
"The theory of the abiogenic deep origin of hydrocarbons recognizes that the petroleum is a primordial material of deep origin [Kutcherov, Krayushkin 2010]. This theory explains that hydrocarbon compounds generate in the asthenosphere of the Earth & migrate through the deep faults into the crust of the Earth. There they form oil & gas deposits in any kind of rock in any kind of the structural position (Fig. 1). Thus the accumulation of oil & gas is considered as a part of the natural process of the Earth’s outgrassing, responsible for creation of its hydrosphere, atmosphere & biosphere. Until recently the obstacle to accept the theory of the abyssal abiogenic origin of hydrocarbons was the lack of the reliable & reproducible experimental results confirming the possibility of the synthesis of complex hydrocarbon systems under the conditions of the asthenosphere of planet earth."
Link to scientific article in post below:
Arthur Salzer, CFA retweeted
Digital IDs. Your data. Pandemic surveillance. And now European officials get a say on Canadian rules before Canadians even see them. No vote. No debate. This is exactly what we warned about.
“A LEAKED DOCUMENT REVEALS HOW FAR CARNEY WANTS TO GO WITH THE EU.
Digital IDs. Artificial intelligence. Your personal information. Pandemic surveillance. Even the rules governing Canadian businesses.
This isn’t speculation.
A draft Canada–EU joint statement, dated September 22, 2026, was circulated to European officials ahead of the October 29–30 summit in Montreal.
The document was obtained by POLITICO and subsequently reported on by The Canadian Press on October 15. The Justice Centre for Constitutional Freedoms has also raised concerns about its implications for Canadian sovereignty.
Here’s what’s being discussed:
🇨🇦 Digital identity: Making Canadian and European digital identification systems compatible.
Artificial intelligence: Aligning AI regulations and standards.
Personal information: Facilitating cross-border data transfers.
Pandemic preparedness: Expanding disease surveillance and emergency-response cooperation.
Government regulation: Joint discussions on major policies and regulations before they’re introduced.
That last point should concern every Canadian.
Why should European officials be involved in discussions about Canadian regulations before Canadians even see them?”
Arthur Salzer, CFA retweeted
What fascinates me about the immigration debate in Canada is the lack of outrage from the 'Left'. The results are in; the evidence is clear. The policy was extremely regressive.
Corporations Won; Workers Lost.
Unions, Academics, Students, Commies. Where are you? Are you not vexed that this government is set to put Workers through the meat grinder again?
The Canadian government's mass immigration policies of the last 10 years were highly regressive. Having seemingly learned nothing, they are dead set on turning back on the taps rather than letting the country heal.
On cue, the media has begun parroting the government's narrative and gaslighting anyone who disagrees. This suggests that they remain blissfully unaware that the Bank of Canada has written extensively about how (mass) immigration has negatively affected housing, rents, inflation, labour supply, wages, and productivity. So I've compiled an inexhaustive list to help these folks.
🏘️- Monetary Policy Report, October 2023
🔗bankofcanada.ca/wp-content/u…
▶️"The strength in rent and other housing costs is partly due to strong housing demand, which is supported by rapid population growth, and a structural lack of housing supply"
🏘️- Staff Analytical Note, December 2023
🔗bankofcanada.ca/wp-content/u…
▶️"The rise in immigration is nonetheless contributing to pressures in inflation components linked to house prices, given that it is adding more to housing demand than to housing supply in the context of structural imbalances in the Canadian housing market."
🏘️ - Speech by Toni Gravelle, December 2023
🔗bankofcanada.ca/2023/12/econ…
▶️"When a country’s population is growing quickly, the supply of housing also needs to increase to avoid a worsening in affordability. Shortly after immigration began ramping up in 2015, Canada’s vacancy rate—a measure of how many apartments and houses there are available to rent or buy—started to fall."
🏘️ - Monetary Policy Report, January 2024
🔗bankofcanada.ca/wp-content/u…
▶️"A larger increase in newcomers than in the past is adding pressure to the structural supply constraint in housing. This has helped to push the overall housing vacancy rate to record lows, which has underpinned house prices and led to higher rents (Chart 3-A)."
🏘️ - Staff Analytical Note, April 2024
🔗 bankofcanada.ca/2024/04/staf…
▶️"Meanwhile, the composition of immigrants coming to Canada has changed considerably since 2015. Historically, growth of the immigrant population in Canada came mostly from permanent residents....While the wages of the earlier immigrants are closer to those of Canadian-born workers and have been increasing over time, those of non-permanent residents are much lower and have fallen over this period. Because real hourly wages are typically correlated with labour productivity, this piece of evidence is consistent with non-permanent residents working in less productive occupations."
🏘️ - Monetary Policy Report, July 2024
🔗bankofcanada.ca/wp-content/u…
▶️"The increase in housing demand from newcomers is being felt across all types of housing, but the largest initial impact tends to be in rental markets. This is because most newcomers start out as renters."
👨🌾 - Staff Analytical Note, May 2025
🔗bankofcanada.ca/wp-content/u…
▶️"if newcomers’ conditional wages reflect their labour productivity, the productive capacity of the Canadian economy grew less than it would have if recent newcomers had the same socio-economic characteristics as in the past."
▶️"However, this gain has been particularly acute for certain industries such as accommodation and food services, business, building and other support services, and retail trade. Labour productivity in these industries—which are comprised of a sizable share of lower-skilled occupations—is lower than the average in the business sector."
👨🌾 - Staff Analytical Note, May 2025
🔗bankofcanada.ca/2025/06/staf…
▶️"Youth—individuals 15–24 years of age—represent a significant portion of the overall increase in unemployment since the start of 2023. This is a larger share than during other periods of rising unemployment (Chart 5). This is partly due to the high number of immigrants, who are generally younger than the rest of the population."
👨🌾 - Speech by Nicolas Vincent, May 2026
🔗bankofcanada.ca/wp-content/u…
▶️“The labour market is particularly challenging for young people”: The 2022–24 influx of young newcomers “intensified competition in Canada for lower-skill and entry-level jobs”. Youth unemployment has risen above 14%, and he expects it may normalize now that immigration has been cut.
🏘️ - Staff Article, September 2026
🔗bankofcanada.ca/2026/09/spar…
▶️"Strong population growth drove asking rents higher in recent years"
Arthur Salzer, CFA retweeted
A helpful guide to decoding the jargon that corporate lobbyists use to spin for more mass immigration / profit off depressed wages / avoid implementing measures to hire, train and retain people already in Canada:
The emperor not only has no clothes, but statue either!
Arthur Salzer, CFA retweeted
Bitcoin cryptography rests on hardness assumptions (ECDSA discrete log, SHA-256 preimages) that decades of scrutiny and recent AI math advances have left untouched. Experts note no efficient classical algorithms are believed to exist; greater intelligence cannot invent nonexistent ones. A real break would first shatter TLS, banking, and all digital systems, triggering mass upgrades. Bitcoin soft-forks have succeeded before and would under existential pressure. Adaptation, not zero, is the base case.
Arthur Salzer, CFA retweeted
Canada is 2nd out of 32 countries in terms of health spending as a share of our economy. That's huge.
But we're in the bottom 10% on every metric that actually matters.
A worthwhile read.
A new BTC demand driver is emerging.
Our latest research piece from analyst Zack Wainwright examines the rise of perpetual preferred stocks -- another transparent demand driver we can observe for BTC.
He puts their growth in the context of Bitcoin ETPs, examines why they may appeal in a world of expanding fiat and debt, and closes with a comparison to the Pyramids of Giza to illustrate the market's potential scale.
fidelitydigitalassets.com/re…
Arthur Salzer, CFA retweeted
Ugh
Most decaf coffee is made with methylene chloride. It's the solvent that used to be in paint stripper.
The green beans are steamed, then washed in methylene chloride, which pulls out the caffeine and not much else. The beans are steamed again to drive off the solvent and then roasted at over 400F. FDA allows up to 10 parts per million. When a lab tested 24 decaf brands in 2020 it found the solvent in 10 of them at about 0.05 to 0.1 ppm, around 100 times below the limit. The industry calls this the European method.
There are 3 other ways to do it. Ethyl acetate, a solvent that can be made from sugarcane, which the trade calls the natural method. Carbon dioxide under pressure. And the Swiss Water process, which uses hot water and carbon filters and no solvent at all. Peet's says all of its decaf is water process. Starbucks has told reporters most of its decaf is the direct contact method, meaning solvent.
EPA banned most uses of methylene chloride in 2024, but food is FDA's job, so decaf wasn't part of it. A petition to pull it from food has sat at FDA since December 2023. FDA reopened comments on it in May and hasn't decided. If the bag says Swiss Water or water process, no solvent touched it. If the bag says nothing, you don't know.
Arthur Salzer, CFA retweeted
Estimate of 6.3 billion annually for Canada's EU Associate membership.
Carney and the liberals are making Canadian taxpayers EU taxpayers.
Financial analysts and policy observers have modeled a potential total cost based on Norway’s framework. Norway pays roughly €869 million annually for its access to European Economic Area (EEA) cooperation and programs. Because Canada's economy is roughly 4.5 times larger than Norway's, a comparable baseline for wide-scale program integration would translate to nearly €4 billion (approx. C$6.3 billion) annually.
There is no annual fee required for Canada to participate in the Canada-United States-Mexico Agreement (CUSMA)
Arthur Salzer, CFA retweeted
As Thatcher said, the problem with socialism is that eventually they run out of other people’s money to take and they come for you
Arthur Salzer, CFA retweeted
Unlike Trudeau, Carney knows how to game the system enough to hide "the true scale of debt" according to the Parliamentary Budget Officer. Loans are being booked as assets, not expenses, keeping them off the deficit while debt climbs to $1.67 trillion by 2030-31. Interest on the debt will rise to $83 B in 2030-31. #cdnpoli
Great idea! We need a YouTube alternative.
Once again with shotgun takedowns. I've personally gone through this 3 times, and it makes building a business with reliant staff INCREDIBLY difficult and fragile.
@TeamYouTube @YouTube and @YouTubeCreators - please do better.
Hey @elonmusk how about adding YouTube style creator pages, thumbnails, descriptions, playlists, etc to @x?