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Jack Mayer

@jacklmayer

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https://www.brokencountry.com/?fbclid=PAVERFWAUvbTpleHRuA2FlbQIxMABwZG9mAmZkaWQWUPqcTnZQKHRCGwA2dUee9C3tWBKTSnNydGMGYXBwX2lkDzEyNDAyNDU3NDI4NzQxNAABp2N52qe9rVPs8IwrIgL-1pUdf7lXgnLFV_AVIQCCx_RecdFzey6XOTLJOMre_aem_pon8F3Sv4YJGEpqw6SxydA by @jacklmayer

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12 days ago

#crotherswoods by @jacklmayer

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19 days ago

#terryfoxfoundation by @jacklmayer

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21 days ago

Business is not the mark. AI is the mark.

After harvesting comprehensive business intelligence and IP from their corporate clients and deferring liability to a vacant state regulator, rather than accepting responsibility responsibly, the next logical progression is state intervention.

Alex Karp argues that AI will ultimately be nationalised — a move poised to compress valuations and potentially trigger a broader market drawdown.

For equity investors, current developments ought to inspire caution.

Where suitable, structured outcomes offer a defensive solution — providing enhanced equity market participation, with full principal preservation at the one year anniversary.

Learn more here: https://sosg-info.s3.ca-central-1.amazonaws.com/SOSGwebLanding.html#section2

#ArtificialIntelligence #InvestmentStrategy #StructuredOutcomes
#TechInvesting by @jacklmayer

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25 days ago

For sophisticated capital allocators, the data tells an undeniable story of domestic paralysis rather than external victimization:

Interprovincial Trade Barriers and Interdiction: The inability to execute critical linear infrastructure projects—such as building direct energy corridors between Alberta and British Columbia or central Canadian refineries—forces a reliance on U.S. midstream infrastructure. This domestic balkanisation effectively subsidises American transmission networks while discounting Canadian heavy crude benchmarks (WTI-WCS differentials) due to structural pipeline bottlenecks.

Per Capita Productivity Contraction: The prioritisation of aggressive, consumption-driven population growth targets over capital deepening has diluted Canada’s capital-to-labour ratio. Instead of incentivising business investment in technology, R&D, and industrial infrastructure, policy has inadvertently directed capital into non-productive, over-leveraged residential real estate, causing GDP per capita to stagnate and decouple from our G7 peers.

Aggressive Decarbonisation Frameworks: Subsidising uncompetitive green energy grids while heavily penalising traditional high-margin resource sectors via stringent ESG mandates and net-zero targets has triggered a mass exodus of investment. Capital has actively migrated to jurisdictions with streamlined regulatory frameworks and lower compliance costs.

Regulatory Arbitrage and Tariff Circumvention: Hanson notes that Canada’s trade friction is exacerbated by attempting to run a back-door supply chain for subsidised Chinese industrial components, processing them domestically for duty-free re-export into the American market under United States–Mexico–Canada Agreement (USMCA) provisions. This strategy directly threatens Washington’s supply chain security and economic decoupling mandates, making defensive American trade retaliations an entirely predictable consequence. by @jacklmayer

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a month ago

G5 by @jacklmayer

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a month ago

@cfsnowbirds by @jacklmayer

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a month ago

@centrevillefun by @jacklmayer

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2 months ago

Bruce Peninsula 2026 by @jacklmayer

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2 months ago

@crowsnestpubtobermory by @jacklmayer

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2 months ago

Little Dunks Bay by @jacklmayer

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2 months ago

Dorcas Bay by @jacklmayer

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2 months ago