5 Comments
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Carol-Ann Lamothe's avatar

Trump did us a favor.

Thank God we have PM Carney to be in the right position, at the right time.

Fred Ferguson (GeezerWise)'s avatar

It may feel that way from where we’re sitting, Carol-Ann…

But what we’re really seeing isn’t one leader “doing us a favor.”

It’s countries... including Canada... realizing they need options.

Less dependence. More control.

That shift was coming either way…

recent events just sped it up.

Christopher McGowan's avatar

If it's happening in droves that means it leaving the USA not repositioning itself in the USA! Now, if your saying the USA is repositioning its money then that would be true!

Fred Ferguson (GeezerWise)'s avatar

I get what you’re saying, Christopher... and some of it is leaving, no question.

The difference is how and why.

This isn’t a rush for the exits… it’s a slow rebalancing.

Less “get me out now” and more “don’t put all my money in one place anymore.”

The U.S. is still a major destination for capital.

It’s just no longer the default one.

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Apr 22
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Fred Ferguson (GeezerWise)'s avatar

I hear you, Kristine...

and that kind of decision doesn’t get made lightly.

When people start factoring in safety... not just cost or politics...

that’s a different level of shift.

And it lines up with what we’re seeing more broadly...

people and capital both adjusting based on risk, not habit.

Once that mindset changes, it tends to stick.