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Tariff Wars
Are Tariffs Happening or Not?
The market's not falling for Trump's tariffs. Neither am I. The Friday Filter #87
Jul 11
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Jacob B
14
Weekly Brief #74
Welcome to World War III (economically)... Plus, Prada acquires Versace for $1.4 billion, Klarna delays American IPO, Alphabet to spend $75 billion on…
Apr 11
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Jacob B
9
6
Weekly Brief #73
Reciprocal tariffs are in... Plus, xAI acquires X for $33 billion, Rogers extends NHL deal for $11 billion, Amazon places bid to buy TikTok, OpenAI…
Apr 4
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Jacob B
5
Weekly Brief #72
Auto tariffs for everyone (but don’t retaliate)... Plus, Hyundai’s $20 billion U.S. investment, Walmart invests $6 billion in Mexico, CoreWeave IPO…
Mar 28
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Jacob B
11
3
Weekly Brief #70
When is this mess going to end?... Plus, Bank of Canada cuts rate by 0.25%, CoreWeave signs $12 billion OpenAI contract, Google and Anthropic partner…
Mar 14
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Jacob B
8
6
Weekly Brief #69
The trade war officially starts... Plus, BlackRock buys Panama ports for $23 bln, TSMC’s $100 billion U.S. investment, Discord in-talks for potential…
Mar 7
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Jacob B
12
3
Weekly Brief #67
Canada-U.S. tensions are high... Figure AI hits $40 billion valuation, Celsius acquires Alani for $1.8 billion, Amazon gains creative rights to Bond…
Feb 21
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Jacob B
7
2
Weekly Brief #65
The world’s shortest tariff war... SailPoint eyes $11.5 billion IPO, Amazon’s AI Alexa is on the way, Nissan-Honda merger has troubles, MicroStrategy…
Feb 7
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Jacob B
13
4
What's next for Canada's economy?
Trudeau's resignation, an overview of the Canadian oil economy and its overreliance on U.S. trade, and why Canada needs to go global with its resources
Jan 9
•
Jacob B
10
4
Weekly Brief #55
Trump's 25% tariff would be detrimental to Canada... Amazon invests $4 billion in Anthropic, Databricks valued at $55 billion, Microsoft investigated by…
Nov 29, 2024
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Jacob B
9
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