@SloaneEquity

Equity Research (Tech & Consumer) @ Bulge Bracket | CFA | Side passion: short setups, crowded longs. Views are my own.

New York, NY
Joined September 2022
Massive recession incoming. Thank you commie cuck carney
🤖 Made with AI
Here is a complete list of KNOWN Canadian companies affected by Trump's order on US Federal contracts (GSAs) there is likely more, but this is the public list: Small (GSA “s”) Pagefreezer Software — Vancouver, BC OnActuate Consulting — Vancouver, BC Compusult — Mount Pearl, NL Nightingale Corp — Mississauga, ON General Starlight — Woodbridge, ON Explorance — Montreal, QC Cadex Electronics — Richmond, BC Delta Intelligent Building Technologies — Surrey, BC Safe Software — Surrey, BC Proall International Mfg. — Olds, AB Setcan — Winnipeg, MB Niche Technology — Winnipeg, MB Teledyne Digital Imaging — Fredericton, NB MetOcean Telematics — Dartmouth, NS Intertalk Critical Information Systems — Dartmouth, NS Midpoint International — Aurora, ON Wade Antenna — Brantford, ON DSI Industries — Concord, ON Covermaster — Etobicoke, ON Borgo Upholstery — Etobicoke, ON Spacefile International — Etobicoke, ON Krug — Kitchener, ON Stance Healthcare — Kitchener, ON Swiftspace — Kitchener, ON Ergocentric — Mississauga, ON Allseating — Mississauga, ON Arconas — Mississauga, ON Three H Furniture — New Liskeard, ON Workrite Ergonomics Canada — Scarborough, ON Prismatique Designs — Toronto, ON Keilhauer — Toronto, ON Groveware Technologies — Toronto, ON SmartSimple Software — Toronto, ON Uncharted Software — Toronto, ON Psiphon — Toronto, ON Marathon Watch — Vaughan, ON Quantum Marine — Beaconsfield, QC Artopex — Granby, QC Montel — Montmagny, QC Tecsys — Montreal, QC Genetec — Saint-Laurent, QC Logiflex — Sherbrooke, QC Foliot Furniture — St-Jérôme, QC
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New updated map once Canada embarks on its worst recession we’ve ever seen
🤖 Made with AI
🇨🇦 Bombardier employs 12,000 Canadians and supports roughly 48,500 Canadian jobs..many in Quebec. More than HALF its revenue comes from the United States.🇺🇸 A full U.S. sales ban wouldn’t just hurt one company. It could put tens of thousands of Canadian jobs at risk while also hitting 3,000+ U.S. employees and thousands of suppliers. And if production shifts south to preserve market access?🧐 Canada loses twice: the sales AND the jobs. Trade wars make great speeches. Workers pay the price.
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Job loss is only going to get worse next quarter. Canada is headed into a deep recession. Don’t pick fights you can’t win. Reminds me of Hamas 2.0.
Bessent: As we have this great economy, there are some malcontents who do not want to work. They want to pull everyone down with them, and as I said, they are underearning…
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I’m all pro America, but Trump needs to cancel H1B fees. Not a good idea.
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Yes because men aren’t retarded enough to support a murderer. We want these people in jail for life, unlike you retards. Someone that kills their kids, regardless of gender, should not be put in an asylum with a chance they are allowed to leave on good behavior.
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Another Chinese bot again @nikitabier @benjitaylor
Replying to @KobeissiLetter
If this isn’t a sign of a major upcoming crisis, then I really don’t know what is. Japan is not going to be able to sustain the growth necessary to service interest payments on this. They need to dump UST.
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This should be a wake up call for Americans. I went to school with so many losers that prioritized stupid shit over their career. People who think yc discriminates against Americans are dumb. We should want the best of the best talent creating us based companies no matter origin
Replying to @AFergusonFTC
YC supports hiring and funding Americans.
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Us has to get their shit together and not allow China to catch up. Enough with the jokes and memes, we need to lock tf in. Our countries fate depends on it @JensenHuang @ASMLcompany @LisaSu @chamath @Jason @DavidSacks @friedberg
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bitcoin:native collapse is mirroring 2008 financial crisis. Step 1: Create an asset too complicated to understand. Then: CDOs. Now: BTC Step 2: Nobody can value it, so everyone trusts the pump leaders. Then: rating agencies and banks. Now: Saylor and the laser-eye billionaires.
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Step 3: The pump leaders start selling. Then: the banks quietly dumped. Now: Musk, Thiel, Cuban, even Saylor. Step 4: Collapse. We’re on step 4.
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Jonathan Sloane — Equity Research (Sell-Side) retweeted
🚨🇺🇸 𝗡𝗘𝗪: American fans are FURIOUS on social media after Balogun’s red card against Bosnia. Many believe that if Balogun was sent off for that challenge, then Lionel Messi should have also received a red card against Algeria in Argentina’s first World Cup game. USA fans don’t understand the difference in criteria and feel both challenges were almost identical. American fans are now demanding answers from FIFA over what they see as inconsistent refereeing criteria.
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Jonathan Sloane — Equity Research (Sell-Side) retweeted
🚨 CONTROVERSY! 🤯 Folarin Balogun has been SENT OFF for this foul against Tarik Muharemović. 🟥 Lionel Messi was NOT sent off for this foul on Aïssa Mandi 😳
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Jonathan Sloane — Equity Research (Sell-Side) retweeted
Balogun Red Card Messi No red card
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Jonathan Sloane — Equity Research (Sell-Side) retweeted
Why was Balogun given a red card but this isn’t a red card?!?!
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Clear referee bias against the us. All of these weren’t red cards. Clear targeting from the referee against the US. Balogun call was not a red and was far less intentional than all of these. FIFA is corrupt
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Jonathan Sloane — Equity Research (Sell-Side) retweeted
As a Canadian, I have no horse in this particular race… BUT, that’s never a red card on Balogun. And if it is, then how the hell did Messi not get sent off for the identical thing in the group stages? As always, lack of consistency in VAR and Ref decisions.
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Jonathan Sloane — Equity Research (Sell-Side) retweeted
Two relatively similar incidents... Flo Balogun: red card. Lionel Messi: unpunished.
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Jonathan Sloane — Equity Research (Sell-Side) retweeted
still can’t believe Messi didn’t get a red for this. The inconsistency of calls at this tournament has been horrendous
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Jonathan Sloane — Equity Research (Sell-Side) retweeted
🚨NOW: Many fans are angry that the USA was given a red card for the challenge on the left while Messi wasn’t for the challenge on the right
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USA is the most hated country in the world. Will do anything to see us lose. Clearly not a red. Not intentional. Double standard for players like Messi
Replying to @TouchlineX
But no red for this????
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