CP
Trust-weighted public proof page for CP. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.
Recent proof-backed thesis calls
Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.
Report claims Trump vows a 50% tariff on Canadian goods using a Depression-era law, framed around upcoming USMCA review/negotiation dynamics and potential 30-day timing references. If credible, it raises near-term policy headline risk for cross-border supply chains (autos/industrial), Canadian exporters (energy, materials, rail), and CAD; beneficiaries could be US domestic substitutes (steel, timber) and tariff-volatility hedges.
Report discusses the Trump administration vowing a new 50% tariff on some Canadian goods, citing alleged unfair treatment of American alcohol, cars, and dairy. Details on scope, start date, and product lists are not provided in the excerpt, limiting immediate trade specificity but still signaling elevated US-Canada trade-policy risk.
Report describes political controversy around the Gordie Howe International Bridge (Detroit–Windsor) opening being delayed and then linked to a US-Canada negotiation in which Canada would direct up to 15 years of net toll revenue to a US-controlled regional development fund. Main investable angle is incremental cross-border trade-flow reliability vs. renewed political/friction risk; direct public equity exposure to bridge tolls is not indicated.
Current stance
- sell via Short Canada-exposed transport and auto-supply-chain names on tariff-escalation risk from https://www.youtube.com/channel/UCIALMKvObZNtJ6AmdCLP7Lg (confidence 0.50)
- risk via Trade the headline as a small auto-supply-chain reliability tailwind, but keep sizing low because the story is political and indirect. from https://www.youtube.com/channel/UCIALMKvObZNtJ6AmdCLP7Lg (confidence 0.32)
Top authors on this asset
Active and historical ticker theses
Short Canada-exposed transport and auto-supply-chain names on tariff-escalation risk
Trade the headline as a small auto-supply-chain reliability tailwind, but keep sizing low because the story is political and indirect.
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