Good morning. January is almost done, and wow, what a month.
First, the land sale in our area went to who I thought would buy it—a hungry Ontario immigrant—and congratulations on buying J land for $700 large. It makes my Class 1 to 3 worth a million or more, I guess. Thanks for increasing my wealth.
Funny, like I said last week: one bank is backing most BTOs in western Canada to the tune of billions. Yeah, billions—but that would be mortgages, lines of credit, and everything else as bundled debt on all the property as security.
Cash is king, and like I said before, this looks like 1981 all over again. Except this time, instead of 20% interest on $187,000 land at $38,112 a year for 20 years (total paid: $762,000), now a $700,000 mortgage at 5% means $55,600 in payments and a total of $1,108,728. Yeah, they’re roughly the same, but the real problem could be if interest goes to 7%—it gets way out of whack and will look like the housing bubble in Ontario. They’ll then take all your paid-for land to cover. History does repeat.
GM lays off another shift as it moves production to the USA. The union offers resume writing for workers.
Today Trump goes after Bombardier, a Quebec giant, because Ottawa protects it with regulations on Gulfstream from the USA. Quebec has strong dairy protected by Ottawa. Western Canada canola and pea farmers get creamed for years by China and India, and Ottawa does nothing at all to help. Farmers wonder why eastern voters get the help while we’re pissed.
Sort of like Eby not letting a pipeline through, or the fake First Nations group (paid for by Americans) won’t let oil out—then he calls Albertans treasonous.
Wabb makes a joke but doesn’t look at his massive debt.
We’re not united till we get our shit figured out in Canada.
Equipment deals will be interesting this year as dealers have lots of iron. I’m guessing after the shit clears, multiples will end.
Fert going up—yeah, we need a forensic audit. Something is bullshit with that industry.
I think canola is moving to China now, and if we had info on what sales happen in Canada, it would give a great roadmap for selling instead of just putting in a price and hoping they take it. Maybe, just maybe, we could have a squeeze with export vs. crush. Right now, farmers aren’t winning a thing.
Peas are another joke, but at least they’re going up to $8.25 now—but fall is a joke; you need 70 yield to make money.
Cool all the way down to Florida, and it’s been that way since Sunday. The coming Sunday has it really cold. Winter wheat is getting hit—and hit good. A few lives are gone out of 9.
Anything else I forgot give it a add.
Friday cocktail.
Cranberry Orange Whiskey Sour
?
Ingredients (for 1 drink):
• 2 oz whiskey (bourbon works great for warmth, or vodka/gin for something lighter)
• 1 oz fresh orange juice (winter citrus is peak right now!)
• ¾ oz fresh lemon juice
• ½–¾ oz simple syrup (adjust to taste)
• ½ oz cranberry juice or a splash of fresh/frozen cranberries muddled in
• Ice
• Optional garnish: orange slice, fresh rosemary sprig, or dried citrus wheel for that fancy touch
How to make it:
1. Fill a shaker with ice.
2. Add whiskey, orange juice, lemon juice, simple syrup, and cranberry juice.
3. Shake hard for 10–15 seconds until super cold.
4. Strain into a rocks glass over fresh ice (or up in a coupe if you’re feeling fancy).
5. Garnish and cheers!
It’s tart, slightly sweet, and super refreshing—perfect for unwinding on a Friday after surviving January.
?
Have a great weekend next week I'll be 30 miles from Venezuela.
?
First, the land sale in our area went to who I thought would buy it—a hungry Ontario immigrant—and congratulations on buying J land for $700 large. It makes my Class 1 to 3 worth a million or more, I guess. Thanks for increasing my wealth.
Funny, like I said last week: one bank is backing most BTOs in western Canada to the tune of billions. Yeah, billions—but that would be mortgages, lines of credit, and everything else as bundled debt on all the property as security.
Cash is king, and like I said before, this looks like 1981 all over again. Except this time, instead of 20% interest on $187,000 land at $38,112 a year for 20 years (total paid: $762,000), now a $700,000 mortgage at 5% means $55,600 in payments and a total of $1,108,728. Yeah, they’re roughly the same, but the real problem could be if interest goes to 7%—it gets way out of whack and will look like the housing bubble in Ontario. They’ll then take all your paid-for land to cover. History does repeat.
GM lays off another shift as it moves production to the USA. The union offers resume writing for workers.
Today Trump goes after Bombardier, a Quebec giant, because Ottawa protects it with regulations on Gulfstream from the USA. Quebec has strong dairy protected by Ottawa. Western Canada canola and pea farmers get creamed for years by China and India, and Ottawa does nothing at all to help. Farmers wonder why eastern voters get the help while we’re pissed.
Sort of like Eby not letting a pipeline through, or the fake First Nations group (paid for by Americans) won’t let oil out—then he calls Albertans treasonous.
Wabb makes a joke but doesn’t look at his massive debt.
We’re not united till we get our shit figured out in Canada.
Equipment deals will be interesting this year as dealers have lots of iron. I’m guessing after the shit clears, multiples will end.
Fert going up—yeah, we need a forensic audit. Something is bullshit with that industry.
I think canola is moving to China now, and if we had info on what sales happen in Canada, it would give a great roadmap for selling instead of just putting in a price and hoping they take it. Maybe, just maybe, we could have a squeeze with export vs. crush. Right now, farmers aren’t winning a thing.
Peas are another joke, but at least they’re going up to $8.25 now—but fall is a joke; you need 70 yield to make money.
Cool all the way down to Florida, and it’s been that way since Sunday. The coming Sunday has it really cold. Winter wheat is getting hit—and hit good. A few lives are gone out of 9.
Anything else I forgot give it a add.
Friday cocktail.
Cranberry Orange Whiskey Sour
?
Ingredients (for 1 drink):
• 2 oz whiskey (bourbon works great for warmth, or vodka/gin for something lighter)
• 1 oz fresh orange juice (winter citrus is peak right now!)
• ¾ oz fresh lemon juice
• ½–¾ oz simple syrup (adjust to taste)
• ½ oz cranberry juice or a splash of fresh/frozen cranberries muddled in
• Ice
• Optional garnish: orange slice, fresh rosemary sprig, or dried citrus wheel for that fancy touch
How to make it:
1. Fill a shaker with ice.
2. Add whiskey, orange juice, lemon juice, simple syrup, and cranberry juice.
3. Shake hard for 10–15 seconds until super cold.
4. Strain into a rocks glass over fresh ice (or up in a coupe if you’re feeling fancy).
5. Garnish and cheers!
It’s tart, slightly sweet, and super refreshing—perfect for unwinding on a Friday after surviving January.
?
Have a great weekend next week I'll be 30 miles from Venezuela.
?
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