Nollies Capital
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nolliecapital.substack.com
Nollies Capital
@nolliecapital.substack.com
The North’s Narrative 🇨🇦. Unpacking Canada. Everything from tech, to business, to the real economy. Writer on Substack🔴⚪️
To me, this is a no brainer. Canadian farmers get some much needed relief in return for essentially 2.5% of total vehicles.

The cherry on top would be if BYD or other Chinese manufacturers decided to open up plants and create jobs in Canada!
January 25, 2026 at 6:52 PM
Canadas China deal was not a full free trade deal. It was targeted, you lower tariffs on our EV's and we will lower tariffs on Canadian canola and other Ag goods.
January 25, 2026 at 6:52 PM
The States are shutting down society over sweater weather while we are literally colder than the surface of Mars and just annoyed we can’t cross-country ski.

(Yes these are legit news headlines from today 😂)
January 24, 2026 at 5:39 PM
6) Governor of the BOC from 08-13 (financial crisis times)
7) Governor of the Bank of England 13-20
8) Vice Chair at Brookfield Asset Management
January 23, 2026 at 4:41 PM
The Deal:
• FIPA agreement to be finalized by Summer 2026. 
• New "Joint Economic Commission" established. 
• Focus: Diversifying capital sources beyond the US. 

The "Carney Pivot" is in full swing,seeking global cash to build domestic infrastructure.
January 18, 2026 at 4:45 PM
I’m in full agreement. The alternative, is essentially bet on trump not making some irrational decisions.
Atleast with China we know what we are getting
January 16, 2026 at 4:34 PM