Tag: Canada

Diplomacy, GeopoliticsLeave a comment

Morning Briefing — Saturday, May 16, 2026 · 8:00 EST · ~1,280 words

Colin Henderson

Today’s briefing is dominated by two interlocking failures: the Trump-Xi summit produced no firm Hormuz commitment, and the US-Iran MOU process remains stuck on an unbridgeable enrichment gap. Both outcomes were confirmed within the same 24-hour window, leaving markets and energy traders with nothing to price optimism on. Russia’s largest aerial barrage since the invasion — launched during the Trump-Xi summit, almost certainly deliberate timing — adds a third simultaneous stress point. European strategic exposure to all three is now being explicitly named by EU leadership, not just hinted at. 1. What Changed Hormuz: seizures continue, Chinese ships exempted, CENTCOM … Continue reading Morning Briefing — Saturday, May 16, 2026 · 8:00 EST · ~1,280 words

2026, 2027, WeatherLeave a comment

NOAA pointing to rising odds it could reach “Super” El Niño status later in 2026

Colin Henderson

Interesting El Niño picture for 2026. Prompt Claude Apparently El Niño is growing rapidly. What does that mean for our spring an summer Output Here’s the picture as of today.What’s happeningLa Niña has collapsed rapidly and El Niño is expected to emerge by this summer, with NOAA pointing to rising odds it could reach “Super” El Niño status later in 2026. NOAA’s Climate Prediction Center now puts an 82% chance of El Niño emerging by May–July 2026, and a 96% chance it persists through winter 2026–27. ECMWF models show the event could easily exceed the +2°C “Super” threshold, with most … Continue reading NOAA pointing to rising odds it could reach “Super” El Niño status later in 2026

Agents, AGI, AI_factories, AI_research, banking, Business Models, Development, Frontier_AI

Exploration of thesis: “Saas shift to Gaas”. What are impacts on Core Banking software vendors and regulatory regimes

Colin Henderson

(Gaas – Agentic AI as a service – source NVDA) Here is some real time research that emanates from today’s Morning Briefing. The core of this disussion is the shif to Agentic AI and provision of core services which goes to the heart of commoditisation for tranditional vendors. The scope of this discussion here is on core banking software vendors and banking regulatory regimes OSFI. Explanation 1. Prompt: my comments and questions 2. Output: results from Claude.ai This is raw realtime thinking. The space is moving fast driven by frontier development with Anthropic Claude Mythos exemplifying the direction of Gaas … Continue reading Exploration of thesis: “Saas shift to Gaas”. What are impacts on Core Banking software vendors and regulatory regimes

Canada, Geopolitics, intel

Morning Briefing — Thursday, 12 March 2026

Colin Henderson

“What Changed” items, three new/emerging flags, five secondary items, and one long-form pick.A few things worth flagging from this morning:The Russia tactical integration item is the sharpest new development — moving from general targeting assistance to specific drone doctrine is qualitatively different and will require a Western coalition response of some kind. Watch for NATO statements later today.The France nuclear doctrine signal is the carry-forward item with the longest arc — if Macron moves from signalling to any kind of formalised burden-sharing arrangement, it restructures European security architecture in ways that will take years to fully register.On Canada-US trade — … Continue reading Morning Briefing — Thursday, 12 March 2026

Canada, Economy, Risk, Roam

Benjamin Tal economist CIBC – Canada -US trade future

Colin Henderson

Benjamin Tal, deputy chief economist at CIBC World Markets 10/04/25 Despite all the calls to diversify Canada’s trade, the country will end up more dependent on the United States once tariff negotiations have concluded, according to a well-known economist. “We are in the midst of a global trade war, and in a global trade war, like in the Cold War, you have to choose sides,” Benjamin Tal, deputy chief economist at CIBC World Markets, said. On Wednesday, U.S. President Donald Trump turned his global trade war into a faceoff with China after he announced a 90-day reprieve on higher reciprocal tariffs levied against other countries, but raised … Continue reading Benjamin Tal economist CIBC – Canada -US trade future

AI

The Canadian roots of Elon Musk conspiracist grandpa

Colin Henderson

Raised in Saskatchewan, Joshua Haldeman was a tech-utopian, politician and apartheid fan In considering programming and definition of AI the complications and social drivers that brought a chiropractor from Saskatchewan to be the grandson being the richest and arguably most powerful man in the world has many frames of thought and dynamics in producing such a person. Read on for an unbelievable yet true profile. By Geoff LeoMar. 20, 2025 Joshua Haldeman was just one of thousands of Saskatchewan farmers who lost their land in the drought of the Dirty ’30s. While that trauma shaped the lives of everyone who … Continue reading The Canadian roots of Elon Musk conspiracist grandpa

Canada

NP View: A roadmap for Canadian prosperity

Colin Henderson

This country can be very wealthy if Ottawa gets out of the way Published Feb 08, 2025  •  Last updated 1 hour ago  •  4 minute read Parliament needs to be recalled immediately because, even though U.S. President Donald Trump’s across-the-board 25 per cent tariffs have been put on pause, the threat remains. Instead, Prime Minister Justin Trudeau hosted a “summit” with business and labour leaders in Toronto on Friday morning. While Trudeau gave a speech at the summit, the most significant thing he said came after he shooed reporters out of the room so he could speak privately with investors. When he thought the … Continue reading NP View: A roadmap for Canadian prosperity

Uncategorized

TD Bank created an environment that allowed financial crime to flourish

Colin Henderson

Senator Colin Deacon summarised the impact of the fine TD Bank was hit with after the US Innvestigation assessed they knowingly worked to avoid AML rules and thuse became criminals themselves. This United States Attorney General Merrick Garland humiliated this Canadian bank over something so fundamental. AML rules are intended to eliminate one aspect of the transfer of cash or funds from being criminal proceeds to legitimate business proceeds. Deacon is correct in thei being a humiliation for Canada, yet OSFI have been silent on this matter, something I find even worse. Here is a short piece on thereaction of … Continue reading TD Bank created an environment that allowed financial crime to flourish