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Boudrias

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Everything posted by Boudrias

  1. Edler came out of northern Sweden and was unheard of. Gradin gets a call from a friend to come and look at this young defenseman and does, the rest is history. Gradin had a great playing career with the Canucks but I would argue his scouting has done just as much for the franchise. Totally agree with you that Edler was hardly a slow starter.
  2. Maybe I over simplify things but IMHO people should be able to sit down and debate how they will spend taxpayer's money in the best interests of taxpayers. It is the responsibility of elected politicians and their public servants to do that. That is not happening in the USA or Canada right now. It has not been for some time. These people don't even do a decent job of explaining the current financial situation faced by citizens and their kids and grand kids. Americans in a corner are not above throwing their weight around, Trump isn't the first. ie Johnson grabbing Pearson by the lapels. At the end of the day it is all about the economy as many people don't care about politics much. They want to be able to feed their families. Desperate times allow dictators to take over. I am not saying that Trump is a dictator or close to one. It is about the on going slid and who will be POTUS in 2024 or 2028. If nothing else Trump has exposed the media as a ideological construct. I don't believe most of what I see or read anymore.
  3. "The markets are a forward pricing mechanism". Suggesting that the markets have evaluated a Biden win and discounted that win is likely a stretch. Not saying that part of the market might have done so but many factors at work. Money is leaving the bond market and going where? Equities. Traditionally the bond market is 3X the size of the equity market. Pension funds are desperate for returns and are turning to equity and private capital for those returns. Pensions cannot meet their commitments and many States are bankrupt. IMO the climb in gold markets is a clear indicator of the unease in the markets. I do not think Biden can come close to saving the economic fallout of global debt issues. Electing him because Trump is a jerk hardly lessens the risk that those forces behind Biden represent. Who will influence POTUS Biden who obviously has cognitive problems. It does come down to the lessor of 2 evils. Massive intervention in capital markets by the left with a laundry list of unrealistic demands probably sinks the ship faster than Trump can. All that said Trump will not turn the tide either. The key issue in this election is how the USA will deal with the overwhelming debt facing the nation. Covid is not the sole cause as this situation has been brewing for 20 years. I place Bernie Sanders, Justin Trudeau and Donald Trump on the same platform. They use taxpayer dollars to make unsustainable promises to a gullible public. Trump could have been challenged over the past 4 years by his economic actions. Instead the DNC dwelt in personal attacks. They should have spent their time building a platform of unity with those across the aisle. They did not. No matter who wins in November the USA will be divided and there will likely be violence. Anyone who does not think Canada will not go down the same path are ignoring reality. When government cannot provide social programs the disillusioned and desperate will do bad things.
  4. These playoffs are as much to do with featuring those players who won't be here in 3 years and moving them or shortening the term. Hard decisions to be made by Benning.
  5. The playoffs this year is a feature op for the Canuck org in the UFA market. IMHO UFA players will see the talent and want to jump on the bandwagon. Management's challenge will be sifting thru the resumes.
  6. Hughes dominated out there. Makes his team mates better. I admit going in that I wanted Van to play 5 OT games and then draft the #1. Thats gone now and I think they can win another round!
  7. It is hard not to cheer for Stech as he gives it every shift. I don't see him on a CUP contender so he will be gone IMHO.
  8. Canucks get the first goal and it puts Minny back on their heals. You have to play a different game when you are down. It took some of the physical pressure off the Canucks and allowed the Canucks to play more conservative.
  9. I use Qtrade. About 25% of my gold weighting is in physical bullion held in CEF.A on the TSX. My silver play is FVI but I also have FNV which does have some silver exposure. The historic ration is 47:1 and is currently about 80:1. There must be a silver ETF but I haven't looked. I make the argument for precious metals as governments world wide continue to devalue their currencies by QE and printing money. IMHO this results in massive inflation. People have been lulled into believing this massive debt means nothing. Governments will pass on the cost through the market place with increased inflation. It might work but I highly doubt it. If panic kicks in I can see the gold trade doubling.
  10. The compete level by EP40 is truly impressive. He puts on another 10-15 pounds and it will enable him to make moves that will amaze even more. His physicality will likely wear on him over a number of games but he is developing a base to work from.
  11. I am about 25% bullion and 70% miners. I added 5% of HEP last week. I was getting antsy on miner valuations and added HEP for some yield on covered calls. It might limit the upside but I am OK with that. It will be my first sell if necessary. That said I can see this being a 18 month to 2 year play.
  12. Gold at $2052! I started buying at $1120. Many predicting $3000 (Dines & Carrasco). Biggest short term threat is a Covid vaccine. IMHO the real strength in gold is a monetary one as people are losing faith in government monetary policy. When real panic sets in I can see +$5000. It won't matter who is POTUS on Nov.4th. Trudeau is an absolute joke. Canadian debt in aggregate is worse than most. The EU is a painted pig. Japan is in its own debt world. Nope no savior out there.
  13. I think you are right. We don't know what Green is dealing with here. That said I think he goes in. Jake has great o-zone presence and should keep the Minny defenders looking for his hits. Even tho Van played a physical game in #1 it has to be better. I think it will be as the team vets will realize that. Sit Roussel and play Virt.
  14. Vancouver has to play the Minny d-core heavier. This is where they can win the series. It is obvious that Minny thinks their game has to be the same way. They can beat Van by hitting their 'd' and throwing the Van game plan into the trash. That said I thought the Canucks did a decent job breaking up ice. I am not as negative on the effort that many fans seem to be. Add a heavier body like Jake into the mix and crowd the Minny net. It should work.
  15. Hmm. I have a relative who works for Telesat I had better make a call. I have to chuckle at how things have changed. When he worked for Spar he laughed at SpaceX as a crass American attempt at the pure science of space exploration. Now his satelites are launched on SpaceX rockets.
  16. Your knocking off a lot of good points. This series is all about playoff experience as you rightly pointed out this club is not a contender yet. I liked the way they came up ice, Marky and Ferland played well. Canuck forwards did not get enough shots as most of the SOG came from the defense. Also thought the Minny d-core were not hit/played heavily enough. EP40 was checked hard all game and he did well. Canucks will adjust and come out stronger next game. I was surprised Virtanen wasn't played but as an outside observer who knows what the story is. I do expect him in next game. Jake is a model for heavy playoff games. I take Roussel out and put Jake in. Roussel is a great agitator but I want Jake's heavier hits, speed and his ability to protect the puck in the ozone. He has both a slapper and a heavy wrister and if he doesn't score he creates rebounds. Roussel won't be on this team in 3 years when they are contenders but Jake will be.
  17. Who does the Canuck 3rd line play against? Does Green think Gaudette is strong enough in the FO circle? I can see Sutter coming up to 3C or being spotted in there for key FO's. Even tho Roussel scored last game I would still put Virtanen in there either today or Game#2. If Ferland fades Virtanen can go there as well. Minny's goaltending has to be worse than Marky and Van has to have speed. Van's key to the game is their d-zone play.
  18. EPS miss by 7X? Amazon is pretty tight with their info. You get what they choose to give you. Revenue +40% in Q2 to almost $90B. I read Bezo's biography which was fascinating. Truly rags to riches.
  19. I was stopped out of 75% of my shares back in March and have never felt comfortable buying back. My bad. I take comfort with MSFT.
  20. Is there another player on the Canucks who can spread the neutral zone like Jake's speed can? IMHO these playoffs are as important to his career as at any time he has played for the Canucks. He needs a new contract and the management has to know whether he can be motivated to excell in these conditions. Green is pushing the kid and hopefully he responds. Over the longer term Sutter and Ericksson do not replace Jake. MacEwan is a nice story but we have to see where that goes. I am confident that Jake will see TOI pretty soon.
  21. I think this CUP series likely tells the tale on Ferland's future career prospects. How he stands up is something he has to know as well as the Club. I wish him well.
  22. I was thinking more like a 20 game stretch. I certainly do not think he bumps Virtanen out.
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