Date: Thursday, October 7, 2021
Time: 7:30pm, Pacific Time
Duration: Projected 60 minutes.
Where: Zoom (Registration)
Frequently Asked Questions:
Q: What are you doing?
A: Third quarter, 2021 results. Will discuss various portfolio on-goings and where I see things headed forward. This is in lieu of my typical lengthy quarterly report that I write up which I no longer make publicly available. There should be some time left for Q&A, so please feel free to ask them on the zoom registration.
Q: How do I register?
A: Zoom link is here. I’ll need your city/province or state and country, and if you have any questions in advance just add it to the “Questions and Comments” part of the form. You’ll instantly receive the login to the Zoom channel.
Q: Are you trying to spam me, try to sell me garbage, etc. if I register?
A: If you register for this, I will not harvest your email or send you any solicitations. Also I am not using this to pump and dump any securities to you, although I will certainly offer opinions on what I see.
Q: Why do I have to register? I just want to be anonymous.
A: I’m curious who you are as well.
Q: If I register and don’t show up, will you be mad at me?
A: No.
Q: Will you (Sacha) be on video (i.e. this isn’t just an audio-only stream)?
A: Yes. You’ll get to see me, but the majority will be on “screen share” mode with MS-Word / Browser / PDFs as I explain what’s going on in my mind as I present.
Q: Will I need to be on video?
A: I’d prefer it, and you are more than welcome to be in your pajamas. No judgements!
Q: Can I be a silent participant?
A: Yes. I might pick on some of you though. Bonus points if you can get your cat on camera.
Q: Is there an archive of the video I can watch later if I can’t make it?
A: No.
Q: Will there be a summary of the video?
A: A short summary will get added to the comments of this posting after the video.
Q: Will there be some other video presentation in the future?
A: Most likely, yes.
Would appreciate the summary! I’m too old to stay awake for these out here in Atlantic time. Happy Thanksgiving!
Amusement of the day – “I’ve read that theres a bear season… I’m not touching anything til it goes back up”
Federal Election, CEWS/CRB impacts
Enbridge Line 3
Bombardier C-series (now Airbus 220)
Natural gas (getting caught short)
Glenn Chan, Covid-19
Performance / Portfolio update
Discontinuities between commodities (e.g. Iron Ore and Met Coal)
Review of Bank of Canada QE and government bond pricing
VIX / SPX Price of Protection review
COVID-19 Misinformation