TSX:AX.PR.E - Post by User
Post by
Frankie10on Mar 19, 2024 10:59am
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Post# 35940560
Samir’s Gambit
Samir’s GambitCDN CPI cooling, CDN gdp per capita in a negative trend, JPY breaking, Europe has been a mess...
US holds all the cards. This is why the UN was begging the US to cut rates. The power of the US and the USD as the global reserve currency is on full display.
Needless to say, I expect rate cuts, in Canada at least. On top of rate cuts, which will send cap rates lower - Samir is about to get his hands on nearly half a billion of proceeds -- while the unit price trades at a DEEP discount to NAV. I have been buying all year. I can't wait to see Samir's Gambit.