TSX:BPO.PR.A - Post by User
Comment by
Carenaon Jun 04, 2024 3:49pm
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Post# 36071843
RE:RE:RE:RE:RE:RE:Echo Chamber
RE:RE:RE:RE:RE:RE:Echo ChamberHi Sonoffergus,
Hanlon's Razor - you sent me to the googler again! Lol.
That is an interesting take on BN and BAM today. These kind of trading days can be key moments. For the record I am quite long BN and have a small position in BAM.
I am on record that 2024 is going to be an interesting year for BN et al and BN is officially a "show me" story going forward.
it is interesting to me that I think Mark Carney (BAM Chairman) is on record saying rates are higher for longer and Bruce Flatt is on record saying to expect a 200bp drop in rates. Interesting times for sure. I am guessing it is not much FUN to be anywhere at Brookfield these days. They gorged on low rates and now the work is likely really hard.
Have a great day,
Carena