The MacroTourist

The MacroTourist

PIERRE POILIEVRE MAGIC FAIRY DUST CAN'T SAVE THE CANADIAN ECONOMY

The 'tourist walks through why replacing Trudeau won't be enough and how he is changing his long-running Loonie short

Kevin Muir's avatar
Kevin Muir
Jan 06, 2025
∙ Paid

I’ve been bearish on Canada for a while. It started in mid-2023 when I wrote the piece TIME TO SELL CANADA and continued the next year when I followed up with TIME TO LEAN INTO THE CANADA SHORT. Along the way, when the Loonie rallied a few cents, folks often asked me if I’ve changed my mind. My response has always been, “until the fundamentals change, t…

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