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sageinvestors.bsky.social
Sage Investors
@sageinvestors.bsky.social
I teach & engage with new & experienced investors on how to make more successful investment decisions buying/selling stocks/bonds & ETF’s so they can achieve financial freedom with confidence. sageInvestors.ca
Yet profits are up? Something doesn’t add up. If CO’s absorbing & spreading out to all products, margins go down. If passing on, inflation up or everyone is faking paperwork on origin declarations. www.bloomberg.com/news/article... it’s a consumption tax and $ taken out of economy.
US Firms Paid Nearly 90% of 2025 Tariff Costs, NY Fed Study Says
Nearly 90% of the economic burden from tariffs in 2025 was borne by US companies and consumers, according to a new study by economists at the Federal Reserve Bank of New York found.
www.bloomberg.com
February 13, 2026 at 11:53 AM
Today in the markets was more like a liquidation day...sell some winners to cover off losers. Fortunately didn't have to go there.
February 12, 2026 at 10:02 PM
I still have some memory of life here pre-free trade…and it wasn’t that bad. We trudged along for decades upon decades. It was fine. Sure it should continue but I’m getting tired head over all this now. So hey go be a hero and gut it.

www.bloomberg.com/news/article...
Trump Privately Weighs Quitting USMCA Trade Pact He Signed
President Donald Trump is privately musing about exiting the North American trade pact, people familiar with the matter said, injecting further uncertainty about the deal’s future into pivotal renegot...
www.bloomberg.com
February 11, 2026 at 5:36 PM
Not uncommon but notable that they’re going harder to raise money outside US. www.bloomberg.com/news/article...
Alphabet Begins Selling Multi Tranche Debut Swiss Franc Bond
Alphabet Inc. is selling at least $9.4 billion in sterling and Swiss franc-denominated bonds, including an ultra-rare issue of a 100-year note, following a bumper deal in the US.
www.bloomberg.com
February 10, 2026 at 12:17 PM
Article gives every reason except the main one which is private equity levered it up, stripped it for parts and left it for dead. Wash rinse and repeat.
February 10, 2026 at 2:28 AM
Yeah that’s about right and I say that with sadness. The core principles of capitalism have been trashed for a long time now.

www.nytimes.com/2026/02/06/o...
Opinion | The Finance Industry Is a Grift. Let’s Start Treating It That Way.
www.nytimes.com
February 8, 2026 at 12:06 PM
The portfolios are nailing it today and this week for that matter...but the cringe is still there.
February 6, 2026 at 9:00 PM
CNN Fear and Greed showing at 44 (Fear)

Lot's of fear buying for sure today.

#headscratcher
February 6, 2026 at 8:26 PM
It's these bounce back days in the markets that are just giving energy crystals to a Mad King. Who's pushing back if their portfolio is growing?
February 6, 2026 at 5:08 PM
It's not really about him anymore. It's about 80+ million people who have enabled this 3 times & being successful at it twice.

www.nytimes.com/2026/02/06/u...
Trump Posts Video Portraying Obamas as Apes
www.nytimes.com
February 6, 2026 at 4:33 PM
200 billion in capex spending for this.
MLB players have struck a deal allowing AI versions of themselves to be created ⚾️

• Each AI character will reflect the player's voice and interests

• They can chat and charge for interactions with fans
February 6, 2026 at 11:19 AM
From up 150% on my Ether position, now up 3%.

Still don't remember where I put it so whatevs.
February 5, 2026 at 9:45 PM
#sagetrades2026 Canada Goose stock got hammered almost 25% as margin projectsion fell from 32% to 26%, despite the fact sales were up double-digits in Canada, CHINA, and Europe.
February 5, 2026 at 9:08 PM
Clip from one of our Investing In Motion episodes where I muse about how cringe investing has become. youtube.com/shorts/Dddly...
Investing In Motion - Cringe Investing
YouTube video by Sage Investors
youtube.com
February 5, 2026 at 8:24 PM
So software stocks are garbage
AI stocks are garbage.

Explain why everyone's been buying tech stocks?
February 4, 2026 at 9:33 PM
US stocks down. US$ down Mad King induced crypto down. Tech bro stocks down

Canada/Euro/Asia stocks up. Gold up.

Probably nothing.
February 3, 2026 at 7:58 PM
Yes sounds like a brilliant idea to make your business entirely dependent on AI right now and then get ghosted.
February 2, 2026 at 7:29 PM
“Mr. Warsh’s record suggests that he may soon become one of the worst economic forecasters ever appointed to the chairmanship.”

www.nytimes.com/2026/02/01/o...
Opinion | What Worries Me About Trump’s New Fed Pick
www.nytimes.com
February 1, 2026 at 12:44 PM