Canadian Energy outlook with Des O’Kell; The Fed abandons one Policy and Readies for YCC
Greetings Investors! This weekend I have a couple more discussions for you: uber-meaty (and potentially extremely profitable) where Canadian energy is concerned…
…and a part-evolving and part-looming duo of policy changes coming from The Eccles Building in Washington, as America’s finances compel them both.
First, I visited early this past week with Des O’Kell, President of Enterprise Group, Inc. (TSE-E; OTCQB-ETOLF) to discuss the big picture of Canada’s energy sector for a new episode of Your Money Today.
You can watch/listen at THIS LINK or by clicking on the above graphic.
Saving a specific update on Enterprise — one of our best performers of the last few years, up about TEN-fold from its bear market low — for just a few days later, Des and I discussed the growing fortunes and allure of the resurgent Canadian energy sector overall.
And it’s an especially “turbo-charged” story for U.S. investors placing their bets on Canada!
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Next, as always, I sat down with The Prospector News’ podcast host Mike Fox late in the week following the latest Fed meeting which actually WAS more consequential than most initially realized.
You can listen to that conversation RIGHT HERE or by clicking on the above graphic.
I’ll save my thunder for your listening (and keep you in a wee bit of suspense, if you haven’ already tuned in since it was posted.)
But there are two MAJOR takeaways here:
First, doing everything but coming right out and admitting it in so many words, Fire Marshall Jay took another step back toward being an arsonist.
In short, as I describe from the Fed’s own statement and projections, the central bank IS tacitly running up the white flag on its ostensible 2% inflation target.
That will have massive implications for markets in the months ahead.
Part and parcel of the doomed Math compelling this, we’re also likely to hear more bit by bit about the Fed either initiating or–perhaps even more likely, as President Trump will be increasingly involved–being dragged into some version of Yield Curve Control.
And as Mike and I discuss, given that the environment is going to be much less favorable than it was during a couple past historical attempts at this, it’s doubtful that the markets are going to respond well to this (UNLESS, that is, you are in those assets that will do the best as the U.S. dollar is debauched more than ever!)
Stay tuned!
All the best,
Chris Temple
Editor/Publisher
Sunday, June 22, 2025
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