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Burlington, Ontario
Joined April 2023
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Rocklinc Investment Partners Inc. Announces Rocklinc Principled Equity ETF Listing on the TSX
rocklinc.com/newsroom/rockli…
Canada's federal debt:
~$520B after the 2008–09 crisis
~$630B a decade ago
~$1.3–1.4T today
Projected $1.6T by 2031
On Worth Investing, @JonathanWellum explains why the real danger is the interest bill. 🧵
ALT Worth Investing episode thumbnail: Canada's Debt Bomb, with Jonathan Wellum on The Marc Patrone Show
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Interest is running about $60B a year and is expected to top $85B within four years.
"When you leverage an economy with so much debt, eventually it comes back to haunt you with the interest costs."
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Full episode: youtube.com/watch?v=p6p6hm_k…
Get The Principled Investor newsletter: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.
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Some stocks that ran up a couple hundred percent this year are now down 30–40% in just a couple of months.
@JonathanWellum on why the AI hype is cooling and what investors should do about it 🧵
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The stocks no one cared about last year are now going up. Investors are looking at true cash flow and true profitability again.
Focus on fundamentals. Be very careful about short-term speculation, or you get caught holding the bag.
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Get Jonathan's weekly insights in The Principled Investor: rocklinc.com/principledinves…
ROCKLINC and/or RKLC may hold positions in securities discussed. Not financial advice. Please see rocklinc.com.
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Canada has an inflation problem AND a dollar problem. If the dollar weakens, inflation gets worse.
@JonathanWellum on why the US is better positioned to handle it 🧵
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The US has the world's reserve currency, and its productivity is growing at a much higher rate than Canada's. More efficiency can help settle inflation down.
Canada? Productivity going nowhere. Virtually no GDP growth per capita.
Get Jonathan's weekly insights in The Principled Investor: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.
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Economics isn't just for pundits and Wall Street. It's the everyday work of ordinary people under the lordship of Christ.
@JonathanWellum's essay on a biblical foundation for economics is now a 40-min audio reading from @Christ_OverAll 🧵
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"Economics that forgets Genesis 1–3 will not merely misprice goods. It will always price people as less than they are."
🎧 christoverall.com/podcasts/5…
📖 christoverall.com/article/lo…
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Private property. Sound money. Honest work. Limited government. Voluntary generosity.
For more from Jonathan on stewarding wealth with conviction, join The Principled Investor: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.
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AI and chip stocks that ran up a couple hundred percent this year are down 30–40% in a couple of months.
@JonathanWellum on The Marc Patrone Show: trillions went into data centres and chips, and now the market wants to see the profits. 🧵
ALT Worth Investing with Jonathan Wellum: AI Stocks Dump on Uncertainty
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When valuations are this high, one missed earnings report hits hard.
Jonathan's answer: fundamentals, real cash flow, and predictable businesses at sensible prices. "You pay a lot for a cheery consensus in our business."
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Full episode: youtube.com/watch?v=YpsxiqQr…
Get The Principled Investor: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.
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Economics is never a neutral science.
Before it's about markets or money, it's about who made us and who owns the world.
Part 1 of 4 from @JonathanWellum's new essay on a biblical foundation for economics 🧵
ALT Christians and Economics, Part 1 cover: Economics begins with God
ALT Economics is never a neutral science
ALT Psalm 24:1, The earth is the Lord's and the fullness thereof
ALT Made in His image: dignity, responsibility and creativity
Moral character is always the scarce resource.
Nations sitting on oil, cobalt and gold stay poor once honesty and trust collapse. Rich ground, poor people.
"Natural resources do not make a civilization. Moral character and obedience to the norms of creation do."
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Read the full essay on Christ Over All: christoverall.com/article/lo…
Get The Principled Investor: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.
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ROCKLINC Investment Partners retweeted
“Equality of outcome enforced by coercion is not justice. It is the politics of envy dressed in the language of compassion.”
@JonathanWellum explains why Christians must reject socialism and recover a biblical understanding of economics.
Read the article here: christoverall.com/article/lo…
For the first time since 1933, British Columbia has a Conservative government.
@JonathanWellum on The Marc Patrone Show: early estimates put up to $100 billion of new capital coming into the province over the next five to seven years. 🧵
ALT Worth Investing with Jonathan Wellum: B.C. says bye-bye to Eby's NDP. ROCKLINC.
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Why? Property rights. "You're not going to invest in a province if you're not sure who owns the property and who owns the land."
A DRIPA repeal, 120-day project approvals and a plan to double natural gas by 2032 are all on the table.
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Full episode: youtube.com/watch?v=wSA_CxIJ…
Get The Principled Investor: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.
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