Join Mike for discussions on intelligence, security, preparedness, building a first world zone in a third world descent, and winning low intensity conflict... or at least not losing.
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Forward Observer Radio Podcasts
The Daily SITREP is your morning intelligence brief on domestic and geopolitical risk. We stream the show live starting at 0800 Central time, Monday through Thursday. You can catch the live stream on YouTube: https://youtube.com/earlywarningnetwork Join us on the High Side for members-only briefings on everything from U.S. politics to supply chains, to low intensity conflict, geopolitics and the risk of war. Start your free 7-day trial here: https://www.earlywarningnetwork.com/trial
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Canso provides portfolio management services to Canadian institutional and private investors, specializing in fundamental research and security selection. These publications have been prepared by Canso Investment Counsel Ltd. and have been prepared solely for information purposes. Information in these publications is not intended to constitute legal, tax, securities or investment advice and is made available on an “as is” basis. Information in these presentations is subject to change without ...
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1
Murphy: “U.S. Not a Functioning Democracy”
19:57
19:57
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19:57By Forward Observer Radio
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Trump Advisors Advocate for Venezuelan Regime Change
23:55
23:55
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DOJ Flips Nevada From Sanctuary State to Ally
9:01
9:01
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1
Trump Asks SCOTUS to Rule on Birthright Citizenship
17:59
17:59
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17:59By Forward Observer Radio
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CISA Emergency Memo: U.S. Gov Firewalls Breached
7:42
7:42
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7:42By Forward Observer Radio
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By Forward Observer Radio
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By Forward Observer Radio
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NATO to Russia: We'll Shoot Your Planes Down
17:49
17:49
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17:49By Forward Observer Radio
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By Forward Observer Radio
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Soros Family, DNC Wade into Redistricting Fight
17:19
17:19
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FBI: Terror Threat has Shifted to Northern Border
19:11
19:11
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1
Mangione's Terrorism Charge Dropped in NY
29:29
29:29
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29:29By Forward Observer Radio
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1
Kirk's Assassin to Make First Court Appearance
17:30
17:30
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17:30By Forward Observer Radio
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By Forward Observer Radio
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By Forward Observer Radio
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By Forward Observer Radio
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1
Chinese Hackers Impersonated Rep to Spy on Trade Deal
24:35
24:35
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DHS Launches Chicago "Operation Midway Blitz"
17:00
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17:00By Forward Observer Radio
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USCIS to Increase Citizenship Test Difficulty, Scrutiny
9:17
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DOJ Announces Expanded Operations at Canada Border
14:58
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By Forward Observer Radio
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By Forward Observer Radio
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1
Tac Intel: Community Organizing Edition
1:30:49
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Listen to the July 2025 Corporate Bond Newsletter
19:55
19:55
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19:55Send us a text Interest rates have been on the rise since the end of the first quarter, particularly in the long-end of the curve. From March 31st until time of publication, Canadian long bonds have risen 66 basis points (bps) while their American counterparts are up 44 bps, translating into price declines of 13% and 7%, respectively. Sources: Fool…
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Tac Intel Tuesday: Building an Intel Cell
1:07:37
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Send us a text The theme of our previous April 2025 Market Observer was that only a fool would try to predict what would happen to the financial markets and the global economies after Donald Trump declared his Tariff War on the World. The more expertise you possessed, the less you were probably able to forecast the actual outcome. As they say, it’s…
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Tac Intel Tuesday: Operation Excalibur Practical Exercise
1:00:53
1:00:53
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By Forward Observer Radio
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Tac Intel Tuesday: Riot Intelligence
1:03:56
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By Forward Observer Radio
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Tac Intel Tuesday: Area Study Walkthrough 2.0
33:43
33:43
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By Forward Observer Radio
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1
5 Reasons to Shift from Gear to Ground Truth
29:42
29:42
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29:42By Forward Observer Radio
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1
Listen to the April 2025 Corporate Bond Newsletter
20:32
20:32
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20:32Send us a textBy Canso Investment Counsel Ltd.
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Send us a textBy Canso Investment Counsel Ltd.
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1
Listen to the January 2025 Corporate Bond Newsletter
16:14
16:14
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16:14Send us a textBy Canso Investment Counsel Ltd.
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1
Listen to the January 2025 Market Observer
20:05
20:05
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20:05Send us a textBy Canso Investment Counsel Ltd.
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1
Trump takes on Greenland, Canada, & the Panama Canal [Weds, 08 JAN 25]
16:36
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Iran prepares for strikes on nuclear facilities + more [Tues, 07 JAN 25]
20:55
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20:55By Forward Observer Radio
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1
Listen to the October 2024 Corporate Bond Newsletter
17:07
17:07
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17:07Send us a textBy Canso Investment Counsel Ltd.
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1
Listen to the October 2024 Market Observer
18:31
18:31
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18:31Send us a text We were writing about the confused state of political and economic affairs in June and wondered, like the Marvin Gaye song title, “What’s Going On?”. We marvelled at how the financial markets were ignoring any bad news in their haste to move ever upwards in price.By Canso Investment Counsel Ltd.
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The Far Left's Reaction to a Trump Win in November
45:08
45:08
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45:08By Forward Observer Radio
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1
Listen to the July 2024 Corporate Bond Newsletter
16:46
16:46
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16:46Send us a text We are starting to see more and more credit opportunities emerging. Even though default rates remain relatively low, the increase in distressed transactions points to increasing stress among highly levered companies as interest rates remain higher for longer.By Canso Investment Counsel Ltd.
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Send us a text "What’s Going On” was the plaintive refrain and title of Marvin Gaye’s 1971 hit song about the controversial Vietnam War and the resulting societal and political upset in the United States. His song of confusion and disappointment seems as relevant to us today. We look with trepidation on the political and social tumult around the wo…
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1
Disaster Intelligence [Tac Intel Tuesday]
39:22
39:22
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39:22By Forward Observer Radio
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1
Listen to the April 2024 Corporate Bond Newsletter
15:58
15:58
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15:58Send us a text Like George W. Bush standing on the deck of the USS Abraham Lincoln in May 2003, the market appears to have hoisted the “Mission Accomplished” banner on this monetary tightening cycle. Risk premiums have dropped, borrowers have renewed access to capital and the percentage of economists predicting a recession has dropped considerably …
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Send us a text The so-called experts who called for dismal markets in 2023 were nowhere to be found in the 2024 New Year prognostications. Happy days were here again, and nobody wanted to spoil the fortunes from soaring markets that had been handed to investors by saying anything remotely negative this time around.…
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1
Listen to the January 2024 Corporate Bond Newsletter
17:56
17:56
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17:56Send us a text Corporate bond markets raced higher in the fourth quarter as inflation continued to decline, labour market strength showed signs of moderating and Federal Reserve policymakers signaled their rate hiking efforts may be coming to an end.By Canso Investment Counsel Ltd.
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1
Listen to the January 2024 Market Observer
29:41
29:41
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29:41Send us a text Generations of finance students have been taught Efficient Markets theory, but we have always begged to differ. What happened in 2023 to the financial markets and the economy should give anyone pause about how efficient the financial markets really are.By Canso Investment Counsel Ltd.
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Listen to the October 2023 Corporate Bond Newsletter
15:03
15:03
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15:03Send us a text It was a cruel summer in the bond market as interest rates climbed swiftly higher. Yields across both Canadian and U.S. government curves jumped, hitting levels not seen since 2007.By Canso Investment Counsel Ltd.
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