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The Great Uncoupling: Canada’s Bold Pivot Away from American Dependence

How geopolitical friction and strategic budgets are creating a new generation of Canadian investment opportunities—and what it means for your portfolio.

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Bill Cara
Nov 07, 2025
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Executive Summary: A Fundamental Shift

Investors beware: The traditional, integrated North American relationship is experiencing a fundamental shift. The core conflict is one of policy divergence. The world recognizes that under President Trump, the United States is embedding its protectionist “America First” agenda in all trade agreements, creating mark…

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