US Dividends For Canadians: Canadian companies may choose to pay US dividends for a few reasons. Although some companies are being traded in Canadian exchanges, their main operations are in the US. As a result, the majority of its profit and cash flow comes from the US dollars. Therefore, it is more efficient to pay shareholders directly in US dollars instead of converting back to Canadian dollars just for the sake of being listed in Canadian exchanges, which will incur additional expenses from currency conversion and hedges. Secondly, Canadian companies may want to attract a group of investors who want to earn income from US dollars without being subject to foreign exchange fees and currency fluctuation risks, allowing them to reinvest and purchase US securities.

In terms of taxes, Canadian investors get favourable treatment from this source of income, as dividends in US dollars paid by Canadian companies are considered similar to Canadian dividends. As a consequence, this would not be subject to the US foreign withholding tax of 15%, and the accountants just simply convert that US income source into Canadian dollars at an appropriate exchange rate to calculate investors’ total dividend income.
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Believes current market prices are presenting good buying opportunities for investors.
High quality companies with predictable cash flows are investors best friend.
Finding value in Japan, UK & Middle East.
Concentrated portfolio is best way to generate alpha for investors. 
Dividends are ok for investors - preference is for share buybacks or re-invested capital.

A great way to play the AI chip gold rush. 30% free cash flow, 44% return on invested capital, double the industry average.

The big names like Nvidia won't come down, but the laggards in this space will rally, like NXP, Intel and Qualcomm, if overall economic activity is stronger than expected. This could happen because the labour market remains strong.

Shares are down, because people misunderstand this during the debt ceiling debate. Pays an 8% yield and enjoys high barriers to entry. It's an opportunity now.

Took profits, up 60%. Simply profit-taking. The company is doing a great job. Covid in China is worry, so she's being cautious. She may buy this again.

Things can change, but don't predict, just prepare. For example, just because he observes the tech stocks being overbought, it doesn't mean he should go out and short them today. It just means he's a little cautious. The trend can be OK, but you have to prepare, just in case.

The current debt ceiling crisis reminds him of the crisis of 2011--fears of interest rates shooting up and the economy falling into recession. A month after the debt catastrophe was averted in 2011, investors made a ton of money.

Broader Implications of AI: AI is not necessarily a new topic, but the practicality of using AI to enhance one’s productivity or knowledge is a new development over the past several months. The rapid onset of AI usability recently has been attributable to two main factors: increased computational power in recent years and a research paper discovering ‘transformer architecture’ written by Ashish Vaswani.

It is still so early in the AI space that it is difficult to fully grasp all of the implications, however, we know that nearly every industry has the capability to integrate AI and improve economic productivity and efficiency, as a result of millions of new AI users in recent months the economic results of these new technologies will occur faster than most believe, and the key is to leverage these technologies rather than reject them. 
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A political event. If they don't pay the bills, the system will come down and both parties know that. It will get resolved, but it's a matter of who can extract the most from the other before the deadline.