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All the AI is causing a demand shock to the market. Meanwhile, the polymarkets predict a 65% chance of the Democrats taking the Senate, and a complete (91%) chance the Democrats take the House. This means gridlock in Washington which is very good for stock markets, though this market is different given the concentration in AI, which has caused huge returns in recent years. It's projected that US$878 billion will be spent on AI capex in 2027. The AI trade is the only thing keeping the economy going. So many sectors, like housing, are in recession while the US deficit is running at 6% of GDP. Meanwhile, we have to double energy production by 2030 to feed data centres. All this is inflationary. We're reaching an inflection point where the US S&P equal-weight ETF is the better buy and no longer the laggard.

He just bought it. He's bullish pharma and biotech. They replaced Humana, their super drug, with others that are up 24%. He likes the 2.4% dividend and double-digit growth rate. He was waiting and can't wait anymore to enter this.

Is encourage with how they're leaning into Agentic governance with new AI tool. They just got a few ratings upgrades.

The new content executive starts soon. NFLX is incredibly positioned. Continue to be patient. It's a fine stock to own.

Orders are up 40%.

There's so much to focus on: tariffs, trade wars, geopolitical tensions, interest rates, oil prices, inflation. When you boil it down, it's rates and the impact on inflation. The market projects two more US hikes, and 3-4 in Canada in the coming year which is harder to understand because Canada's economy is weaker than America's. The US dollar's strength surprises him. There's a lot of angst with markets at highs, but facing Trump's policies. You may need to harvest stock gains and buy stocks. The 60/40 portfolio split remains good as the US yield rises to 5%. Are there too many ETFs? He can't keep track anymore, though not one for Canadian defence which he'd like to see.