Larry Berman CFA, CMT, CTA

Believes A.I. will benefit corporate earnings, but is already being priced into the markets. Friendly CPI/inflation data last week pointing towards dovish US Fed policy (lowering interest rates). Market strength is rotating into under valued areas of the markets, in anticipation of falling rates.  

Doesn't own shares. Hard to predict business. Capital intensive business that hasn't performed. Would wait to buy. 

Great option to get exposure to Canadian banks. Excellent option for long term investors. 

Uranium production very sensitive to Russian instability. As a result, high prices have been good for business. Would recommend holding for the long term. Stock full valued at this time. Would buy around $60/share. 

Upcoming US election with return of Donald Trump should be good for Crypto prices. Policy of cutting taxes and pro business stance will be good for markets. Other sectors like clean energy - will fall, with traditional energy companies in favor. High tariff policy also not good for foreign companies. Paying attention to US Fed policy of likely interest rate cuts this fall. Lower interest rates will be good for overall strength in the markets. 

Believes upcoming statement by J.Powell will be indicative of the strength in the economy. Easy financial conditions, and relatively low interest rates have created strong markets. If US Fed wants to slow the economy - there are many tools to do that. Expecting weakness in the markets as consumers are starting to turn the corner (fragile). If Trump becomes President - will be interesting to watch. Full control of US government by Republicans might not be viewed positively by markets. 

Question is investor timeline, and size of position. If bought stock recently - will have to hold for a long time. Recent weakness in share price to be expected (stocks go up and down). Traders (not long term investors) should put "stop loss" orders in. Long term investors should buy when share price falls. 

Would buy on the dip. Not expecting for this stock to breakout in the short term. Good for long term investors. 

Good if interest rates rise. Not when rates are falling. Would not invest lately (Fed likely to cut rates). 

Would buy silver at this time. Commodities going to valuable going forward. Electrification will require more silver. Good time to buy.

Business of forecasting markets is impossible - 38 years of experience has proven this point. However, economic indicators ('economic surprise index') are pointing towards recession/hard landing. Rising interest rates will have impact on markets - just not sure when it will occur. Overall, structure of markets is very fragile. Yield curve has been inverted for almost 2 years. Expecting economic pain - just a matter of time. Large amount of US debt also a major concern. 

Believes US Presidential debate could be the beginning of the end for Joe Biden. Unsure of what a second Donald Trump presidency will mean for the markets. Further (Trump) tax cuts will be difficult given record budget deficits in the USA. Not much room for economic stimulus by the US Federal Reserve anymore. However, markets generally rose during Trump presidency. Generational low interest rates that have been added into mortgages have made the housing markets very fragile. Upcoming inflation numbers are expected to be good. Upcoming FedEx earnings will be indicative of broader markets and inflation in supply chain. 

Has owned shares in the past, but has since sold. Seeing value as the share price drops. Is a quality business with low capital requirements. Would buy at lower price. 

Quality product that is good for many investors. Has a nicely balanced asset base. Good for income seekers as well. Would recommend buying. 

Tough business to make money in, but can be traded on market volatility. Is a risky asset class, and would recommend as small portion of portfolio.