ETF for parking US, Canadian and Australian $ to be used at short notice. With interest rates as low as they are you are not going to get a low risk yield and take it in. In the high yield space there are some options but they have equity-like risk. Putting CAD$ in a foreign currency, it is attractive to hold US$. The DLR-T gives you a money market type yield. FXA is the Australian dollar ETF.

ETF for parking US, Canadian and Australian $ to be used at short notice. With interest rates as low as they are you are not going to get a low risk yield and take it in. In the high yield space there are some options but they have equity-like risk. Putting CAD$ in a foreign currency, it is attractive to hold US$. The DLR-T gives you a money market type yield. FXA is the Australian dollar ETF.

Top 4 ETFs when a correction starts, with a 15 year time horizon to retirement. You need a core position in the S&P. It is 40% of the world equity markets. He likes technology and cyber security and emerging market technology. EMQQ is like a NASDAQ exposure. ITEQ is Israel Technology. Put small amounts in these areas. Underweight Canada. Wait until we have dropped 25% before moving into these. We will get to 40% in the upcoming correction.

There is value in it at $10 to $15 dollars. Insurance companies in a negative interest rate environment are tragic. This sector is a 'Hard Avoid' until the dust settles.

There is evidence of a bottom developing but he thinks we are in a world where growth is slowing. You need a robust economy to invest here, but it may be tradable. The story over 5 years is down.

It is an interesting play here. One would need to understand the fundamentals which he does not focus on. Looking at the chart, there were issues and now a bottom is developing. You would need to take out the $2 resistance. He would avoid it. It is completely speculative on a turnaround.

It is not a gold ETF but an investment company focusing on special metals. It is like a proxy on precious metals and he would rather go directly to the commodity. He loves the gold space.

Educational Segment. Gold with negative interest rates. Gold with negative interest rates. Gold is an attractive asset class. GDX-N is an example. Gold peaked out at US$1900 in 2011 and there will be a lot of resistance at $1525. He thinks we have a date with gold at $1900 again. It's at a 35 year low and is a no-brainer. He thinks this ETF could double.

Educational Segment. Gold with negative interest rates. Gold with negative interest rates. Gold is an attractive asset class. GDX-N is an example. Gold peaked out at US$1900 in 2011 and there will be a lot of resistance at $1525. He thinks we have a date with gold at $1900 again. It's at a 35 year low and is a no-brainer. He thinks this ETF could double.

It is a strip corp. where they strip out the dividend. You will see price shocks on this one. It is highly leveraged. He does not like it. There is a lot of risk here.

Oil. Thumbs down before it goes materially higher. We are going down into the $30s in the next recession.

On Friday, Trump said maybe China won't do a trade deal until after the US election. The markets are very complacent now, though we are entering seasonal volatility. Trade is a big negative, one of his four risk factors. We're more likely to see what happened in Q4 2018 than a melt-up. The US Fed cut interest rates at full employment shows how weak the broad economy is. As the trade war persists, we'll continue to see downgrades to continue and it's only a matter of time before stocks reflect that....Powell risk is in presenting the US economy as weak, because that could turn into a self-fulfilling prophecy...The big selloff of the UK pound today is linked to a growing acceptance of a no-deal Brexit under new PM Johnson. Maybe don't pile into this trade now, but in 5-10 years the UK pound will turn out to be a great investment.

How did negative interest rates happen? Japan was the first in order to stimulate the economy. It doesn't work, because of demographics and debt issues that won't change. An aging population won't take advantage of lower rates to go out and spend a lot; a younger demographic will. In fact, an aging population wants a safe savings rate that is not negative. Policies that worked 50 years ago, don't work now. It's a different game. It's hard for banks to be profitable. We'll be stuck in a slow-growth world perhaps for decades, limited by so much debt. Central banks are printing money because they've lost control of fiscal policy.

ZWE Some of the best dividend payers in the world with a covered call overlay are in ZWH which has some European exposure. This is excellent for defensive investors who rely on 5-7% yields to live. This lets you sleep at night. This won't eliminate the downside and won't increase as much as the rest of the market, but it is a steady payer. Cash? There's little yield there.

The threat of e-commerce Yes, it's a threat, but late cycle these REITs do very well because central banks tend to cut interest rates. When the recession eventually hits, it will hit REITs hard. So, don't buy REITs now. They aren't cheap.