Brendan Caldwell

Yes, unless it isn't ;)  Depends what the post from Truth Social is at 3 am. The most likely scenario is that we're through this particular bizarre phase. Whatever "exogenous shock" is going to hit the market probably won't be Iran, but could be something totally different. There will be a bit of a hangover in the markets, just because after these traumatic events everyone's on a sort of mental high-alert.

Energy prices will probably continue to come down. Neither the US nor the president has any appetite to renew hostilities with Iran, as Trump really is looking down the barrel of the midterm elections. A lot of what happens in US foreign and domestic policy, as well as monetary policy, will be governed by the looming elections in early November. Those could determine whether Trump can continue to run things the way he has been, and he's going to do everything possible to achieve that.

The pullback in the gold sector, for one. He's not asking anyone to catch a falling knife, but thinks the sector will continue to rally. The lack of faith in fiat currencies and government-issued currencies will be here for a while. Other stores of value will continue to be important.

We saw higher-than-expected inflation, thinks those numbers are understated. A lot of that inflation is because of supply constraints on oil, so it's not demand-driven. We may see inflation come back a bit, but governments aren't going to spend any less money.

You can keep rolling up businesses, but what happens when the music stops? Now there's AI, but it can't be a complete solution. The business model will come back at some point; in the meantime, sees it building a base.

Stock's run up because whoever wins the AI race, the chips need to be kept cool. The picks & shovels suppliers are the ones making the money.

Slow and steady does win the race.

Fears of AI replacing people. It's more likely, though, that AI and people will work together. 

Instead, he owns ATRL.

Fears of AI replacing people. It's more likely, though, that AI and people will work together. Owns this name because of nuclear exposure, which should provide a big business ramp for a while. Chart looks better than peers.

Very good earnings yesterday. One sector that AI is not likely to replace. Expanded into US -- a much more competitive, but larger, market. If you have a better investment idea, take some $$ off the table. 

Buying and selling.

If you're not sure whether to buy something or not, buy a little bit. It gives you confidence to buy a bit more, and a bit more, as you ease your way into a position. 

Selling works exactly the same way. If it goes down, you're glad you sold some. If it goes up, you still own some.

Reason for huge drop off is a website that bypasses the whole exchange mechanism. But this new website is incredibly leveraged, unregulated, and incredibly risky.

Its highest-margin businesses are the ones that are growing the most. Raising a lot of capital, putting pressure on the stock. 

Inflation is really hard out there. Real pressure to save money, and this name is among the low-cost providers. Sees it continuing to do well, despite a difficult environment for so many people.

Sees increasing demand for this type of service, with greater concerns about security. It troubles him that cities in Canada are not as safe as they used to be. Stock's likely to do well over time.

Has done better than peer consulting companies. Chart appears to be rolling over. But in his industry, "nobody ever got fired for buying IBM".