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Markets. They are having a referendum in Italy in October. If Italy goes, the whole thing falls apart. If France goes, the whole thing falls apart also. Gas prices are pointing to weakness in crude oil. Usually refiners build up inventories for the summer, but the demand has not been there. We are 10-15% below averages and this is negative for West Texas oil. He thinks we will see a dip below $40 this fall in the price of oil. Energy stocks should fall off 10% and this would be your next buying opportunity.

A few stocks are responsible for most of the movement in the valuation. This ETF offers diversification, unless you have some special talent for picking the best stocks of the sector. If you have only a few of the stocks, then you are more subject to volatility. This is an equal weighted ETF and he likes it for that reason.

Juniors are pricing in gold at $1500. They have had a tremendous run already. They may lose momentum for a week or two, relative to the price of gold, and when that happens you should tighten up your stop.

MOO-N and COW-T play in the agri-space. Some are food processing and some are agriculture side (potash and so on). Some of these stocks will come down over the next year. You could nibble now.

If Hillary gets in as president in the US she will come down on a lot of these companies so for now you have to wait. At $25, risk reward may start to improve.

Small caps in the US are much more overvalued. He is short the Russell 2000 right now.

Silver. He looks at gold and silver together. We should test the recent break out in the near term and that is where you could buy on a dip.

Educational Segment. Earnings Season. Brexit and so on will get pushed to the back burner temporarily. The focus will be on earnings. Revenue is important. The S&P is expected to decline in earnings for the 5^th quarter in a row. It is expected to be down 0.8%. Next year the expectation is that revenue growth comes back. Technology and financials are expected to be bad for Q2/16, but to grow a lot in 2017. Price to sales ratio. In ’98 to ’00, markets doubled. The price of the S&P vs. its revenue got to a little over 2. We don’t have that same economic tailwind now. The current ratio is 1.9. When the price to sales ratio is this extreme, companies miss all the time in earnings. There is a risk of a 10 to 15% correction.

Markets. The S&P went into an all time high today. It is not unusual this time of year to see the TSX go into a double dip. It usually bottoms around the end of October. We will probably reach a seasonal peak at the end of this week. In presidential years it is a little bit different. These reach the high in early June and then peak again at the end of July. This might be as good as it gets until the middle of the fall. The markets have already anticipated earnings numbers. The question is what they will do with future results. Stock prices should move lower into this fall due to declining earnings. There is always something that happens in the summer to drive markets lower.

It moved up right into May. After this period of seasonal strength it goes lower and it is doing so again this year. You may want to take some profits off the table. This is a high quality company, but you don’t necessarily want to own these companies for a long term.

On a technical basis it does not look good. It is in a downward trend and has support around the $15 level. Its strength is negative. It is not a good time to own it for a seasonal trade. It does well until April of each year.

Has strong season tendencies when investors are buying cars. End of Jan until early May of each year is the best period to own. Recently it broke a support level and established a downward trend. Look for better opportunities elsewhere.

It does well until the air show. They announced today the clearance for their larger new aircraft. They may announce sales shortly and that will help. After the air show investors take profits, however.

This is phenomenal. It is in an upward trend. Momentum is positive and it is above its 20 day moving average. The outlook for gold is very positive until the end of September. It is an opportunity to hold the stock.

In a long term uptrend, recently breaking to a new high, momentum indicator positive. Technically you have yourself a winner.