Latest Stock Buy or Sell?

Afghanistan. This will be a political problem for Biden. It makes it harder for him to get other agendas to move forward with spending. It may be one of the reasons why the Feds have been cautious about unwinding and tapering.

Hurricane Ida and oil. Bullish on energy from a trading position. Disruption of supply is a positive factor for prices. OPEC reaffirms there is more supply coming. There has been underinvestment and the market may be surprised as to how high oil prices can remain.

US Job Report. It will be another couple reports before the jobs lost will be recovered. There is a labour shortage and investment in technology will be part and parcel of the transformation for those low end unskilled jobs.

China will be the biggest economy in the world one day. You do want exposure to this big market. Weakness is an opportunity to add to this.

Exposure to copper, aluminium and steel names. One of his favourites. With copper and other metals pulling back, it could be good to add. Has not sold any yet. It can probably go significantly higher. The greening of the world and electrification will benefit.

Right now, you are getting more yield from the market. Once markets go down, having covered call exposure is not ideal. After a major market decline, it is not the best thing to hold however. Adding more to pure dividend holdings than ZPAY. However, if you want to play defence, then it is one of the more defensive ways to go.

Getting about 50% US, 25% Canada and then 22% international developed markets, with the rest in emerging markets. Canada is however 3% of the global index. It is overweight Canada. If you think Canadian banks and energy will lead, then it is okay. Value is far more in the international markets than US large caps.