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COMMENT
Inflation bifurcation in 2022. In 2021, everything went up in price because there was lots of market liquidity. But as the central banks rein in liquidity and governments cut back on spending, inflation will still exist, but some things will go up in price and others will remain the same or go down. As liquidity's removed, luxury items won't do as well this year as last. Inflation will keep going up for necessities, as demand for them will continue. You'll have to be particular about which sectors you want to be in.
Unknown
COMMENT
Tech stocks in 2022. Tech stocks have dominated the market. Market breadth has narrowed. Investors are focusing on large cap tech names. Right now, investors think about switching horses from tech. If interest rates start to tick up, you might see tech start to take a back seat. Some of the cyclical sectors might do quite well at least in the first part of the year. Some of the cyclical sub-sectors like metals and mining have been doing quite well, but not a really strong performance, and this could change in the new year as investors make some changes. Healthcare might be another area to benefit from outflow of funds from tech.
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COMMENT
Time to buy gold miners? Thinks so. Gold miners have done terribly this year, and are tax loss candidates. Seasonally, gold miners start to pick up this time of year. Gold miners are spinning out all kinds of cashflow. Negative sentiment, but sometimes investors start to refocus in the new year and may notice that these names are on sale. Seasonal tailwinds can help push them up at this time.
Unknown
DON'T BUY
Hot sector. Struggled recently with its acquisition and share offering. Pulled back. Investors are not happy. Acquisition is actually losing money. Be cautious. Longer term, sector is fantastic place to be.
Mining
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IYR vs. XRE Totally different products because of the country, given XRE is Canada and IYR is the US. XRE top 31% investments are in retail. IYR has only 9% retail. For residential, it's 25% XRE and only 15% IYR. Largest holding in IYR is AMT. IYR is more diversified, less exposed to retail which is a good thing. Safer place to be at this time is IYR. REITs usually do well from March to October, but this might start earlier this earlier, especially if markets turn down. Wait until February/March.
E.T.F.'s
DON'T BUY
XRE vs. IYR Totally different products because of the country, given XRE is Canada and IYR is the US. XRE top 31% investments are in retail. IYR has only 9% retail. For residential, it's 25% XRE and only 15% IYR. Largest holding in IYR is AMT. IYR is more diversified, less exposed to retail which is a good thing. Safer place to be at this time is IYR. REITs usually do well from March to October, but this might start earlier this earlier, especially if markets turn down. Wait until February/March.
E.T.F.'s
COMMENT
REIT seasonality. REITs usually do well from March to October, but this might start earlier this earlier, especially if markets turn down. Wait until February/March.
Unknown