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Unsure whether the market has realized there might not be interest rates cuts. Believes interest rates are unlikely to move before the US Federal election. Real estate investors in Canada are realizing that rates might not fall - creating interesting dynamic in markets. Commodities (gold etc) not rising as fast as expected (due to Bitcoin). However, gold prices appear to be appreciating. Uranium appears to be strengthening as a result of demand for Nuclear energy. Record high US debt also making economy unstable.
One of the largest exchanges in the world. Good for long term investors as has steady income streams. Futures and derivatives products very profitable (exclusive ownership of futures). Growth in international market and data of users (electronic gold). High barrier to entry also makes for a good business.
Public bet on Elon Musk - depends on performance of founder. Fundamental electronic car business under pressure. Chinese competition very strong. Lithium production always a concern (China controls majority). Cutting costs and staff - but unsure on direction of business. Premium brand is a good aspect, but difficult to determine outcome.
Mid-cap Canadian lending company. Owns shares in business, and expecting further share price appreciation. Lending strategy generally requires higher interest rates. Suspects higher quality customers due to large banks turning down customers. Higher interest rates not impacting business model (interest rates always higher). Would recommend holding.