The rate-hiking cycle ended in Q3-2023, and it takes 18 months to work itself through the economy, about now. We may see a soft landing. Declining rates has coincided with the stocks rally since the December CPI report. Large stock market corrections come during recessions. He doesn't expect a recession this year, which should be good, though perhaps in 2026. But more volatility this year than usual. Trump is pro-business and pro-hydro-carbons which is good for Canada (amid the backdrop of looming US tariffs).
The rate-hiking cycle ended in Q3-2023, and it takes 18 months to work itself through the economy, about now. We may see a soft landing. Declining rates has coincided with the stocks rally since the December CPI report. Large stock market corrections come during recessions. He doesn't expect a recession this year, which should be good, though perhaps in 2026. But more volatility this year than usual. Trump is pro-business and pro-hydro-carbons which is good for Canada (amid the backdrop of looming US tariffs).
This holds long-duration US bonds, like 17 years on average. Is a little more volatility here. You can buy in USD or hedged, but prefers USD for its extra returns in times of strife. The covered writing adds returns, totalling 10-11%. However, covered writing anywhere caps your upside. So, do you want extra yield or upside during a growth shock?
The cannabis space has had time to consolidate, taking out the weaker players. The sector has been down for 5 years. There's long-term opportunity in this space following persistent negative returns. Consolidation clears the decks, though. Wait till February to see if selling has abated, following tax-loss selling at the end of last year, and maybe there will be a rebound. This is a small position in your portfolio overall.
The unhedged stock. Is covered call, boosting yield. Healthcare stocks have sold off, like Eli Lilly, though ISRG has done well. Is a lot of change in healthcare amid the change in presidents. So, this sector is sadly on the back burner. If you hold it, you get paid a good dividend as you wait.