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Pipelines are working. A place to hide if he's correct about where we are in the cycle, especially in terms of inflation. As for tariffs, they just raise the price level and the consumer ultimately pays it. Chart looks awesome, let it run and collect your dividend.

Only hiccup on the horizon, if crude and nat gas start to pick up, might see portfolio managers rotate out of pipelines and into more aggressive names.

Loves these energy names at this point in the cycle. Yield of 7-8%.

Since the 1980s, inflation expectations went lower all the way to the financial crisis in 2008. Then there was a Goldilocks environment up to the pandemic -- amazing environment for tech stocks, low interest rates, low inflation, 1 global superpower, supply chains working really well. 

Now inflation expectations are starting to tick up. Given the higher dividend yields on a lot of the energy stocks, energy names might be the next utilities. Interest rates going higher is going to put pressure on the normal bond proxies like telcos and REITs.

(Note the short timeframe.) Trying to find a floor here. Part of his broader energy call.

(Note the short timeframe.) Great chart, continues to work. Still likes it.

(Note the short timeframe.) Chose this based on historical seasonality for lumber. Surprised those stocks aren't acting better, especially since the California fires.

Likes metals and mining longer term, if we have the broader 4-year cycle reset. With inflation expectations and supply chains breaking down, likes commodities. Looks like a pretty good longer-term entry point, and you can pick away some more during a bigger correction (perhaps later this year).

He doesn't like its long-term downtrend. At these levels, issue is with the broader semiconductor space. We're late in the cycle, so semis are at risk.

His team's fundamental analyst likes it a lot, with a strong buy. Bottomed in 2023, then an uptrend, now has been basing over the last couple of months. With Monday's DeepSeek volatility, it tested its key 40-week MA. It's chopping around that level now.

If it remains above that level, the medium-term trend is up. You can nibble here, but he'd prefer it to come back up and take out recent highs and on strength. If we get a multi-week close below that level, strongly suggests a bigger corrective phase. Off the top of his head, the next support level is around $90 or $94.

Investing is tough, and when a group of university students came visiting his shop, and they all put their hypothetical $$ to work in NVDA, that has him very concerned.

All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only be beneficial for lifecos and other insurers. The chart looks fantastic. Good run, so there is some weakening in the intermediate term.

If a long-term holding, best thing you can do is sit on your hands and do nothing except participate in the DRIP program. Especially if he's right on the broader call of rates being 8-10% in the secular bear market of 2030-40, should be a big tailwind for insurers.

All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only be beneficial for lifecos and other insurers. The chart looks fantastic. Good run, so there is some weakening in the intermediate term.

If a long-term holding, best thing you can do is sit on your hands and do nothing except participate in the DRIP program. Especially if he's right on the broader call of rates being 8-10% in the secular bear market of 2030-40, should be a big tailwind for insurers.

All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only be beneficial for lifecos and other insurers. The chart looks fantastic. Good run, so there is some weakening in the intermediate term.

If a long-term holding, best thing you can do is sit on your hands and do nothing except participate in the DRIP program. Especially if he's right on the broader call of rates being 8-10% in the secular bear market of 2030-40, should be a big tailwind for insurers.

All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only be beneficial for lifecos and other insurers. The chart looks fantastic. Good run, so there is some weakening in the intermediate term.

If a long-term holding, best thing you can do is sit on your hands and do nothing except participate in the DRIP program. Especially if he's right on the broader call of rates being 8-10% in the secular bear market of 2030-40, should be a big tailwind for insurers.

All the insurance names, both in Canada and the US, continue to work. If interest rates do, in fact, go higher, that will only be beneficial for lifecos and other insurers. The chart looks fantastic. Good run, so there is some weakening in the intermediate term.

If a long-term holding, best thing you can do is sit on your hands and do nothing except participate in the DRIP program. Especially if he's right on the broader call of rates being 8-10% in the secular bear market of 2030-40, should be a big tailwind for insurers.

Good pop, but now legging lower. Important support around $30, so don't add yet. Wait to see if it can hold that level; if it can, he'd be more comfortable adding. Other insurance names are quite strong, so a relative underperformer is a warning flag.