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This week, Nvidia's earnings will pull a lot of investor attention, but last week Microsoft demonstrated a significant shift in their thinking about their investment in AI. Those two were the cause of last Friday's reversal--will Nvidia confirm MSFT's caution over AI, partially due to DeepSeek? Then, you have volatility about Trump's tariffs and chaos. Any news that questions the status quo of a market priced for perfection will create a lot of volatility. The Mag 7 no longer leads the market. Also, the market has already priced in the chance of only one US Fed cut this year.

BIL is a money-market-oriented ETF. For 2-3 years, look at SHV and SHY, to get interest rate exposure. He doesn't expect the Fed to cut rates for at least 1.5 years.

BIL is a money-market-oriented ETF. For 2-3 years, look at SHV and SHY, to get interest rate exposure. He doesn't expect the Fed to cut rates for at least 1.5 years.

BIL is a money-market-oriented ETF. For 2-3 years, look at SHV and SHY, to get interest rate exposure. He doesn't expect the Fed to cut rates for at least 1.5 years.

He uses it a lot. It writes puts on stocks to buy lower and sells calls. It pays a 6% yield. If the market slides, this will fall at half the rate of the market, and if the market rallies, this will rise at half the rate, but yet get tax-efficient income off US stocks. But this is not immune to market volatility.

They do a good job. It carries a basket of financials and does not use leverage. To generate their 14% yield, they write the options right at the money. So you get no or little upside in the stock itself.

If you want exposure to financials and get growth in an up market. Is designed for income, but you don't get growth in the ETF price.

Is actively managed. But why would you want emerging market debt in your bond fund now? You get a higher yield, but currency risk. Over 5 years, performs similarly to a cheaper benchmark ETF, but this asset class has made no money at all.

The challenge with pipelines is they have run up recently and that has ended. Technical support is $50-55, so there's more downside to come. The federal election could change things.

The challenge with pipelines is they have run up recently and that has ended. Technical support is $50-55, so there's more downside to come. The federal election could change things.

Gold stocks are cheap vs. the price of gold, and gold as an asset class is definitely a buy on dips, because of major uncertainty on central bank debt for some years. Given the recent run, he'd sell, not buy. Gold could fall back to $2,700.

Everyone knows that the US budget is on an unsustainable path. No secret. Enter DOGE and Elon Musk firing federal employees. Total US federal debt to GDP is at an all-time high and will worsen. Trump's policies are trying to fix this after many years of ineptitude in Washington. Tariffs are intended to raise revenues and bring more jobs to America, but tariffs are highly inflationary. Also, create a sovereign wealth fund by taking social security and investing it better, and revaluing gold: that idea has been floated, which he thinks is good. DOGE will get rid of some debt and lose some baggage. But issuing a zero coupon 100-year bond is impossible, because you can't force anybody into buying this debt. He doesn't love Trump's style, he's starting to get things down, but that will be disruptive, volatile to markets. Also, he's not sure that Trump has a complete solution to reducing the debt, because his policies will be inflationary (which means higher interest payments). At some point, market will care about this volatility.

A fine company with a stock that has wilted, though still +9% so far this month. If it keeps delivering (with earnings on Wednesday), then it won't part of the frothy trade now. Own it, don't trade it, but don't have any expectations for this quarter.

Down 10.5% today, but still up 10% for February, down because it's had a parabolic move. It needs big contracts to re-set the narrative.

It doesn't do anything with Amazon, contrary to rumours. Shares are down 5% in the past week, but the CEO is doing a fine job.