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Beware of online scammers. Someone is perpetuated a fraud under his name, promising returns and such. He would never do that on social media, except offering advice on YouTube. The Fed this week: What will they do about the future? Trump wants to take away their independence. Many expect the Fed to open the door towards a rate cut. He's not sure, expecting them to be more hawkish and September will be a coin flip based on data (job losses).

They report Aug. 27. AI will remain a tailwind for productivity and economic growth. However, he liked NVDA when it was below $90 last April, but not at twice the price. It costs too much now, though he likes the company. Technically, it needs to fall to at least $150, in the range of $125-150.

Gives you international exposure in stocks by 80% with 20% bonds. Problem is that 20% in stocks and bonds exposure, while Canada is only 3% of the world. You need more tech exposure, like a tech ETF, to top you off.

He loves alternative strategies, because these funds take no or little direct market risk. Instead, they pick the best ideas and go long, with leverage, then short some names to create the leverage of names they don't like. Few managers are good at this. A manager called AQR, in Connecticut, is one he uses and likes. He loves multi-strategy funds that will be huge in coming decades.

A go-to name in silver, that many hedge funds like. But the chart's past 5 years have done nothing, a range-trader with some growth. Not a long-term stock, but a commodity trade. It has a little more room to rise, but only to $8.50. He wants to sell it again now.

It's the QQQ with a covered call. If you're bullish tech, just own the Qs. It you want yield, QYLD is good, but don't expect growth. Can be volatile and choppy.

Population growth is based on net immigration and births minus deaths. 20 years ago, Washington forecast a 1.4% productivity rate. The actual growth to 2025 is 1.1%. We need a lot of growth to climb out of this current debt. We're creating jobs, wonderful, but there's a lot of talk of AI to steepen productivity. Getting a liberal arts degree won't cut it in terms of where the growth will be in the future. Rather, the economy needs people trained in STEM research, those who can contribute to AI.

Is up 36% this quarter. Their turnaround plan is finally in place.

Strip out the stock portfolio, and its operating business is very cheap at 12-13x PE.

This doesn't help their core problem. Intel is not in a good position.

Is in the sweet spot, AI, and giving excellent results. Momentum is there. All systems go. The only negative is its valuation, but its momentum trumps that.

Had a decent quarter, but terrible guidance, 10% below the street in a sector that should be humming (semis equipment). AMAT has responded negatively for the last 6 quarters. Is not performing. He sold.

He will reserve final judgement until the next earnings report in September. If they show weak results, or good results but the street doesn't care again, then he will sell. But he doubts that. Everyday, we use PDF files. There's competition, but Adobe is doing a good job.

Peers Lam Research and KLA Corp are performing well, but AMAT is an anomaly, not executing.

Cybersecurity recently is seeing a modest correction over a feeling that IT spending will pull back. This is puzzling, but the cyber threat remains and there's a need for security. We need strong guidance from PANW to see positive momentum. They report today.