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If we see oil prices sustained above $100, or even $95, it will change the narrative of the macro outlook quite a bit. That said, thinks things will calm down in the next little while and oil might come down a bit.

Navigating a complex backdrop of geopolitical tensions. Supply chains are changing due to onshoring and nearshoring. Yet consumer spending is still strong, corporate balance sheets and earnings still appear pretty good. Looking at 13% earnings growth this year and 15% for 2027. Employment numbers continue to be pretty sturdy as well. Economic backdrop continues to be solid.

Wild card is the energy market.

When you look back at history, geopolitical events like these tend to have a short-term impact but rarely have an intermediate- or long-term impact on markets. After the immediate shock, you find that markets are back to normal 1 or 3 or 6 months later.

Treat this environment as an opportunity to pick up high-quality names or names that aren't affected by what's going on around the world.

Some of the infrastructure and pipeline names look OK. Otherwise, it's a bit extended at this point. Likes the sector for the medium term, but probably a bit overbought at this point.

Has become a show-me story. Issues with earnings and other ups and downs. Moving above 200-day MA, but NVDA is the better choice.

Be careful of hyperscalers that are spending $100s of billions in capex. Mag 7 has become more of a Lag 7. AI story is very much alive, but how do you play it? See his Top Picks.

Not one of the hyperscalers that's spending billions. Will be a beneficiary of those spends. Long term, continued beneficiary of AI buildout. Whole tech sector is taking a backseat on leadership right now.

Likes it. He models earnings growth of 74% for 2027, 31% for 2028, and a bit slower at 13% for 2029. A must-own in your portfolio's technology sleeve.

 See his Top Picks.

As long as you have 4-5 years before the home purchase, you can be in an equity strategy. Equities can be volatile.

For Canadian exposure, VDY or XEI makes sense -- high dividends tend to do well in Canada. Lots of options in the US, but he'd stick to equal-weight (not market-weight) ETFs. S&P 500 is still 45% tech and communications, and that's a bit risky at this point. Consider RSP.

For European exposure go for a broad-based approach such as in VIDY.

As long as you have 4-5 years before the home purchase, you can be in an equity strategy. Equities can be volatile.

For Canadian exposure, VDY or XEI makes sense -- high dividends tend to do well in Canada. Lots of options in the US, but he'd stick to equal-weight (not market-weight) ETFs. S&P 500 is still 45% tech and communications, and that's a bit risky at this point. Consider RSP.

For European exposure go for a broad-based approach such as in VIDY.

As long as you have 4-5 years before the home purchase, you can be in an equity strategy. Equities can be volatile.

For Canadian exposure, VDY or XEI makes sense -- high dividends tend to do well in Canada. Lots of options in the US, but he'd stick to equal-weight (not market-weight) ETFs. S&P 500 is still 45% tech and communications, and that's a bit risky at this point. Consider RSP.

For European exposure go for a broad-based approach such as in VIDY.

As long as you have 4-5 years before the home purchase, you can be in an equity strategy. Equities can be volatile.

For Canadian exposure, VDY or XEI makes sense -- high dividends tend to do well in Canada. Lots of options in the US, but he'd stick to equal-weight (not market-weight) ETFs. S&P 500 is still 45% tech and communications, and that's a bit risky at this point. Consider RSP.

For European exposure go for a broad-based approach such as in VIDY.

Likes US large banks -- will continue to benefit from deregulation and a sturdy economy. Owns JPM, but likes both names.

On technicals C is holding above the 200-day MA, making it stronger than JPM which is falling a bit below. C also has a lower price-to-book. JPM probably has more earnings growth ahead.

Likes US large banks -- will continue to benefit from deregulation and a sturdy economy. Owns JPM, but likes both names.

On technicals C is holding above the 200-day MA, making it stronger than JPM which is falling a bit below. C also has a lower price-to-book. JPM probably has more earnings growth ahead.