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Canada needs to look internationally to raise capital to finance the country's massive build-out. Need to offer a significant premium to money-market rates to attract investment. Ideally, investment should come within Canada; if investment comes outside the country, then those returns leave Canada. U.S. Fed: they should not hike interest rates, though the street is betting on it, and the Fed likely will.

American. Everybody is worried about funding the US debt and deficit. Caveat: timing. Could yields still rise in the long end to 6% (from 5.3% now)? Yes, so be ready for that. Own it through ZTL. Note: the F class of this gives you a currency hedge.

The closer this is to $11, he likes it; likes it less at $12-13. This pullback is attractive. ZWU is very tied to interest rate moves, though short-term rate hikes are not too painful. Longer-term interest rate risk is being factored now.

Canadian financials had a big move up, but doesn't like them now. HMAX is attractive for the coupon, but remember that the more volatile the market is, the worse this will do. This is good for current income and is tax efficient.

Over 20 years, think of an all-equity, global ETF. Think technology. Look at Vanguard. Avoid fixed income.

It's corrected during rising rates, following a good rally after the April lows. He doesn't expect a long interest rate cycle, and hope the Fed won't raise rates this week. But doesn't like XRE which is heavily weighted in a few stocks, preferring an equal-weight ETF like ZRE.

It's corrected during rising rates, following a good rally after the April lows. He doesn't expect a long interest rate cycle, and hope the Fed won't raise rates this week. But doesn't like XRE which is heavily weighted in a few stocks, preferring an equal-weight ETF like ZRE.

Retail is a cyclical sector, though can do well in certain periods. Macy's beats earnings most quarters. By this on weakness. It has been rallying the past year. Buy at $12-15.

Natural gas is great long term, but there's so much nat gas. Commodities have ups and downs, so buy on weakness. He doesn't know BIR well.

He likes this and the sector. But it's fully valued now. Buy dips, buy now. This is rangebound and won't rally beyond recent highs.

How the U.S. Fed will react to inflation. The market is pricing in a 25 bps rate increase, with more to follow. But he doesn't think inflation is as big a problem as the market perceives. The Fed's favourite metric is core PCE; its historic range is 2-3%. The Fed's target should be higher than 2% which is not realistic. The oil shock is driving inflation now, but indicators point to median inflation, which is good. Higher rates won't fix high AI spending and will hurt only poorer people.

Owns it for momentum. DAL is trading above its 200-day moving average. He likes their customer loyalty rewards program, and it has refinery exposure. 

Is a broken momentum stock, down 50% this year and near the 52-week low. Don't buy. Let it stabilize and recover first.

Momentum broke down in Q2 and can't rebuild on first-half 2026. He is long energy names like this, but will have to sit on this. The risk lies in these stocks tied so closely to AI spending.

It's had a slight rally of 10% after reporting in early August. Trades at 14x forward PE, for a well-known brand and has consumer appeal. He will stick with it.