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Educational Segment Table


Signal Opinion Expert

2017-11-13

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Bitcoin: He thinks it is speculative.  It is a crypto currency.  It is money:  a store of value, a unit of account and a medium of exchange (the definition of money).  The intrinsic value of Bitcoin is nothing.  It is more likely to be zero than anything else.  GBTC-N is a fund that trades in Bitcoin as the underlying asset.  From a risk perspective, it is the highest risk category you could imagine.  GBTC-N trades at a 49% premium to the underlying currency.  Expect volatile ups and down.  He is negative on the outlook.  It could keep going up for years but it is a speculative vehicle and you should leave it alone unless you are a big risk taker as you are not owning the underlying technology.  It has no underlying value.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-11-06

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Volume on ETFs.  Consider ZEB-T which is high volume.  The underlying stocks each trade way more volume and especially the value.  ZJN-T is low volume, about 3k shares a day.  The top volume stocks in its holdings trade at quite large volumes in comparison.  If an ETF provider creates a unit, it is priced according to what it costs them to go out and buy all the stocks within it.  This concept is not well understood by the investing public.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-10-30

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  The Canadian Dollar.  It has been on a roller coaster ride this year.  The 2 year spread between US and Canadian is the highest correlation to the Canadian dollar.  Our bonds usually yield more than the US.  But back in 2015 that changed.  Short term this is a negative factor.  In the futures market, speculators in the Canadian dollar shorted this year but now are net long.  That potentially has some downside for the dollar.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-10-23

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Seasonality.  The seasonal pattern has not worked this year (Sell in May and Go Away).  There was no market correction in Sept./Oct.  Since we did not get a correction you might say we will not get much of a seasonal impact for the rest of the year.  He looked into history and over 30 years in years where we did not get that seasonal correction, the market just continued up and the seasonality in November December is even stronger, although sometimes the correction is just later in the year.  Seasonality is just one factor to incorporate into your investing decisions.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-10-16

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Richard Thaler won a Nobel price.  He is the best behavioral economist.  He spends a lot of time trying to get through to viewers and teach them how to make a better investment decision.  Richard is best known for the endowment effect where you value something overly when you already own.  You are reluctant to sell it below what you bought it at.  Even utility bills are giving you little nudges to help you make better decisions in the use of your energy. 

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-10-02

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  (weekly series) What Investor Personality Are You?:  4. The Independent.  A lot of behavioral learning has been incorporated into the body of knowledge.  The independent is a BNN watcher, reads the paper and is interested in being involved in the investing.  These investors are susceptible to a self attribution bias – they take credit if it works and blame the other guy if it doesn’t.  It causes portfolios to be concentrated.  They should focus on diversification. 

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-09-25

BUY
A Comment -- General Comments From an Expert 

Fang Stocks ETF Recommendation.  FNG-N.  See his educational segment today.  When we go into ‘Risk Off’ you will see a lot of profit taking happening.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: Unknown

2017-09-25

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  (weekly series) What Investor Personality Are You?:  3. The Follower.  Typically are interested in markets but don’t know a lot and are most interested in looking for a ‘tip’.  Their portfolios don’t have a lot of construction or diversification.  They suffer from regret aversion and hindsight bias.  They won’t make a lot of their own decisions.  The FANG stocks have a lot of these.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-09-18

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  (weekly series) What Investor Personality Are You?:  2. The Preserver / Conservative.  They have typically done well in their business or career and have always been conservative.  As they get older they get TOO conservative.  They tend to have more fixed income.  Over the last 30 years they would get 6-7% returns.  Over the next 10 years you are looking at a return of 2.5% before fees with higher risk.  He does not think you can re-think what kind of investor you are. 

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-09-11

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  (weekly series) What Investor Personality Are You?: 1. The Accumulator.  They have a confidence bias in what they do, but make common mistakes in investing because they believe they can control the outcome of the markets.  If you are a growth investor and focused on maximizing returns, you have to be aware you will have challenges.  E.g. AMZN-Q.  A compounded return of 37.5%.  When you look at all the ups and downs, look at the amounts.  You have to assume more volatility during corrections.  You have to ask if it is appreciate for you as an investor.  You have to be willing to sit tight every couple of years with a 30-50% correction.  You can’t get in and out repeatedly.  You have to understand what your emotional response will be.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-08-28

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Where Equity Markets Returns have come from.  Going back to 1970, real return has been 6.3%.  Breaking that down, dividends have been 3.4% points.  Margin and multiple expansion have been 0.5% and 0.1% percentage points.  But in the last 7 years those last two factors have been the most significant.  A 7-year forecast shows a loss of 3.9 on US large caps vs. a gain of 2.9% on emerging markets.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-08-21

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  Financial Astrology.  A study that went back to look for correlation between solar eclipses and stock market performance said that there is none.  There are all kinds of financial astrologers.  One newsletter makes market calls off astrology and he does not give it weight.  There are all kinds of academic studies. The more sun there is the better markets do. There is correlation, but not causation.  That is the ultimate question. There is a guy who correlates full moons to markets with the idea of disproving any and correlation he could not disprove it. Gold tends to either change or accelerate in a full moon.  He recommends you don’t pay attention to it. Markets like wheat and corn are influenced by weather which is influenced by tides and those by the moon, so you have to be careful of that.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-07-31

N/A
A Comment -- General Comments From an Expert 

Educational Segment.  How to Play the Canadian Dollar in Coming Months.  People are paying more and more attention to currencies.  In early 2015 Canada surprised us by lowering interest rates.  Now they have raised them.  It has had a meaningful impact on the Canadian dollar.  There are three factors for currency decisions:  (a) Oil prices (inverse); (b) Interest rate differential between CAD and US 2 year rate; (c) Net speculative positions in the Canadian dollar.  Oil could potentially move us up if it went up, but there are only a couple of months of potential increases left in this year.  We have probably seen the high end of the Canadian dollar last week.  It should settle into $.77.  He is playing it as a being in a new trading range.

Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Management Inc.

Price: $0.020
Owned: _N/A

2017-07-24

N/A
A Comment -- General Comments From an Expert 

Educational segment.  How to Play Earnings Season.  Next week is the big week.  Looking at Canada’s top 60 TSX companies, earnings should be up 11.3%, 47 should report higher earnings.  Base metals and energy are expecting the biggest percentage gains.  Look for those that had a loss last year at this time and report a profit this year.  The banks are expected to have robust earnings coming into this quarter.  The key in gold is how they calculate their future asset base. 

Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $0.020
Owned: _N/A

2017-07-17

N/A
A Comment -- General Comments From an Expert 

Educational segment.  The VIX.  It often rises in the summer, connected to a correction in the markets.  This year it could be a problem in Korea or a problem in the congress of the US.  Not everything goes down when you have a spike in the VIX.  Gold.  When the VIX spikes in July to October, so does gold.  We are seeing early signs of XGD-T bottoming.  Momentum indicators are starting to turn higher.  Stocks are moving off their 20 day moving averages.  There are early signs that gold has bottomed.  Look at bullion and stocks and pick the one that is performing the best.  It looks like gold stocks are the way to play the seasonal trade this year.

Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $0.020
Owned: _N/A

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