What do you make of the markets? There's a bifurcation between the economy and the stock market. The economy is slowly improving, but the markets are at all time highs. But that's not the whole story. The S&P peaked on June 8 with the non-farm payroll, and if you take out the top 6 runaway stocks, the remaining S&P 494 are below that peak.

What do you think about big tech? No question, they've done really well. But it's a very crowded trade, so it's becoming extremely expensive. Watch when tech starts to underperform, as that could be a sign that the global market is in trouble. The market doesn't like the anxiety of an election. Usually, the markets dip down from September to November. Investors should be cautious.

Where is the US dollar going? You're always making two decisions: the currency and the stock. Converting CAD to US dollars means you're expecting the US dollar to go up. That's not for the average investor. You want to have a macro picture. US dollar has gone down recently, and is very oversold, so we might see a bounce with the non-farm payroll on Friday.

A good time to buy a partial position in natural gas? Nat gas had a huge move in the last week. Inventories are lower than normal, plus the storm on the East Coast. With commodities, they can really go. Seasonal period is September, so look at that as an entry date. Before that, look to see if it's oversold. He's waiting right now, either for a pullback or for seasonality to start. A lot of positives for natural gas.

Invest in gold? He watches both gold and the miners. They've all run up a lot. Start with an ETF of gold stocks, such as XGD, GDX or GDXJ. If the market were to correct sharply, the miners can go down quickly, so you have to be careful. Be careful with the miners, as they've run up so much. This is the seasonality for gold miners, and they've performed well.