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July 8, 2019
Market. Central Banks with firing of the central banker in Turkey. There are parallels going on here. You have always seen techniques going on with truly overt government techniques. The government lowering rates is not going to work. You have this massive debt in the world and low interest rates, so we have to rethink policies on how to stimulate in the world. He likes that Trump makes it easier for businesses to do business. When you look at the FANGs, APPL-Q is not expensive. There is a the swath of hold recommendations so there is quite a bipolar recommendation developing.
Market. Central Banks with firing of the central banker in Turkey. There are parallels going on here. You have always seen techniques going on with truly overt government techniques. The government lowering rates is not going to work. You have this massive debt in the world and low interest rates, so we have to rethink policies on how to stimulate in the world. He likes that Trump makes it easier for businesses to do business. When you look at the FANGs, APPL-Q is not expensive. There is a the swath of hold recommendations so there is quite a bipolar recommendation developing.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
N/A
N/A
July 8, 2019
GOLD. ETF or Income Fund. GLD-N is the biggest gold ETF and is the one he uses. There is an iShares one (CGL-T) to play gold with a currency hedge. He is fine with ETFs.
GOLD. ETF or Income Fund. GLD-N is the biggest gold ETF and is the one he uses. There is an iShares one (CGL-T) to play gold with a currency hedge. He is fine with ETFs.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
N/A
N/A
July 8, 2019
Educational Segment. We are at one of those magical market points where we are at a round number. We are nearing 3000 on the S&P. The psychology of the big round number… The DOW has been around longer. The S&P-500 is about 40% of the world in equities. So it is the benchmark of the world. The top is probably in but we made a new high here. The percentage of stocks lifting the market recently is shrinking and this is a sign of weakness. It is nothing to celebrate. Don't suffer from the fear of missing out.
Educational Segment. We are at one of those magical market points where we are at a round number. We are nearing 3000 on the S&P. The psychology of the big round number… The DOW has been around longer. The S&P-500 is about 40% of the world in equities. So it is the benchmark of the world. The top is probably in but we made a new high here. The percentage of stocks lifting the market recently is shrinking and this is a sign of weakness. It is nothing to celebrate. Don't suffer from the fear of missing out.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
N/A
N/A
July 8, 2019
Market. He has a more broad-based definition of infrastructure so it includes data centers, towers and some of the transports. He excludes pipelines. His stocks have under-performed global equities in growth in 2001, 2008 and 2015. Renewable energy costs are falling and especially in a place like India. It is a driving theme there – see the space where he would talk about past picks.
Market. He has a more broad-based definition of infrastructure so it includes data centers, towers and some of the transports. He excludes pipelines. His stocks have under-performed global equities in growth in 2001, 2008 and 2015. Renewable energy costs are falling and especially in a place like India. It is a driving theme there – see the space where he would talk about past picks.
Varun Anand
Portfolio Manager, Starlight Capital
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N/A
July 8, 2019
Renewable Energy in India. They have a lot of coal fired emissions. It is now economic to generate by solar panels. It makes economic sense. There is no variable cost to solar. A coal plant takes almost 48 hours to start up and it adds to the operating costs. Solar is 10% cheaper in India than coal. Solar power is still only 3.6% of generation in India.
Renewable Energy in India. They have a lot of coal fired emissions. It is now economic to generate by solar panels. It makes economic sense. There is no variable cost to solar. A coal plant takes almost 48 hours to start up and it adds to the operating costs. Solar is 10% cheaper in India than coal. Solar power is still only 3.6% of generation in India.
Varun Anand
Portfolio Manager, Starlight Capital
PARTIAL SELL
PARTIAL SELL
July 8, 2019
US or Canadian Utilities. He would not add simply based on valuation. They are all trading at all time highs. This has been a risk-off trade, a crowded trade, so it is not about growth. He has been reducing them in his portfolio.
US or Canadian Utilities. He would not add simply based on valuation. They are all trading at all time highs. This has been a risk-off trade, a crowded trade, so it is not about growth. He has been reducing them in his portfolio.
Varun Anand
Portfolio Manager, Starlight Capital
COMMENT
COMMENT
July 8, 2019
Another sell-off today ever since Friday's job report, which dampened the Fed outlook of cutting interest rates. This pullback is natural. He's a long-term investor and investing in the U.S. has paid off historically. There is little growth in Europe and overseas. The U.S. will continue to grind higher. It's up 18% year to date, but don't expect that rate for the rest of 2019. He does not see a recession in the next 18 months. There's confusion in the market now--where is the market going?
Another sell-off today ever since Friday's job report, which dampened the Fed outlook of cutting interest rates. This pullback is natural. He's a long-term investor and investing in the U.S. has paid off historically. There is little growth in Europe and overseas. The U.S. will continue to grind higher. It's up 18% year to date, but don't expect that rate for the rest of 2019. He does not see a recession in the next 18 months. There's confusion in the market now--where is the market going?
Jamie Murray
Head of research, Murray Wealth Group