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COMMENT
COMMENT
February 14, 2020
Market Outlook He thinks another correction is on the way. Over the last 11 years, there have been 16 periods of 15% plus gains and 10 have been followed up with corrections of 10%. You still need to be invested. He holds 15% cash right now and also a 70% market equity short position. Technology stocks have a very high beta so he needs the downside protection. The Coronavirus and economic growth worries has been buffered by the continued liquidity injections by Central Banks. About a year ago $60 billion was being injected, that is now down to $15 billion. Once a half-trillion has been injected he expects they will begin to taper -- this could come by April.
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General Market Comment
February 14, 2020
Market Outlook He thinks another correction is on the way. Over the last 11 years, there have been 16 periods of 15% plus gains and 10 have been followed up with corrections of 10%. You still need to be invested. He holds 15% cash right now and also a 70% market equity short position. Technology stocks have a very high beta so he needs the downside protection. The Coronavirus and economic growth worries has been buffered by the continued liquidity injections by Central Banks. About a year ago $60 billion was being injected, that is now down to $15 billion. Once a half-trillion has been injected he expects they will begin to taper -- this could come by April.
COMMENT
COMMENT
February 14, 2020
Pullback post election? He thinks April could be when QE is tappered. The market retreated 15% in 2011, when this last happened. He thinks tightening of liquidity would be followed by the banks. He thinks the US Fed has telegraphed their plan and so a market pullback could happen before the US election.
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General Market Comment
February 14, 2020
Pullback post election? He thinks April could be when QE is tappered. The market retreated 15% in 2011, when this last happened. He thinks tightening of liquidity would be followed by the banks. He thinks the US Fed has telegraphed their plan and so a market pullback could happen before the US election.
COMMENT
COMMENT
February 14, 2020
He's quite bullish moving forward. Stocks, bonds and real-estate is at all-time highs. The US is 128 months into expansion and it looks like they might cut interest rates in Canada and US. There hasn't been inflation either. He expects that it will cool off, but the market is shrugging off worries.
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General Market Comment
February 14, 2020
He's quite bullish moving forward. Stocks, bonds and real-estate is at all-time highs. The US is 128 months into expansion and it looks like they might cut interest rates in Canada and US. There hasn't been inflation either. He expects that it will cool off, but the market is shrugging off worries.
COMMENT
COMMENT
February 14, 2020
Wednesday night, we saw a spike in coronavirus cases and the futures tanked. However, the next day, the market shrugged it off. The earnings have been tremendous and Feds and BoC are planning rate cuts. It's time for free money. There is some euphoria like with Tesla and Shopify. For the most part, tech companies are underpriced compared to their potential.
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General Market Comment
February 14, 2020
Wednesday night, we saw a spike in coronavirus cases and the futures tanked. However, the next day, the market shrugged it off. The earnings have been tremendous and Feds and BoC are planning rate cuts. It's time for free money. There is some euphoria like with Tesla and Shopify. For the most part, tech companies are underpriced compared to their potential.
COMMENT
COMMENT
February 14, 2020
Looking at the future, the question is can you achieve your return goal? Earnings keep growing and interest rates aren't going higher. Conditions are looking good.
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General Market Comment
February 14, 2020
Looking at the future, the question is can you achieve your return goal? Earnings keep growing and interest rates aren't going higher. Conditions are looking good.