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Market. He showed a chart that was pre-empted on Monday's educational segment of Berman's Call. Vix readings are same as the extremes in 2008 following the Leman bankruptcy. The Vix stayed elevated for months and months until March of 2009. He would encourage people to understand the VIX and north of 40 is indicates too much volatility to catch falling knives. He then outlined money falling into money market funds. At some point we are going to get a phenomenal rally. People ask where the bottom is but we need to see the VIX below 40. It is 75-80 recently. He was aggressively buying with the S&P at these levels at Christmas of 2018 but now he is not.
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March 19, 2020
Banks. The analysts have not started to assess long term numbers. Wall Street is predicting a 'V' shape. Earnings will fall. He feels we will hit 1400 on the S&P.
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Banks. The analysts have not started to assess long term numbers. Wall Street is predicting a 'V' shape. Earnings will fall. He feels we will hit 1400 on the S&P.
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March 19, 2020
Hedged or unhedged. The US dollar is an asset class to protect people as the Canadian dollar goes down. Yesterday he hedged all his holdings back to Canadian Dollars.
Show full opinionHide full opinionHedged or unhedged. The US dollar is an asset class to protect people as the Canadian dollar goes down. Yesterday he hedged all his holdings back to Canadian Dollars.
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March 19, 2020
Why are bond ETFs going down? Bonds are not very liquid right now. The discount in ETFs is reflecting where the true markets are. Spreads are blowing out to very wide levels. The ETF trades at a discount to the underlying because of illiquidity of the underlying bonds.
Show full opinionHide full opinionWhy are bond ETFs going down? Bonds are not very liquid right now. The discount in ETFs is reflecting where the true markets are. Spreads are blowing out to very wide levels. The ETF trades at a discount to the underlying because of illiquidity of the underlying bonds.
DON'T BUY
DON'T BUY
March 19, 2020
Corona virus stocks. He does not know about stocks the caller named. It would be gambling.
Show full opinionHide full opinionCorona virus stocks. He does not know about stocks the caller named. It would be gambling.
WATCH
WATCH
March 19, 2020
Pot Stocks and increased demand from Pandemic. In this part of the cycle where recession is the biggest risk, you want quality companies with clean balance sheets and not a lot of debt. Look at getting back into it when things normalize again.
Show full opinionHide full opinionPot Stocks and increased demand from Pandemic. In this part of the cycle where recession is the biggest risk, you want quality companies with clean balance sheets and not a lot of debt. Look at getting back into it when things normalize again.
DON'T BUY
DON'T BUY
March 19, 2020
VIX. Volatility is high right now and it is expensive. You need to know what future VIX is trading at. You have to be an expert to play the VIX. You’d be better to write puts on the S&P 500.
Show full opinionHide full opinionVIX. Volatility is high right now and it is expensive. You need to know what future VIX is trading at. You have to be an expert to play the VIX. You’d be better to write puts on the S&P 500.
Market. He showed a chart that was pre-empted on Monday's educational segment of Berman's Call. Vix readings are same as the extremes in 2008 following the Leman bankruptcy. The Vix stayed elevated for months and months until March of 2009. He would encourage people to understand the VIX and north of 40 is indicates too much volatility to catch falling knives. He then outlined money falling into money market funds. At some point we are going to get a phenomenal rally. People ask where the bottom is but we need to see the VIX below 40. It is 75-80 recently. He was aggressively buying with the S&P at these levels at Christmas of 2018 but now he is not.