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March 26, 2020
Market. If you go back to the great depression and the stimulus done then and adjust for inflation and you see the stimulus now is multiples of that. It is unmistakably great for liquidity and markets to see governments around the world recognizing the size of the shock we are going through. This could be a rally to lighten up in things you did not get a chance to do. They are never, ever going to be able to pay back the debt. This has to be the most bullish for gold. This crisis is not over.
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Market. If you go back to the great depression and the stimulus done then and adjust for inflation and you see the stimulus now is multiples of that. It is unmistakably great for liquidity and markets to see governments around the world recognizing the size of the shock we are going through. This could be a rally to lighten up in things you did not get a chance to do. They are never, ever going to be able to pay back the debt. This has to be the most bullish for gold. This crisis is not over.
COMMENT
COMMENT
March 26, 2020
Risk that does not exist in the underlying holdings, e.g. in XFR-T (floating rate bonds). You don’t get your money back when bonds mature. They are always reinvesting for you. Look at the bid/ask spread and put a limit in the mid point. If there is enough liquidity then you can get your ask, but if at market, you will only get the bid. He sold some floating rate notes today on the rally.
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Risk that does not exist in the underlying holdings, e.g. in XFR-T (floating rate bonds). You don’t get your money back when bonds mature. They are always reinvesting for you. Look at the bid/ask spread and put a limit in the mid point. If there is enough liquidity then you can get your ask, but if at market, you will only get the bid. He sold some floating rate notes today on the rally.
COMMENT
COMMENT
March 26, 2020
The difference between the miners and the bullion. Some mines are shuttered in for weeks or months. It will take supply out of the market. There is a great opportunity for some operators to make significant money. He sees gold going much higher. There is a dislocation between futures and spot markets right now.
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The difference between the miners and the bullion. Some mines are shuttered in for weeks or months. It will take supply out of the market. There is a great opportunity for some operators to make significant money. He sees gold going much higher. There is a dislocation between futures and spot markets right now.
BUY WEAKNESS
BUY WEAKNESS
March 26, 2020
He prefers the diversification methods with ETFs. We are all going back to work so industrial REITs should recover. Buy them on weakness, not strength.
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He prefers the diversification methods with ETFs. We are all going back to work so industrial REITs should recover. Buy them on weakness, not strength.
BUY WEAKNESS
BUY WEAKNESS
March 26, 2020
XIC-T is the broad TSX and the XIU-T is the TSX-60. These are two excellent ETFs to get exposure to the broad TSX. Wait for the next major sell off to buy them.
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XIC-T is the broad TSX and the XIU-T is the TSX-60. These are two excellent ETFs to get exposure to the broad TSX. Wait for the next major sell off to buy them.
N/A
N/A
March 26, 2020
Hyper-inflation. It takes a total loss of confidence in the system. We won't have hyper-inflation. There will be some inflation for sure. Spreads in corporate bonds have spread out significantly and that is where the price pressure comes from in the broader bond index. ZCS-T is a good choice. ZST-T, ZCB-T would also be good.
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Hyper-inflation. It takes a total loss of confidence in the system. We won't have hyper-inflation. There will be some inflation for sure. Spreads in corporate bonds have spread out significantly and that is where the price pressure comes from in the broader bond index. ZCS-T is a good choice. ZST-T, ZCB-T would also be good.