Latest Expert Opinions

Opinions
Today :
6
Recent
experts :
Signal
Opinion
Expert
COMMENT
COMMENT
May 15, 2020
Market Outlook It is amazing to think oil was trading above $40 a month ago. The build in inventories around the world are starting to slow as demand is slowly recovering. Demand had been down 32 million barrels per day. This may mean it will take a lot less time for things to normalize. Apple tracking mileage in the US shows travel is down only about 9% from a year ago. OPEC members too are struggling for survival. Global offshore is going into stagnation due to loss of capital investment. As bad as thing were, the outlook for 2021 is incredibly bullish. Using $50 oil prices, share prices could potentially quadruple. There are estimates that total oil stocks globally went up 450 million barrels, about half of what the IEA had predicted. June WTI futures go off the board next week. He feels it is much less likely that it will settle negative like the May contract.
Show full opinionHide full opinion
Market Outlook It is amazing to think oil was trading above $40 a month ago. The build in inventories around the world are starting to slow as demand is slowly recovering. Demand had been down 32 million barrels per day. This may mean it will take a lot less time for things to normalize. Apple tracking mileage in the US shows travel is down only about 9% from a year ago. OPEC members too are struggling for survival. Global offshore is going into stagnation due to loss of capital investment. As bad as thing were, the outlook for 2021 is incredibly bullish. Using $50 oil prices, share prices could potentially quadruple. There are estimates that total oil stocks globally went up 450 million barrels, about half of what the IEA had predicted. June WTI futures go off the board next week. He feels it is much less likely that it will settle negative like the May contract.
N/A
N/A
May 15, 2020
Market. There is a new cold war developing between China and the US to be fought on the trade front. We expect more of this. Semi conductors took a bit of a hit on this and there is a lot more to come. Equity markets did not like Trump tweeting that he was tariff man back in 2018 and they won't like this. The exuberance from March is running out. The average stock is very much in a bear market.
Show full opinionHide full opinion
Market. There is a new cold war developing between China and the US to be fought on the trade front. We expect more of this. Semi conductors took a bit of a hit on this and there is a lot more to come. Equity markets did not like Trump tweeting that he was tariff man back in 2018 and they won't like this. The exuberance from March is running out. The average stock is very much in a bear market.
BUY
BUY
May 15, 2020
Just buy covered call ETFs? You should be more diversified including being diversified globally. When you are getting those dividends, remember that they can be cut. He has no other issue otherwise.
Show full opinionHide full opinion
Just buy covered call ETFs? You should be more diversified including being diversified globally. When you are getting those dividends, remember that they can be cut. He has no other issue otherwise.
BUY
BUY
May 15, 2020
Own corporate bonds rather than equities since they will likely be backstopped by the fed. In the US there are several ETFs for corporate bonds. LQD-N is a good one (liquid corporate bond universe) but there is some interest rate risk. You pick up 350 basis points on this. This is not a bad play right now. The FED started buying it last week. Don't broadly jump into junk bonds here.
Show full opinionHide full opinion
Own corporate bonds rather than equities since they will likely be backstopped by the fed. In the US there are several ETFs for corporate bonds. LQD-N is a good one (liquid corporate bond universe) but there is some interest rate risk. You pick up 350 basis points on this. This is not a bad play right now. The FED started buying it last week. Don't broadly jump into junk bonds here.
BUY
BUY
May 15, 2020
Real Estate. He would look at apartment dividend equities. Canadian for taxable accounts or globally for registered accounts. ZWE-T is a recommendation for international dividend payers.
Show full opinionHide full opinion
Real Estate. He would look at apartment dividend equities. Canadian for taxable accounts or globally for registered accounts. ZWE-T is a recommendation for international dividend payers.
N/A
N/A
May 15, 2020
Educational Segment. The role of government and how we measure economic success. He is concerned about the path the world has taken to try to fix the issues. We have thrown easy money at them. 6 stocks make 17% of the US market. It is inequality. We need a fix. There is an OECD better life index that looks at how society is doing. He thinks we should measure quality of life. FED funds futures are pointing to negative interest rates. We are going to a money printing world.
Show full opinionHide full opinion
Educational Segment. The role of government and how we measure economic success. He is concerned about the path the world has taken to try to fix the issues. We have thrown easy money at them. 6 stocks make 17% of the US market. It is inequality. We need a fix. There is an OECD better life index that looks at how society is doing. He thinks we should measure quality of life. FED funds futures are pointing to negative interest rates. We are going to a money printing world.