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COMMENT
COMMENT
May 22, 2020
Market Outlook He thinks there are two classes of stock out there -- the strong and the weak. He is confounded about how this market continues to rally back. Those strong companies continue to thrive, the weak are struggling. Companies are re-tooling and this may make some companies stronger. Although there may be fewer companies at the end of this and this may not be the best scenario for consumers. He is also hearing that some companies are looking to expand their scope of business, so it will be very dynamic. Earnings are being priced out beyond 2021 and almost zero interest rates are making stocks look attractive. He thinks gold's recent rise is on the back of higher debt levels globally, which are highly correlated together. He prefers to own physical gold.
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Market Outlook He thinks there are two classes of stock out there -- the strong and the weak. He is confounded about how this market continues to rally back. Those strong companies continue to thrive, the weak are struggling. Companies are re-tooling and this may make some companies stronger. Although there may be fewer companies at the end of this and this may not be the best scenario for consumers. He is also hearing that some companies are looking to expand their scope of business, so it will be very dynamic. Earnings are being priced out beyond 2021 and almost zero interest rates are making stocks look attractive. He thinks gold's recent rise is on the back of higher debt levels globally, which are highly correlated together. He prefers to own physical gold.
COMMENT
COMMENT
May 22, 2020
CAD $ ETFs in other countries? It depends on your view of the Canadian dollar. He is not bullish on the CAD. He would not be afraid to buy the US dollar equivalent for other country ETFs. He would caution about being too clever about moving away from the US markets, which have a good thing going.
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CAD $ ETFs in other countries? It depends on your view of the Canadian dollar. He is not bullish on the CAD. He would not be afraid to buy the US dollar equivalent for other country ETFs. He would caution about being too clever about moving away from the US markets, which have a good thing going.
N/A
N/A
May 22, 2020
Market. They EU is going to back a Euro bond. It is yet more effort from government to put unprecedented support behind the response to COVID-19. The world is awash in debt and they are throwing more debt at it. They will eventually have to monetize it. There is the battle between the US and China and between China and Hong King and these are just more hurtles to get over. China has dropped its economic growth plan.
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Market. They EU is going to back a Euro bond. It is yet more effort from government to put unprecedented support behind the response to COVID-19. The world is awash in debt and they are throwing more debt at it. They will eventually have to monetize it. There is the battle between the US and China and between China and Hong King and these are just more hurtles to get over. China has dropped its economic growth plan.
COMMENT
COMMENT
May 22, 2020
Bonds. There is not much yield left anywhere in the world and if you factor in inflation, you have negative yield. Once we get through the deflationary effect of COVOD over a year or more, we are going to have a massive run of inflation. The Fed is planning on buying all bonds above a certain amount. The bond market will be owned by the Fed.
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Bonds. There is not much yield left anywhere in the world and if you factor in inflation, you have negative yield. Once we get through the deflationary effect of COVOD over a year or more, we are going to have a massive run of inflation. The Fed is planning on buying all bonds above a certain amount. The bond market will be owned by the Fed.
WAIT
WAIT
May 22, 2020
Copper. COPX is a basket of copper miners so you are not buying the copper commodity. Buy on the next step down.
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Copper. COPX is a basket of copper miners so you are not buying the copper commodity. Buy on the next step down.
BUY WEAKNESS
BUY WEAKNESS
May 22, 2020
Gold. It is extremely unlikely it will drop dramatically in the short term. He would buy into the dip. It is headed higher for years to come. When bond yields are zero or negative, then gold has no competitor.
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Gold. It is extremely unlikely it will drop dramatically in the short term. He would buy into the dip. It is headed higher for years to come. When bond yields are zero or negative, then gold has no competitor.
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N/A
May 22, 2020
Educational Segment. Comparison of present economic situation to that of the early eighties. At the beginning of the eighties Regan had some economic tailwinds behind him. Today we have grossly underfunded pension funds, healthcare and have a massive need for infrastructure as well as major concerns about the environment. There is a tragic demographic in the form of the ratio of people of working age to the young and old which will get worse for decades to come. There is also a massive decline in the output of labour. These are all headwinds they did not have in the early eighties. In investing, quality will be one of the most important factors.
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Educational Segment. Comparison of present economic situation to that of the early eighties. At the beginning of the eighties Regan had some economic tailwinds behind him. Today we have grossly underfunded pension funds, healthcare and have a massive need for infrastructure as well as major concerns about the environment. There is a tragic demographic in the form of the ratio of people of working age to the young and old which will get worse for decades to come. There is also a massive decline in the output of labour. These are all headwinds they did not have in the early eighties. In investing, quality will be one of the most important factors.