Market Commentary — Page 199

Market Commentary

COMMENT

Trading the tech market. The market has very much changed, especially in the tech arena. It's become more about active management. In the last 12 months, we've seen tremendous volatility with the corrections. He finds that he ends up trading in and out of his Top Picks.

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COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Tech can continue to do well in an inflationary environment. 5i is not overly concerned with inflation relative to the tech sector. Industrials and discretionary companies should also emerge stronger, though it may see some volatility. Unlock Premium - Try 5i Free

COMMENT

It drives him nuts that the bears are taken more seriously than the bulls. It's easy to find the super-rich bears, since they've made their money already and are parking their money in bonds, so they worry about only inflation (which erodes their wealth). This inflation includes wages which cuts into margins. He feels that higher wages means a stronger market.

COMMENT

NEW FUND FOR THE BINANCE SMART CHAIN

Last time, we talked about the Binance Smart Chain. As a reminder, the Binance Smart Chain is a Blockchain launched about 1 year ago by the Binance platform. It presents itself as a serious alternative to the Ethereum network because, on the one hand, it is EVM compatible and thus allows developers to migrate, without any problem, their smart contract from Ethereum to the BSC. And on the other hand, because of the use of PoSA, the transaction fees are much lower than those of its main competitor. From July to today, the number of daily transactions has exploded between a maximum of 13 million transactions on July 29 and a minimum of 5 million on September 11. Yesterday, the number was 9 million.

COMMENT

He's curious about cryptos--blockchain has a future--but he doesn't buy or trade it. He doesn't think we're risking stagflation. Sure, there's inflation, especially in wages, but he doesn't see slow growth because demand is so strong. Higher costs, like lumber, will flow through the system. Because wages have been flat for years while corporate profits have risen, it's a good thing to see some wage growth; real wage growth is finally ticking up.

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Market. He owns a lot of Canadian stocks for their dividends. This next decade is going lot be a mixture of inflationary chatters and then more on the growth side when inflation subsides. Energy transition to renewable and clean power is happening but it will take a long time to get where everyone wants to be. This will cause a lot of fits and starts of many sectors over the next decade. The next year will be tougher than the last couple of years. It will be a stock picker's market. The market will be 8 or 10% higher in the next 12-18 months.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is still quite a lot of money on the sideline. Retail and commercial accounts are showing money not deployed. Retail investors seem to have turned bearish. There is enough cash on the sideline that there should not be extra concern for markets. Unlock Premium - Try 5i Free

COMMENT

Canadian banks ETF. A simple exposure to the 6 big banks with ZEB. Now there are some variations such as overweight, capitalization weighting, etc. There are a number of different ways depending on what exposure you want and strategy. Gold looks to be positive based on current conditions, but it has not acted as it should recently.

COMMENT

Educational Segment. Investors need to keep in mind their goals financially and what risks must be taken to achieve those results. Right now, there is a challenge with bonds. The traditional 60/40 allocation is not giving the historic returns as before. It is no longer the safety net it was. For the last year or so, inflation is higher than what the bonds are yielding. Bonds are now at low 2% to high 1% yields. We need to think outside the box on how to adapt to this change.

COMMENT

The type of inflation we are seeing is not something the central banks can fix. Higher interest rates will not fix the supply and labour constraints behind the price rises. However, the feds can control the asset price inflation. The extent they want to deflate this will be interesting to see. There is high propensity for policy mistakes going forward. We have not seen sustained inflation in decades. If Feds remove accommodations, it could affect equity markets but it will not do anything for oil prices or labour to come back.

COMMENT

Transitory inflation is historically 2-3 months. However, this one looks to be 2-3 years, which is still technically transitory. It may not be sustained like in the 70s. We could see sticky wages and labour ruling. Quit rates are off the charts in the US and people are realizing that low paying jobs are not for them. It will be a transitionary period. Certain sectors can't get labour at all such as the truck drivers. Earnings will be interesting to see with wage pressures.

COMMENT

Gold. Has been the most frustrating trade. Seeing all the indicators for gold to rise and yet it is not happening. Gold stocks versus gold bullion is the lowest it has ever been in history. It is just not working.

COMMENT

Not every asset can go up at the same time. Last week's bullishness cannot last. That said, oil continues to be the Chosen Asset as it stays strong. Energy accounts for less than 10% of the S&P, but has a negative impact on the 90% of the S&P--or should be. Transport and hotel stocks are rising along with oil, when they shouldn't. It's crazy. If production doesn't increase, then oil will reach $100/barrel. And Bitcoin will continue to rally. He likes cryptos, but this is pure speculation; he sold some of his cryptos today. It's frothy. Meanwhile, FAANG is climbing, even Facebook which jumped over 3% today which seems impervious to bad headlines, as long as people keep using the platform.

COMMENT

Introducing Crypto Talk With Terence Hello, I am Terence, crypto enthusiast at Wealthica & Vezgo (our Cryptocurrency Aggregator). Today we begin reporting "Crypto Talk" where I will post regular updates about different cryptocurrencies and blockchains. Today's Crypto Talk focuses on the Binance Smart Chain. I hope you find it interesting and educational!

COMMENT

They invest in all cap stocks, but there is higher growth in the small and mid-cap space. Cannabis has had a challenging year this year, but there is strong growth in fundamentals and revenues.

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A Comment -- General Comments From an Expert (A Commentary)

Trading the tech market.(A Commentary)

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. (A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

NEW FUND FOR THE BINANCE SMART CHAIN(A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

Market. (A Commentary)

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research.(A Commentary)

Canadian banks ETF.(A Commentary)

Educational Segment. (A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

Gold.(A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

Introducing Crypto Talk With Terence(A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

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