Back with another ranking series, and this one is a BEAST. Here's the thing about these six. You probably already own them. Maybe you've owned them for decades. This isn't exactly a piece of "look at these under the radar stocks" content. This is where do I rank 6 of the best corporations in Canada? Having to put one of these in the E tier hurt, and you might be surprised at which one it is. https://www.youtube.com/watch?v=56p7XtWkCroread more
Congrats to Isar Aerospace on becoming the first European entity to reach orbit successfully from Continental Europe soil! Yes, before Canada!! 🤷♂️ This opens a brand new market and competition 🔥 The German company successfully launched its Spectrum rocket during the test flight from its base in Andøya, Norway. With $RKLB expanding to Germany, I wouldn’t be surprised if one day they acquire Isar Aerospace… I sure hope! 🤷♂️
Another @BuildCanada poll highlighting the mindset that has taken hold in Canada after more than a decade of economic stagnation and declining living standards. 75% say Canada should “hold firm” in the trade dispute, even if the economic costs persist. Yet large majorities reject the consequences when they hit personally: higher taxes, retirement losses or greater risk of losing a job. It’s easy to support expensive policy in the abstract. It’s much harder when the bill arrives at your own door. After 11 years of Liberal government, this disconnect between political preferences and economic consequences may be one of the clearest explanations for where Canada finds itself today. @talukder9712@etf.goread more
There is SO MUCH value in the market right now Some stocks trading at under 20x '27 earnings: Meta | $META -> 19x Broadcom | $AVGO -> 19x Oracle | $ORCL -> 18x Uber | $UBER -> 16x Applovin | $APP -> 15x Vistra | $VST -> 15x Nvidia | $NVDA -> 14x Some incredible ones right now are being priced at crazy discounted prices compared to their future earnings Are you buying any of these names? read more
For those of you who prefer the educated perspectives of industry pros over the ‘Yield Bros’ below is a link to El-Erian’s most recent ‘Weekly Look at Global Economy & Markets” Here are 3 key points I thought were worth highlighting… ‼️ “Looking ahead, global macro markets are entering a delicate phase in which fundamentals, policy, and technical factors all point to greater fragility. The week will be dominated by a heavyweight trio of central bank decisions (Federal Reserve, the Bank of Japan, and the Bank of England), alongside a heavy calendar of tier-one data releases. All this as the focus intensifies on the technical dynamics of the bond and energy markets.” ‼️ “The Federal Reserve faces a lose-lose dilemma. Financial markets have effectively boxed the central bank in by pricing in an above 80% probability of a 25-basis-point rate hike at the conclusion of Wednesday’s FOMC meeting. If the Fed validates this pricing and ignites expectations of a hiking cycle, it risks overtightening and compounding downside pressures in rate-sensitive areas such as housing. Conversely, should the Fed hold rates steady, it risks appearing behind the curve, potentially unanchoring inflation expectations and triggering an abrupt steepening at the long end of the yield curve.” And last (but not least)… ‼️ “This brings us to an important technical dynamic to monitor: fixed-income positioning and the risk that interest-rate pressure could trigger credit risk. So far, corporate credit (and the broader economy) has remained remarkably insulated, cushioned by robust earnings and buffers. But as higher sovereign yields and elevated input costs persist, income and balance-sheet strains could lead to widening credit spreads and downward earnings revisions. Investors must bear in mind: when interest-rate pressure is protracted, credit risk tends to enter the frame.” 🤓 Here’s the link to full article which includes a few other trends to watch: https://mohamedelerian.substack.com/p/the-weekly-look-at-the-global-economy-e94 ———- Marco moves slow. Markets move fast. Hope of continued strong earnings continues to keep markets optimistic. If/when that hope gives way to macro forces things may change. Personally I feel we are close to a tipping point. But I’ve felt that way for a while and have been wrong (early?). So as always - we’ll see what happens. Regardless - it’s always best to plan ahead. ⚖️ Protecting capital is part of growing capital 🏦 Perspective ≠ Prediction Do what’s best for you. 😉👍read more
What happens to data center stocks if AI development slows? 👀 🔴 POTENTIAL LOSERS 💻 $NVDA — AI training GPU demand could cool ⚙️ $AMD — Slower accelerator demand 🖥️ $SMCI — Lower AI server/rack spending ☁️ $NBIS — Higher sensitivity to AI infrastructure demand ☁️ $CRWV — Risk if AI capacity becomes underutilized 🟢 POTENTIAL WINNERS / MORE RESILIENT ☁️ $MSFT — Diversified software + Azure cloud ☁️ $AMZN — AWS + diversified e-commerce/business operations. 💻 $NOW — Recurring enterprise software revenue 🎨 $ADBE — Subscription-based software business 💻 $TEAM — Recurring enterprise software revenue 💸 WHERE COULD THE MONEY ROTATE? ➡️ AI hardware 🚀 → Enterprise software ☁️ ➡️ Speculative data centers → Established infrastructure 🏢 ➡️ High-growth stocks → Quality/value companies 💰 ➡️ Training-focused AI → Inference & cloud services ⚙️ ➡️ Riskier tech → Defensive sectors & cash-generating businesses 🛡️ 📌 KEY IDEA: An AI slowdown wouldn't necessarily mean the AI story is over. The market could simply move from “build as fast as possible” → “monetize efficiently.” 👀📊 📌 THAT’S WHY DIVERSIFICATION MATTERS FOR THE LONG TERM. 💬 Where do you think the money rotates first?read more
Trump has reportedly contacted Apple about renaming Lake Ontario to “Lake America” on Apple Maps. 🇺🇸 📍 Google Maps has already made the change for U.S. users. 🇨🇦 Canada, however, continues to call it Lake Ontario. 🍁🇺🇸 Another chapter in the Canada U.S. trade tensions?
Trump: “I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself” And would you take a look at that.. Is that $NOW in the picture?!
Tomorrow is Tim Cook's last day as the CEO of Apple $AAPL The man that took it from $350B —> $4.7T in his 15-year tenure. Truly an end of an era. At the end of the day.. Tim Cook cooked.
Trump will “respect” whatever decision Kevin Warsh makes tomorrow Didn’t say that for Powell ever.. haha He knows what the decision will be and there’s practically not much he can do about it. Implied move for both $SPY and $QQQ is ~1% Your thoughts?
