Between [Jan. 24] and [Jan. 28's] close, mom-and-pop traders poured roughly US$4.25bn of new capital into U.S. financial markets (stocks & ETFs), with [Jan. 27] seeing the bulk of inflows (US$1.85bn) amid the worst of the tech & semiconductors sell-off,
By the end of the session, Retail investors net bought $3bn … which is the largest amount on record, dating to 2015,
It's early days and I think what's really important is open and strong trading relations
Stop panicking when Trump does something you think is crazy, and remember that he promised to do most of this stuff before he was elected, and he still won,
Living in the Midwest, I might feel the trade war soonest and most,
This is a very fluid and evolving situation,
It's probably going to take several quarters to have a noticeable impact,
No matter what those categories are that could get hit with tariffs, everything is relative. We will make sure our values are proportionately below them as they always have been,
These are goods that people need, and higher prices are not helpful,
If you raise home prices, you'll have even fewer homes sold,
It's rallied right into its July peak at $397. It's paused here, but with a positive trend behind it and a bullish industry, those top-down tailwinds, I think you see a breakout in CrowdStrike over the coming weeks to months,
It's corrected right into the bullish slope of its 200-day average, what we see as a near-term opportunity to buy long-term strength. There was a nice false breakdown there. You fell below that level, came right back above it. That's a sign of selling fatigue,
There's a bullish trend here. I see the support at the industry level as well,
We're seeing strength in these mid-cap names that aren't necessarily household names,
We find the targeting of Canada particularly absurd. You don’t get to choose your neighbors, but most countries would kill to have one as friendly, stable, reasonable and reliable as Canada,
The immediate impact could be a decline of upwards of 10%” as the S&P/TSX Composite Index catches up with the recent decline in the Canadian dollar
Most of Canada’s exports of auto parts, pharmaceuticals and electronics to the US are produced by foreign (mostly US) companies that would bear the tariff burden in the short term,
They don’t take our cars. They don’t take our farm products. They take almost nothing, and we take everything from them,
Although the declines are sharp, there is a sense that they could have been worse.”
We're getting rid of stocks that are losers so that we have enough cash if the market comes back,