My latest Investment Outlook. Yep, I said it, Total Return is dead. Don’t let them sell you a bond fund. You’re only clipping coupons, don’t expect capital appreciation. williamhgross.com/they-just-wann…

Agree completely. Bonds are broken. 60:40 is broken. Retirement accounts need to be modernized. Modern portfolio theory MUST include private equity and private credit. If you want to find out more, check out qwealth.com Get advice worth paying for. Join our family.

I dont know if I should laugh or cry #LeafsNation x.com/LucieLou08/sta…

l was asked today about this ETF $INCM.TO and said I needed to do some work on it. Great idea, but needs to mature before I'd recommend using it. The underlying holdings are less liquid and could see swings like many closed end funds. Love the idea, but need to see it work. $VPC

It's hard to fathom that these are the candidates. Neither is fit for office. The debate was light on substance. I truly hope that our American friends achieve Gridlock. A mandate for either would be bad for deficits. FWIW my current index is 4.0, but I'm more like a 5.5.

Worth a read. Carney could beat Poilievre in the next election, but short of that, Pierre will be the next PM. I'm still thinking I'd like to be finance minister one day. Who knows what the future holds. But OMG did Trudeau mess up the books and Canada's place in the world.

If I were a Dem strategist, I tell Joe to make Kamala the president now. He will likely be unable to serve well before the next 4 years. As someone who assesses risk for a living, odds he wins is very low. Not much better for Kamala. OMG Trump 2.0 will be a mess for markets...

The last time the OEX was down like this and the SML was up like this was.....about never. Today has to be a major inflection point for markets. I've been buying beaten up stocks in the higher for longer market. Today they performed very very well. Value beats growth for a while.

Must read of the day

No BNN Bloomberg #BermansCall today. I'm attending a long standing charity golf event. Markets need to make new highs in the next 3 weeks of earnings. If not, 10% lower to cool the trend back to more sustainable valuations. youtu.be/4bJXOyC2guc?si…

A reversion to the 5 year mean is another 320 s&p 500 points. In a recession we should trade at a discount.

We are seeing the most extreme readings in years at the same time we are entering the work month of the year and a very uncertain political season. What could go wrong? bermanscall.com/pro-eyes/

Congratulations on 25 years BNN while I'm still learning how markets work 38 years later. I was a guest on Market Call on day 3. It's the 18th year of BNN Bloomberg #BermansCall I ❤️ learning and educating Canadians in making a better investment decision. youtube.com/watch?v=aFfFpN…

It’s not just obesity. Drugs like Ozempic will change the world. It changed my life. It will be interesting to see what happens to price when generics hit. economist.com/leaders/2024/1… from The Economist

Chance of being the leader of the party ~95%. Chance of being Prime Minister 5%. Why would he do it now? What say you? linkedin.com/posts/mark-car…

I'm a Mark Carney fan - Canada Not Interested in Trump’s Offer & Liberal Leadershi... youtu.be/zs8St-fF0kE?si… via YouTube

Bremmer often has good insight for the geopolitical followers: “Trump Is Going to Get a Lot of Wins:” Ian Bremmer Forecasts 2025 Geopol... youtu.be/LnRW2P3AsNc?si… via YouTube

Great thread. Trump 2.0 really trying to fix major issues. Still don't like his style, but radical change is needed.

This is a must read too. Will try to unpack this on BNN Bloomberg #BermansCall

FWIW....LMFAO