I’ve updated my investment ideas page. (members click here). As always, this week’s write-up includes specific equity, ETN, and ETF analysis. Updates of note this week include why I have my eye on copper and some updated thoughts on stocks looking to take advantage of an aging global population and emerging markets like China.
Here’s a sample from this week’s update, on the Canadian Dollar:
Last month I added the Canadian dollar (FXC) to my buy list. We got the anticipated rate hike from the Bank of Canada who seem willing to look past the current modest pace of inflation. They hiked rates by 25 bps to .75% and thus took back one of the two emergency cuts they implemented in response to the oil price collapse. The Canadian dollar rallied this week to the highest level since September 2016 at around $1.25. Stay long.
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Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor.