Trading Pocus retweeted
It’s not bad luck, it’s a predictable pattern that repeats every 18.6 years!
In The Secret Life of Real Estate and Banking, Phil Anderson explores how interest rates move in a rhythm that repeats every 18.6 years.
Taking on a massive mortgage at the peak of an interest rate spike is dangerous. But as Phil points out in his book, these high rates don't last forever.
When the housing market cools down, central banks will drop interest rates again. This will make mortgages cheaper, giving smart buyers a chance to step back in or refinance at much lower rates.
Trading Pocus retweeted
There is zero interest in gold stocks again, despite world-class margins, the best balance sheets, and the highest free cash flow generation ever. Over the past four weeks, GDX fund flows have been -$1.3 billion USD. 💸👇
Trading Pocus retweeted
Mark Warner, one of Canada’s best trade lawyers—and a friend—dismantles, one by one, every argument used to defend Canada’s current negotiating strategy with the United States.
A masterclass of an interview.
Watch the whole thing. Oh, and the midterms won’t make a difference...
Trading Pocus retweeted
Canadians will pay the price for Ottawa’s tariff war
Sylvain Charlebois
#CommunityNewspaper #opinion #PADailyHerald #troymediacolumn
paherald.sk.ca/canadians-wil…
Trading Pocus retweeted
Can something as obscure as a 30-year cycle in commodities really matter? Decide for yourself. But, um, so far, so good. @sentimentrader
Trading Pocus retweeted
Fundamental analysis helps in identifying great businesses with long runways. i.e. what to buy.
Technical analysis helps with timing i.e. when to buy, when to hold and when to sell.
Combining both disciplines is super important.
Trading Pocus retweeted
I often feel like a bit of an imposter commenting on Canadian politics as I am not Canadian myself. But I really do love the country, own a bunch of real estate there, have a lot of Canuck friends, and did send my four kids (who do have Canadian passports) to boarding school there… all this as a prelude to my take on the US-Canada trade war, that I fervently hope will be the start of something better for Canada?
Piece unlocked below:
research.gavekal.com/article…
Trading Pocus retweeted
Why should we care about rising yields? Because when the risk-free asset is competitive with equities (as it is now), a de-rating in Treasuries should lead to a derating of equities. That’s what happened from the 1960’s through mid-1990’s. And if risky assets ignoring this dynamic (as they did in 1987), the consequences can be harsh.
Trading Pocus retweeted
Colombia’s elections are officially over, and the shift away from the far left continues to gain momentum across South America.
South America is moving toward a region-wide pro-business agenda unlike anything in recent history.
Investors are still underestimating what could become one of the defining investment themes of the next decade.
open.substack.com/pub/tavico…
