The Monthly Commentary – May 2025
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
Nasdaq, S&P 500, Bear markets, Automakers, Tariffs, Market risk factors, Cars sold by country, Linamar
S&P 500, Inflation, Trump, Government spending, Trade war, Tariffs, Powell, Yields, Markets
Canadian equities, Energy ETFs, TSX stocks, Uranium, Investor bias, Timber stocks, Trade wars, Tariffs
FED, yield curve, FOMC meetings, Draft Kings, Betting, SPACs, Shipping stocks, China, Investing resolutions
US election, Congress, Tax cuts, Trading, Trade partners, Immigration, China, Magnificent 7
Best performing stocks 2024, Valuations throughout the market, P/E ratios, Corrections in the market, Earnings growth, Magnificent 7, Bond market, Yield curves, Tesla, Recency bias
Monetary policy, Magnificent seven, Apple stock lagging peers, Commodity prices, Global elections 2024, Royal Canadian Mint, Buying gold, Interest rates, FED, Inflation, Bell shares, Anchoring affect
U.S. deficit, economic data, Job openings, Crypto, Bitcoin, SEC and Bitcoin, Behavioral investing.
Lead times, lag times, interest rates, Tesla, Business cycles, credit spreads.