Benjamin Roberts

A Pseudo-Leveraged Loonie Bet

Just want to do a quick update: the dollar trade is working out well, but I have changed my outlook on the TSX based on the ugly price action. After the rate cut, even on days when when the S&P and the energy stocks are advancing, the TSX still looks anemic. This is not the same super bull TSX we have seen in the past couple of years - something fundamental has changed here, although I don't know what it is (maybe the Government intervention/unpredict... we have seen recently is scaring off foreign investors?). I still think the dollar portion of the trade is valid, but at least for the time being park those greenbacks somewhere other than EWC.

The Macroeconomics of Buying Green

Thanks for the comment, but please be specific - why are the weighting strategy, company selection, and portfolio strategy "suspect"? What are the better products? Why am I getting "extra" risk? These are diversified aggressive ETFs that play a great theme. Please back up your comments with evidence and examples.

The Macroeconomics of Buying Green

Thanks for the comment, but please be specific - why are the weighting strategy, company selection, and portfolio strategy suspect? What are the better products? Why am I getting "extra" risk? These are diversified aggressive ETFs that play a great theme. Please back up your comments with evidence and examples.