Special treat for you guys today. I got together with Brooke Thackray, who most of you know as Canada’s seasonal investment expert. Brooke and I recorded a conversation while riding bikes. Complete with great scenery and much banter.
During our conversation, we covered:
- The potential for a market correction between August and September
- Market breadth – improving but not out of the woods
- Sentiment. Are investors complacent?
- Seasonal patterns.
- Gold
- Potential investment opportunity coming in under loved sectors.
Here is the video – hope you enjoy it!
Riding the Markets with Keith Richards and Brooke Thackray – ValueTrend
5 Comments
That was an interesting point he made about the historical rise in the Vix that could occur soon. The camera work on that ride was surprisingly good
Thx Dave–we had fun doing the video.
great ride or interview!
I don’t think the energy sector was mentioned as a seasonal play.
I’m pretty sure Brooke mentioned it in his newsletter as a possibility from now until October.
what do you think?
Thx Mark–As I noted in my musings blog, we have been legging into energy
I SAW YOUR VIDEO ON THE MARKET: AMAZING CAMERA WORK. WILL CONTINUE TO WATCH YOUR BLOG WHILE DRINKING MY JAPANESE TEA IN A SENIOR FACILITY… (I ALSO CLIMB THE MOUNT-ROYAL AT TIMES). HAVE A LOOK AT JEFFREY HUGE CMT; HE IS QUITE BEARISH ON THE MARKET AND HAS BEEN FOR A WHILE (EITHER ON YOU TUBE OR TWITTER).
J.P.