Jeffrey Fischer

1 month ago | seekingalpha.com | Jeffrey Fischer

May 27, 2025 2:15 AM ET, , , , , , , , , , , , , , , , , , , , , , , , SummaryCMDT is a relatively new actively managed commodity ETF that uses derivatives to achieve desired exposures. Since inception, CMDT has outperformed the Bloomberg Commodity Index. However, Q1 2025 saw underperformance due to specific sector allocations, notably underweight natural gas.

1 month ago | seekingalpha.com | Jeffrey Fischer

May 22, 2025 6:00 AM ET, , , , , , SummaryI maintain a conviction long-term buy on the price of platinum, and now suddenly short-term indicators are improving. Platinum has long been a precious metals laggard, but offers inflation security with little speculative froth inherent in the current market price. The recent price surge was driven by bullish Chinese jewelry demand data and renewed Russian supply concerns alongside depletion of above-ground stockpiles.

1 month ago | seekingalpha.com | Jeffrey Fischer

May 14, 2025 11:59 AM ET, , , , , , , , SummaryU.S. stock markets have rebounded from trade policy turmoil, driven by retail investor resilience and a thaw in U.S.-China trade tensions. Despite my initial bullish predictions for 2025, current S&P 500 earnings estimates have declined, and I expect economic challenges ahead. Supply chain issues could cause further economic instability, making both the stock market and the U.S. Dollar vulnerable.

1 month ago | seekingalpha.com | Jeffrey Fischer

May 09, 2025 5:52 AM ET, , SummaryPZA:CA offers a royalty structure, with unit holders receiving distributions tied to sales of Pizza Pizza and Pizza 73 chain in Canada. Canadian patriotism could boost local retailers like Pizza Pizza, positioning them to gain market share from competing American-based pizza restaurants. Q1 results were okay, but nothing to write home about.

1 month ago | seekingalpha.com | Jeffrey Fischer

May 08, 2025 8:00 AM ET, , , , , , , , , SummaryCanadian equity funds offer great diversification that U.S. investors may not realize, with less technology exposure and higher dividends compared to U.S. counterparts. The iShares S&P/TSX Composite High Dividend Index ETF provides a diversified portfolio with a 5.5% dividend yield. XEI:CA's composition includes less financials exposure than the S&P/TSX 60 Index, but notably higher energy and utilities weightings.