Larry Berman
Host, Berman's Call at BNN Bloomberg
Host @BNNBloomberg #BermansCall. Founder https://t.co/fKADlIUwOy #ETF. Investor education, world politics, neuroplasticity, well-being, Life, Liberty & #TPOH
Articles
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5 days ago |
bnnbloomberg.ca | Larry Berman
Over the past month, we have started to see a slight weakening in the U.S. growth outlook and specifically the employment picture. This week we will see the JOLTs (Job Openings and Labor Turnover Survey) report and NFP (Non-Farm Payroll) reports. Expectations for both are softening. We have also seen the weekly initial and continuing claims data weaken.
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1 week ago |
bnnbloomberg.ca | Larry Berman
The longest history for comparison in Canadian exchange traded funds (ETFs) is between ZEB (BMO Equal weight Banks) and ZWB (covered Call equal weight banks). BMO covered call ETFs balance between cash flow and participating in rising markets by selling out-of-the-money call options on about half of the portfolio. This approach allows to capture the modest growth and generate cash from two sources: regular dividends and premiums from call options.
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3 weeks ago |
bnnbloomberg.ca | Larry Berman
This week we get U.S. inflation and retail sales updates for April. We know high frequency data like credit card billings and delinquencies tell us the consumer is seeing increased stress levels. April was the first month when tariff revenues increased, so the inflation and retail sales reports this week should provide the first estimate of the tariff impact on inflation. Specifically, how much of the tariff increase was passed on to consumers and whether non-tariffed prices rose above trends.
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1 month ago |
bnnbloomberg.ca | Larry Berman
The retirement announcement of Warren Buffett prompted me to refresh a theme that we have discussed on Berman’s Call for many years. • Market timing is very hard• Diversification is critical• Periodic rebalancing is prudent• Long-term focus is needed, but hard to execute• And most important of all is your portfolio construction (tool box)These are the key ingredients to long-term success.
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1 month ago |
bnnbloomberg.ca | Larry Berman
Most of the Magnificent Seven tech stocks (Apple, Microsoft, Meta and Amazon) are reporting this week. Just these four stocks represent 26 per cent of the Nasdaq 100 and 19.2 per cent of the S&P 500. In the past few weeks, much of the investment world and media were questioning U.S. leadership and exceptionalism with the dramatic changes that tariffs could unleash.
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FWIW....LMFAO
Trump, the ‘smart businessman,’ had his clothing line manufactured in India and China to cut costs — then marked it up 600% at Macy’s to maximize profit. ‘Made in America’? ‘Buy American’? Trump never practiced what he preaches… https://t.co/NvkLi5gsB0
This is a must read too. Will try to unpack this on @BNNBloomberg #BermansCall
Pipe Dream 101 - Mar A Lago Accord version The Xverse is awash with nonsense regarding a grand bargain called the Mar A Lago Accord. While I accept that anything is possible with the right set of sticks and carrots I cannot imagine such a deal occuring. Nonetheless I will
Great thread. Trump 2.0 really trying to fix major issues. Still don't like his style, but radical change is needed.
1/16 A thread on The Mar-A-Lago Accord (MALA). tl:dr Take it seriously, not literally The status quo cannot last. If we do nothing, it ends badly. What is the alternative? Most of it has either already happened, or is underway. We weren't aware of the name.
