Trading Strategies

Even with uncertainty hitting the markets, price action is in sync with the market cycles and timing is key to trading success. By having a roadmap and simple timing tools, an investor/ trader has a structure to navigate the ETF and investing world. Learn to anticipate market direction by reading the Market Map. Using simple tools, find better trade entries and profit targets.  Live market examples of Stocks and ETFs will be provided.

Going through market history, we can see that we’ve been in this type of environment before. Kim will outline similar points in history and identify how the past may help prepare investors for what could come this time around. In particular, the recent shift from disinflation to inflation has numerous similarities to the early 1940s - a terrific period of outperformance for value stocks. She will also discuss why exposure to Canadian equities has been especially beneficial to investors during inflationary periods.

Donald will go through some key economic (GDP peaking, interest rates rising, unemployment) and market events (sector strength and weakness in certain industry groups) that are occurring at this time.  He will also highlight events that normally take place in the next phase.

In today's fast-paced and data-driven financial landscape, staying ahead of the game is essential for traders and investors. This seminar will teach attendees to do just that. In an era where AI algorithms are becoming powerful decision-making tools, this seminar takes a novel approach by empowering traders and investors to think ahead of the algorithms.  Adrian will delve into strategies and insights that not only leverage the capabilities of AI but also equip participants with the critical thinking and foresight needed to anticipate these digital counterparts.  Attendees can expect to gain a deeper understanding of market dynamics, advanced risk management techniques, and a competitive edge that allows them to navigate the financial markets with confidence and intelligence, ensuring their investing and trading tactics are resilient and future ready.

Last year a recession was widely expected after GDP contracted in the first and second quarters. Investors were wrong. He didn’t think there would be a recession in 2022 as discussed with Money Show attendees. Most investors now think a recession will be avoided since GDP has been positive in the first three quarters of 2023. Will investors be fooled again?

Investing in the markets has been a knife fight in the phone booth for the last couple of years. Therefore, we’ve endeavored to find investments that correlate little to the overall markets. We firmly believe that asset classes such as Merger Arbitrage and Busted Convertibles provide an exceptional solution for clients seeking idiosyncratic returns in today’s uncertain world. We invite you to learn how these esoteric tactics have meaningfully benefited our clients.

The stock market will likely be moving into a long-term bear market in the coming year.  Avi will outline his parameters to identify when it will begin, and the expectations he has for such a market. 

Join Bloomberg Intelligence's chief equity strategist, Gina Martin Adams, CFA, CMT, for a live session on equity market investment strategies in a new era of high inflation and interest rate volatility, decoupling global growth prospects and ongoing policy uncertainty. Gina will offer perspective on global stocks in the TARA (There Are Reasonable Alternatives) era, dive into fundamental, technical, and quantitative trends driving equity markets, and she will introduce the team's approach to country, sector, and factor allocation strategies for equity portfolios.

Join Thomas Hayes as he explains how to clean up what has been left behind. He will share the companies, sectors, and counties we are eying for alpha.