- 📈 Trade Relations: The U.S. could implement new tariffs or alter existing trade agreements, directly affecting Canadian businesses and their competitiveness in the U.S. market. This could lead to increased costs for Canadian exporters and a potential decline in export volumes. - 🛢️ Energy Projects: With Trump’s pro-energy stance, projects like the Keystone XL pipeline may receive renewed support, enhancing Canada’s energy infrastructure and driving economic growth. This could lead to job creation and increased investment in energy-related projects. - 🏘️ Immigration Trends: Changes in U.S. immigration policy may encourage individuals seeking a more welcoming environment to move to Canada, boosting demand for housing and potentially driving up real estate prices. - 💰 Military Spending: Increased U.S. military spending may benefit Canadian cities hosting defence contractors or military bases, leading to economic growth and job creation. - 🌍 Global Dynamics: As the U.S. adjusts its economic strategies, Canadian bonds and currency may experience fluctuations, impacting investment decisions and economic stability in Canada. - 📊 Real Estate Focus: Investors and homeowners need to stay informed about political developments to make timely decisions in a potentially volatile real estate market. - 🔍 Political Implications: Understanding the broader implications of U.S. politics on Canadian life will empower individuals to navigate changes effectively, ensuring they are prepared for shifts in the economic landscape.

Warren Buffett’s Berkshire Hathaway holds a staggering $325 billion in cash, a significant increase that raises concerns about market conditions. Buffett has stopped buying Berkshire stock for the first time in six years and reduced holdings in major investments like Apple and Bank of America. Buffett’s past decision to build cash reserves before the financial crisis serves as a warning sign. The high ratio of stock market value to GDP indicates overvaluation, serving as a crucial metric for investors to assess market health. Analysts suggest this cautious approach reflects broader market valuation concerns and potential future opportunities, indicating that investors should be attentive to market trends.

I looked it up and seems like nobody ever made a post about MCK. Does anyone has an opinion on MCK? For those new to the company, it is one of the big three pharma and medical supply distributors (CAH and COR are the other two).

I am watching AMD as is close to a long trend level. I will start accumulating if goes close to 140 or under after the today's earning. Also, I will sell some credit put spreads. Anybody else watching AMD?

Yesterday I started a position in both PFE and HSY. When I start a new position I am planning for 2-3 more buys to reach my full position. Did anybody else have these stocks in their portfolio?