A very conservative investor but yet another example of someone who thinks that energy (and REITs) are the place to be buying as we head into the back half of this year. GLTA
What Powell says this week will end the rally we’ve seen in the past couple of months: Gavin Graham
Gavin Graham, chief strategy officer at SmartBe Investments, joins BNN Bloomberg and discusses that stocks are vulnerable as interest rates rise. Graham points to soaring European costs and argues that oil and gas companies are set to benefit.
https://www.bnnbloomberg.ca/video/what-powell-says-this-week-will-end-the-rally-we-ve-seen-in-the-past-couple-of-months-gavin-graham~2506568