The last three weeks have been not great for investors to say the least. There has been almost no safe space to hide, and I think you can tell from my voice and lack of enthusiasm in this episode it has been tough on me as well. 

I wanted to touch on a few topics today, which is why the episode ran quiet long. First we get into the demolition that has been happening to growth stocks, and why diversifying and owning some commodities, value stock and even a little fixed income can help ease the pain when this is happening. Quick mention on my view on commodity stocks, including gold silver and oil, and why I like oil longer term. Oil prices are rising and these companies are so beaten up and forgotten about they have tremendous value in a risk-reward ratio point of view.

Next I cover some basics of the 10 year US treasury yield, what it means and why it has such a major effect on stocks. Both growth and value. I know people have been hearing a lot about the 10-Yar yield but maybe do not fully understand why it is effecting stocks the way it is. Hopefully some questions gets answered there. 

Lastly I go over a catalyst I want to keep my eyes on going forward that could trigger another market correction in April. Tax season. Less effected up hear n the great white north, hiding all our gains in our TFSA, but our friends down south might not be so lucky. For new investors, many of whom have seen significant gains, they have not had to allocate funds to pay the tax man yet and have a portfolio that is fully invested in the market. The selling that may come from them liquidating assets to pay the bill could be the next factor waiting to knock stocks. Here's to hoping we can get back to all time highs before that comes!

As always my opinions are my own, and are not intended to be used as investment advice. Educational purposes only. Please do your own due diligence