Larry Berman

Host @BNNBloomberg #BermansCall. Founder #ETF. Investor education, world politics, neuroplasticity, well-being, Life, Liberty & #TPOH

[Larry Berman @LarryBermanETF]

The world is broken from a monetary policy standpoint. What the textbooks missed is that pulling forward demand is not increasing demand. Giving people more money by printing it would be a collosal failure of gov't. There is a natural rate of growth https://t.co/L5uVSVa8KU

[Larry Berman @LarryBermanETF]

$PWRD is the ETF that @MerellaCTV and I were asked about yesterday on @BNNBloomberg #BermansCall It's a good way to play the stocks best positioned to power the AI trend.

[Larry Berman @LarryBermanETF]

Been a while since I posted for many reasons; social media more toxic than not these days and really needed to step away for a bit. My 2 cents: The ceasefire will likely last as long as Trump needs it to. Markets can squeeze to test new highs. Beyond AI capex, economy is weak.

[Larry Berman @LarryBermanETF]

@Rocky84305245 No. Canadian yields are already 100bps lower. Much less room to rally. But they are correlated.

[Larry Berman @LarryBermanETF]

@ShoestoreJoes The world is relative. Money needs to go somewhere. Just about every government is in BAD fiscal shape. It will get worse everywhere. Governments will always make the easy choice....monetize it. So gold keeps going it would appear in the long run. Real asset inflation.

[Larry Berman @LarryBermanETF]

The world is broken from a monetary policy standpoint. What the textbooks missed is that pulling forward demand is not increasing demand. Giving people more money by printing it would be a collosal failure of gov't. There is a natural rate of growth https://t.co/L5uVSVa8KU

[Larry Berman @LarryBermanETF]

@Island_Als Would be surprised if they did not cut 25 bps. GDP and jobs very weak.

[Larry Berman @LarryBermanETF]

@Pjhvan Have to love it long term. Many markets are a bit expensive. Its an overweight for me

[Larry Berman @LarryBermanETF]

Any idea what to do with equities at ATH and $NVDA growth momentum slowing? It's not #BTFD! I have a few ideas, if you are in #Toronto on Sept 12th I'll be doing an opening keynote at the @MoneyShow

[Larry Berman @LarryBermanETF]

A viewer asked about a growth ETF for a TFSA. No best way to play it. An equal weight exposure due to the overvalued mag 7. $RTY is an equal weight large cap tech exposure. Evolve ETFs in Canada had a $QQQT that is only the technology part of $QQQ with a currency hedge.

[Larry Berman @LarryBermanETF]

FWIW....LMFAO

[Larry Berman @LarryBermanETF]

This is a must read too. Will try to unpack this on @BNNBloomberg #BermansCall

[Andy Constan @dampedspring]

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

[Larry Berman @LarryBermanETF]

Great thread. Trump 2.0 really trying to fix major issues. Still don't like his style, but radical change is needed.

[Jim Bianco @biancoresearch]

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.

[Larry Berman @LarryBermanETF]

Bremmer often has good insight for the geopolitical followers: “Trump Is Going to Get a Lot of Wins:” Ian Bremmer Forecasts 2025 Geopol... https://t.co/MTc50Rk1ao via @YouTube

[Larry Berman @LarryBermanETF]

I'm a Mark Carney fan - Canada Not Interested in Trump’s Offer & Liberal Leadershi... https://t.co/K6Rb2B7Xf3 via @YouTube

[Larry Berman @LarryBermanETF]

Chance of being the leader of the party ~95%. Chance of being Prime Minister 5%. Why would he do it now? What say you? https://t.co/mTfguvESEE

[Larry Berman @LarryBermanETF]

@hitpraj @BNNBloomberg If you are concerned that the Canadian dollar will strengthen in the next few years, then ZUE should perform better. The cost of hedging FX is running about 1.5% per year. So that is a drag on ZUE.

[Larry Berman @LarryBermanETF]

Congratulations on 25 years BNN while I'm still learning how markets work 38 years later. I was a guest on Market Call on day 3. It's the 18th year of @BNNBloomberg #BermansCall I ❤️ learning and educating Canadians in making a better investment decision. https://t.co/9S1JQGKqXv

[Larry Berman @LarryBermanETF]

@Pjhvan Of most of the EMs India is best suited to perform longer term. But Trump tarrif concerns are weighing on all EM and currencies. I've not changed my long term bullish view

[Larry Berman @LarryBermanETF]

@CLiangHK @BNNBloomberg Thanks for making my day!

[Larry Berman @LarryBermanETF]

It’s not just obesity. Drugs like Ozempic will change the world. It changed my life. It will be interesting to see what happens to price when generics hit.
https://t.co/7za6YkXxe9
from The Economist

[Larry Berman @LarryBermanETF]

We are seeing the most extreme readings in years at the same time we are entering the work month of the year and a very uncertain political season. What could go wrong? https://t.co/LK7dEqkk9v