Q: What are the implications of DeepSeek - if proven, aside from loss of prestige? Loss of business/ product, fewer facilities, support capacity reduction, and so on? You likely already have questions on this topic. Appreciate your view.
Q: When you have time ......... copper stocks have been soft of late and I assume this is in response to the EV sector which has been under pressure - yet my understanding is that the grid sorely needs upgrading, which I assume requires new copper lines, while some of the other participants in the electrical sector have done well which suggests a buoyant sector. So I am confused as future demand in particular appears to exceed available supply - and Dr Copper has underperformed the market. What is the outlook for copper?
Q: YGOG, YAMZ Wondering if you have any opinion on these new ETFs. They're very small, but Purpose isn't a sketchy outfit. They look interesting if only because, in principle, a dedicated manager selling puts or covered calls on a stock like Google or Amazon should be able to generate decent returns. The volatility is high enough for meaningful premium but the underlying companies are also good, profitable businesses not at risk of going to zero.
Q: Hi Peter & 5i team,
Many investors consider cryptocurrency highly speculative or even risky. Recently portfolio managers are adding crypto to their holdings. What would be a good way for the retail investor to add a small percentage ( if any) to their portfolio?
Thank you for your opinions.
Q: I was looking into crypto and was considering 65% ETHX.B and 35% BTCQ over buying ETC which is 70/30 Bitcoin/ Eth.
Wondering your thoughts as this would be a five year hold and a 5% position. I would also look at an Alt Coin ETF are you aware of any in Canada or USA?