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< BACK TO ALL REPORTS

A few market reminders...

Jay Kaeppel
2025-03-20
Today is a good day to review previously highlighted opportunities—links provided herein.

Key Points

And now for something completely different...

While I am looking at many possibilities in the markets, there is nothing new to report at the moment

So, instead, today, I will offer a few reminders from the recent past:

  • Keep an eye on the Canadian Dollar as a contrarian play
  • Consumer Discretionary is the ultimate contrarian play (also the riskiest and only for speculative short-term traders)
  • Longer-term commodities may offer more upside than stocks (see also here for ETFs)
  • Coffee and Sugar are both at a key inflection point (with a bias to the downside)
  • Regional banks remain vulnerable

Have a great day!

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