Alain Guillot

Life, Leadership, and Money Matters

Category: Stock Market

  • How Trump’s Policies Inspired My Shift from Canadian Stocks to U.S. Small-Cap Investments

    How Trump’s Policies Inspired My Shift from Canadian Stocks to U.S. Small-Cap Investments

    Shortly after Donald Trump was elected, I sold some of my Canadian index (XIU) holdings in Canadian dollars and bought a small-cap stock index in the U.S. called the Russell 2000, in U.S. dollars. The Russell 2000 is a stock market index that represents the 2,000 smallest publicly traded stocks in the U.S. I purchased…

  • Closing the Books on 2024: Key Market Trends and a Look Ahead

    Closing the Books on 2024: Key Market Trends and a Look Ahead

    We’re closing the book on 2024 and taking a look at what 2025 might hold. As of today, December 16, 2024, here are the stock market gains for the past 12 months: My own portfolio is split 50% in the S&P 500 and 50% in the TSX, giving me an average return of about 26%.…

  • Trump’s Deregulation Agenda: Unpacking Economic Impacts and Investment Opportunities

    Trump’s Deregulation Agenda: Unpacking Economic Impacts and Investment Opportunities

    Regarding the economy, the Trump administration made three main promises: Today, we will focus on deregulation. The main idea of deregulation is to stimulate growth of the economy by reducing government oversight, particularly in industries such as banking, cryptocurrencies, artificial intelligence (AI), and the oil and gas sector. Banking Sector The first area of deregulation…

  • Trump’s Election Sparks Record Inflows and Dollar Strength Amid Global Uncertainty

    Trump’s Election Sparks Record Inflows and Dollar Strength Amid Global Uncertainty

    A record amount of money has been flowing into the U.S. since Donald Trump was elected president. The S&P 500 is reaching new highs, along with the Russell 2000, which tracks small-cap companies. Not only did Republicans win the presidency, but they also secured control of Congress. This has led to expectations that it will…

  • Investing in Weight Loss Companies: Winners, Losers, and Market Potential

    Investing in Weight Loss Companies: Winners, Losers, and Market Potential

    The weight loss industry is undergoing a transformation, driven by the development of breakthrough drugs targeting obesity. These medications have not only gained medical and consumer interest but also captured investors’ attention. Key players include Eli Lilly, Novo Nordisk, Pfizer, and smaller biotech firms, all vying for dominance in this lucrative market. Here’s a look…

  • Why Big Tech is Betting on Nuclear Power

    Why Big Tech is Betting on Nuclear Power

    Nuclear power is making a remarkable comeback in the U.S., driven by the insatiable energy needs of AI data centers, electric vehicles, and cryptocurrency mining operations. Nuclear energy is emerging as the best solution for reliability, efficiency and sustainability. The Role of Big Tech Tech giants like Google, Microsoft, Amazon, Tesla, and Meta are creating…