|TOP PICK||$22.790||BULLISH on PRECIOUS METALS||MARKET NEUTRAL INVESTING: SMALL/MID-CAP||Yes|
Shorting Canadian housing with Home Capital Group (HCG-T) and MCAN Mortgage (MKP-T). Is a little bit early but he has seen the housing bubble build and believes it has now peaked and is now on the downside. If right and Canadian housing prices fall 20%-30% over the next 2 years, then these companies are not going to just be at risk of earnings but also at risk of solvency.
Chief Investment Officer, Curvature Hedge Strategies