Tony Dong's Opinion & Analysis
A complete archive of Tony Dong's articles, including current analysis & opinion.
We are heading into what could be one of the biggest IPO cycles in recent memory. There is no shortage of high-profile, innovative companies expected to debut, but unlike past cycles where valuations...
As I am writing this, the U.S. and Israel war with Iran has entered its sixth week. The Strait of Hormuz remains effectively on lockdown. Crude oil is back above $100 per barrel, and it does not look...
A lot of newer defense investors get fixated on the obvious: bombs, bullets, and boots on the ground. That line of thinking usually funnels you straight into the same group of five U.S. prime...
The world is at war. As I am writing this, the U.S. and Israel-backed campaign in Iran has entered its fifth week. The Strait of Hormuz remains effectively locked down. There have been over a dozen...
At this point, I think the Canadian ETF market has more or less exhausted every possible permutation of covered call strategies. Gone are the days when it was just about selling at-the-money monthly...
The Federal Reserve has decided to hold its policy interest rate steady in the 3.50% to 3.75% range. While there has been growing concern around cracks in the labor market, the ongoing U.S.-Israel...
I think there is a case for revisiting the Boglehead philosophy, even though in the past I have sometimes been at odds with it and pretty vocal in criticizing certain aspects.Following the markets all...
Today, I am going to pick on the iShares S&P/TSX Capped Energy Index ETF (XEG). I will be honest with you - I do not like this fund at all.Yes, it is one of the biggest Canadian energy ETFs...
Donald Trump campaigned on a promise to make gas prices affordable again. But after killing Ayatollah Ali Khamenei alongside Israel, well, that is another campaign promise broken for MAGA.
As I...
Man, the U.S. market is pretty concentrated these days. I’m looking at the sector composition of the S&P 500 versus the Nasdaq 100, and technology companies are absolutely dominating. In the...