Join Aman in another candid ride for the second episode of "Investing In Motion", as he navigates morning errands and market chaos, offering unfiltered takes on the latest headlines—from escalating tariff threats against the EU and Apple to the unpredictable antics of the so-called "Mad King." Amid political distractions, market volatility, and glo…

Experience the unique format of "Investing in Motion," where Investment Coach and Sage Investors founder Aman Raina takes you along for the ride-literally. In each episode, Aman records his candid thoughts while driving between destinations, offering listeners a real-time, unfiltered look into his investment mindset. In this premiere, Aman reacts t…

Discover how Canadian Depository Receipts (CDRs) can help Canadian investors gain exposure to U.S. equities without the hassle of currency conversion. Learn how CDRs function similarly to ETFs, allowing fractional ownership of major U.S. stocks like Apple and JPMorgan, all traded in Canadian dollars on local exchanges. Explore the benefits of CDRs,…

My annual year-end review serves for me as both a personal accountability exercise and a teaching moment. It's an opportunity to examine how maintaining a consistent investing ideology and investing playbook while remaining flexible in its application can guide us through even the most unusual market environments. In this special episode, I explore…

Aman Raina of Sage Investors unpacks the seismic shift in the U.S. political landscape as Mad King 2.0 takes the throne. With the clarity of the election outcome, Aman explores its profound implications for investors and the future of capitalism. He delves into the emerging era of "cringe investing," where decision-making is driven as much by polit…

The US presidential election is here, and with nearly 50 million early ballots cast, investors face a critical moment. In this episode, we dive into the tense market dynamics leading up to the election, with Wall Street's unusual calm amidst record-highs, surging crypto, and gold prices. As the "Mad King" and the "Prosecutor" scenarios unfold, we e…

In this episode, we revisit a key investing theme highlighted earlier this year: the impact of the US election on the financial markets. The discussion centers around "negative game changer moments"—events that significantly disrupt industries or economies. We delve into potential scenarios involving the leading political candidates, referred to as…

Aman Raina from Sage Investors delves into his evolution of his investment coaching practice and his mission to make people more street smart investors. Reflecting on over a decade of experience, Aman discusses the challenges posed by the rise of social media, the allure of get-rich-quick schemes, and the misleading concept of passive income. He hi…

"In The Loop - Take 30" dissects how social media makes investing deceiving simple by highlighting 2 posts, Investment Coach, Aman Raina recently came across. It challenges the 'easy money' narrative with hard truths: a 50% loss requires a 100% gain to break even—no small feat. Highlighting the Nikkei's decades-long stagnation, the epsiode undersco…

Explore the market beyond the giants with our latest episode of "Stock Talk - In The Loop: Size Does Not Always Matter." We unravel the misconception that bigger always means better in the stock market. Dive into a discussion on why mega-corporations like Apple, Amazon, and Alphabet shouldn't overshadow the entire market, despite dominating headlin…

In this episode we dive into the burgeoning world of AI. With a critical eye, we takes a shot at dissecting the hype, coming from Wall Street and the Corporate World versus reality of automating tasks in industries once considered untouchable, like law and science. We question the readiness of AI for mainstream use, sharing firsthand experiences wi…

Investment Coach Aman Raina attempts to unravel the adage that time in the market trumps timing the market. This episode dissects historical data, showing how a long-term investment horizon can significantly increase your chances of portfolio growth. He discusses the dichotomy of investment strategies during various economic and political climates,…

In the this episode, we dive into the evolving landscape of investment sentiment as the spectre of FOMO (Fear of Missing Out) returns to the market. Despite pervasive concerns of an imminent recession and the anticipation of falling interest rates, the Smart Money and Soothsayers have been proven wrong (again) as the economy remains resilient, and …

We dive into the perplexing world of financial forecasts. Despite being highly intelligent and well-compensated, market strategists and analysts in the investment industry have repeatedly made inaccurate predictions, most recently concerning the timing of interest rate cuts. The episode explores the reasons behind our tendency to heed their advice …

In this episode, the focus is on a crucial investment theme for the upcoming year: the influence of the U.S. political climate, particularly the risk of autocratic governance, on global markets. Aman examines the potential shift away from democratic principles in the U.S. and its impact on economic stability and investor confidence. Highlighting co…

In this episode of the Aman shares how he is approaching his decision making going into the new year. He emphasizes the futility of trying to predict market movements and instead focus on the importance of long-term and educated decision-making in investments. With a clear, engaging narrative, the Aman shares his personal investment themes and how …

In this episode, we dissect the financial indicators that are currently painting a vivid picture of the economic landscape. The conversation begins with a deep dive into the steepening yield curve and its historical significance as a precursor to recessions. Though the inverted yield curve has long been a reliable indicator of economic downturns, i…

In this episode, we delve into the recent strategic moves I've made in my portfolio, which may have caught some by surprise but are rooted in my reading of evolving market dynamics. Here’s a breakdown of the latest decisions: exited positions in Costco with a 17% gain, Empire at break-even, Walmart with a 17.5% gain, Target at a -2% loss, and iShar…

The markets have been behaving very roller coaster like. Last week brought much hand wringing by investors as they comes to grips with the concept of interest rates and cost of capital staying higher for a longer period of time. Then the next week, everything is chill. The last few weeks have presented some important learning moments and takeaways …

Today we delve into the ongoing market recalibration as investors and institutions adjust to a high-interest rate, slow growth, and sticky inflation scenario. Wall Street and Bay Street, initially resistant to acknowledging the shifting dynamics, are now coming to terms with a reality that contradicts earlier forecasts. A group, notably with a less…

Some initial takes on what's driving the markets right now....AI!!!Initial thoughts on my first uses. Limitations on the technology Impacts on ability to make investment decisions. Short-Term/Long-Term impactsBy Aman Raina-Sage Investors

Unpacking the Debt Ceiling Angst.What is it all about?What are the impacts on stocks, economy, inflation, currency, interest rates?Do they really want to go there?By Aman Raina-Sage Investors

Zombie companies are running rampant. If rates stay higher for longer, it could bring another round of pain potentially having greater impacts. At the same time it reinforces my investing ideology and how my latest investment decision provides a real-time example and tale.By Aman Raina-Sage Investors

Investor sentiment is lousy. Economic data not looking great yet stock prices are holding their own and even going up. What gives? Many investors are scratching their head trying to rationalize this. We offer some takes.By Aman Raina-Sage Investors

We're entering another period where investing is getting weird again, but this time the weirdness may actually bring about some positive investing opportunities we haven't experienced in generations. Aman shares some takes on how as investors, we have more options for yield at lower risk profiles and at some point options for growth at lower price …

Food price shock continues unabated, especially in the restaurant space. This is setting up a bifurcation in how we eat out. Some takes on some emerging narratives.By Aman Raina - Sage Investors

As the bank deposit angst appears to be subsiding (for now), there are some underlying themes regarding US banks that are emerging. Not all US banks are created equal. Unfortunately some are getting thrown out with the bathwater and creating some interesting opportunities.By Aman Raina - Sage Investors

The recent bank run in Silicon Valley Bank and other small banks just didn't happen suddenly. It's been brewing and simmering over many months thanks to the pop in interest rates as it has created a lightbulb moment for many investors. A quick breakdown.By Aman Raina - Sage investors

The banking deposit episodes with Silicon Valley Bank et al reveal an uncomfortable truth. Investing is hard and every investment decision we make has to factor in risk. Also there are events that are out there that will come out of nowhere. The so called Black Swans events.After the SVB and Credit Suisse debacles, I've been asking myself, "What El…

Deconstructing the Silicon Valley Bank demise.What happened?What are the impacts? As investors how do we move forward?By Aman Raina - Sage Investors

How realistic is the Central Bank inflation target of 2% and what's the impact to going hard core on higher interest rates to get there?Some takes.By Aman Raina - Sage Investors

Money shaming time!!!In The Loop - Take 7Aman Raina - Sage Investors Money shaming time!!!!By Aman Raina - Sage Investors

Breaking News!Latest inflation data is out...a quick breakdown.By Aman Raina - Sage Investors

Food inflation is everywhere. In the grocery stores and definitely in the restaurants, where the sticker shock is quite striking. The good and bad of it.By Aman Raina - Sage Investors

A look back at a horrible year in investing in 2022 and are we heading for an instant replay in 2023?By Aman Raina - Sage Investors

THE goto indicator for where economy is going and another indicator that isn't getting much chatter these days.By Sage Investors

Some quick takes on China reopening and the ongoing tension between stock markets and central banks.By Sage Investors

FedEx has been known to be a bellweather stock for the economy. If the economy is indeed slowing down then FedEx will be the first to show it. The stock has been taking a hit, so I thought this may be good time to take a look at it. In this episode I walk through my thought process that led me to buy shares in FedEx.…

By Aman Raina - Sage Investors

With summer in the rear-view mirror, the markets hustle and bustle resumed in September, not that this past summer was sedate as I was making a fair number of investment decisions. The roller coaster continued. More trade trash talking. Flip-flops on a daily basis, Threats to delist companies from stock exchanges. More and more in the Mad King worl…

We’re half-way through the year and so I thought it would be a good time to check back into my ROBO portfolio to see how it’s doing and if there is anything interesting going on. I was all good to go on writing a very pedestrian update as the portfolio had not undergone any significant changes in over a year. Then I got a couple of emails.…

Under Armour shares had been taking a beating recently, so I decided to take a look and see if there may be a good entry point.By Aman Raina - Sage Investors

What got me interested in Square was that it recently got beaten down on a “bad” earnings report, but when I took a bit of dive into it, I saw some interesting items. They recently sold it’s online food delivery platform Caviar. It was a money loser and burning a lot of cash and to get $400 million back and getting rid of the cash burn meant to me …

I really wasn’t looking at buying in to Amazon. I have been a bit of a critic of the company in the past, but a recent pull back in the stock combined with rumblings of regulatory oversight compelled me to take a look at the stock and weigh the possibility to buy in. Here is my mind map analysis that led me to my decision to buy shares.…

Google or Alphabet has been on my wish list for a long time, so when the stock started languishing in the low $1100’s, I thought I should take a look. There has been a lot of chatter of more regulatory oversight of the big tech companies including Alphabet. That being said the company is a juggernaut and is one of the most profitable companies on t…

One of ongoing challenges with my portfolio is I hold too much cash. A big reason is my ongoing pessimism on the valuation of stocks, so my risk tolerance has skewed to holding more cash. Given where I am in my life that’s not good. With the introduction of Asset Allocation based ETF’s, it’s now easier and cheaper to get a diversified equity exposu…

The cornerstone of my investment coaching practice is to teach and engage with people on how to educated and ultimately successful investment decisions involving stocks and Exchange Traded Funds (ETF’s). It’s one thing to teach this stuff. It’s another thing to model the behavior and it’s a totally different thing to actually demonstrate tangible r…

August arrived with a bang. The market barely had a chance to digest the recent lowering of interest rates by the Federal Reserve, and the subsequent strange messaging that this would be a one time deal. The market did not like that. To make this even more crazy, the Mad King decided to drop the bomb of threatening to put tarrifs on all China impor…

After several uneventful months where I stood on the sidelines, I decided to make a fair number of decisions in July, even with all the trade-trash-talking going on. The big trigger for me I think was that it was becoming very clear that interest rates are going to track downward and that may put a floor on stock prices in the short to medium term.…

In this first of a 3 part series, I share the thought processes that went into my investment decisions I made over the summer. In this episode I walk through the decisions I made in June. Investment Decisions Taken:Opened position in iShares Long Term Bonds (Ticker: XLB)Sold position in Electronic Arts (Ticker: EA) for 11.6 percent gain (net Forex)…