Bruce Campbell, CFA, CAIA

AI is moving beyond chips—into photonics and space-based connectivity as data demand outgrows copper networks. @SC_FUNDS highlights Lumentum $LITE, Corning $GLW, and Coherent $COHR driving this shift. Watch Markets in Motion. #AI #Investing #Photonics #SpaceEconomy #StockMarket

open.spotify.com/episode/7xt1MC… 🎧 #NEW (Now Listen On #Spotify): A Conversation with Bruce Campbell -- StoneCastle Investment Management ⤵️ 💚 @SC_FUNDS #CapitalCompoundersShow 🤝 @spotifypodcasts

@RobinSpeziale @VitalHubCorp @LightwaterPart @CompTortoise @iFabricCorp @Larry_MacDonald @hillside_wealth @Stocks_Stones @hyperchargeco @camrrowe @ecwpress @TMFOHCanada @BurnYrMortgage @PrecipiceCap @brettgardner_10 @PaulAndreola @DonvilleKent @frochon Robin it was a pleasure to join you and love the guests you have had. Been binge watching the entire holidays.

Thanks to you all: @VitalHubCorp @SC_FUNDS @LightwaterPart @CompTortoise @iFabricCorp @Larry_MacDonald @hillside_wealth @Stocks_Stones @hyperchargeco @camrrowe @ecwpress @TMFOHCanada @BurnYrMortgage @PrecipiceCap @brettgardner_10 @PaulAndreola @DonvilleKent @frochon @EnterpriseGrp

HAPPY NEW YEAR!! I wish you all the VERY BEST in 2025 🎉 I was not expecting so many people to tune into my YouTube Channel in 2024 😁 (270K views all time!!) Lots more episodes + surprise guests coming in 2025... stay tuned... 📺: @robinspeziale" target="_blank" rel="nofollow noopener">youtube.com/@robinspeziale

How Canadian is this at 5:40 in the morning?

h/t @SC_FUNDS you know you influenced this one Bruce! thanks!

i hadn't been looking at too many #RRGchart's in a while, but a recent conversation led me back to a few this week... #SectorWatch - you can see technology and energy still aren't pointing in the #bullish direction

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Over the last 30 years, the purchasing power of the US consumer dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 840% (7.8% per year) after adjusting for inflation. Why you need to invest, in one chart...

An effective method to recognize uptrends is if the 50-day average is above the 200-day average. 73% of S&P 500 stocks have a 50-day average above their 200-day average. This is the most substantial percentage since October 2021, indicating a significant uptrend in the market.

Our team has published a management interview with Jean-Francois Boursier from ADF Group. The interview covers a detailed discussion of ADF's operations, growth strategy, capital allocation, and backlog. $DRX.TO $DRX.T Watch the interview here: youtu.be/Y20xsLSqn1A

The discovery process in action for Thermal Energy International. $TMG.V $TMGEF

It took close to three years to go from 4k to 5k, but it is finally here. Now what? Looking at previous milestones (100, 1k, 2k, 3k, 4k) showed these levels did little to slow things down. Higher 6 months later each time and up 8.0% on avg vs avg 6 month return of 4.4%.

Thanks for this data

👀👀

Something odd is happening under the surface of the stock market. The S&P 500 hit record highs last week at the same time an indicator of underlying selling pressure spiked to panic levels.  That's never happened before.

Are you able to help? I'm looking at a new format for a weekly investment program/show. Could I get your feedback so I can build the best show possible. If there is something I have missed, please be sure to reply with your answer. Thanks for your help! 🙏

"The hardest part of achieving a great long-term investment track record is over half the time your returns will look average. You can go years where it feels like you are working hard for mediocre returns. Then all of a sudden it changes and the previous year’s efforts, perhaps helped by a better macro environment create circumstances where you don't have to work as hard for your returns. The world works for you and pulls forward 5-10 years’ worth of returns and riches in a single year."

Please join me today on @BNNBloomberg at 12pm for @marketcall when I will be taking calls and emails on Canadian small and mid-cap stocks. Have a question for me? Call 1-855-326-6266 or email your question to marketcall@bnnbloomberg.ca

Japan usually peaks and bottoms before the $SPX. Right now it is breaking out to new highs. What does that mean?

Very cool stuff here Ted. Thanks!