Mike Vinokur’s Top Picks for Aug. 4, 2026 - BNN Bloomberg
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Heuristic (v1/v3)
-0.20 · CENTER
ML v2 (DistilBERT)
0.000 · CENTER
Ensemble
0.000 · CENTER
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Rolling outlet bias
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Article Excerpt
Mike Vinokur, Portfolio Manager & Senior Wealth Advisor, Propellus Wealth Partners, iA Private Wealth
Focus: North American Large Caps
Top picks: Uber, Rithm Capital, Talen Energy
MARKET OUTLOOK:
Equity markets have staged a meaningful recovery since the volatility experienced in March. Corporate earnings have remained resilient despite a challenging geopolitical backdrop, both domestically and internationally. Two active theatres of conflict — in Ukraine and the Middle East — continue to weigh on sentiment, while on the home front, ongoing tariff disputes and the absence of a Canada-Unite…
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Aug 4, 2026
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