John Zechner’s Top Picks for September 9, 2025 - BNN Bloomberg
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Article Excerpt
John Zechner, Chairman & Founder, J Zechner Associates
Focus: North American Large Caps
Top picks: Torex Gold, Shopify, MDA Space
MARKET OUTLOOK:
Stocks have had tremendous run off the April lows, but we still expect weakening economic conditions for the balance of the year, which should give a lift to bonds as interest rates fall and put some of the stock market gains achieved so far this year at risk. For those reasons we continue to be slightly underweight stocks and overweight bonds.
Recent soft employment numbers in the U.S., weak growth in Canada and a dismal report from last week’s…
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