Jean-François Tardif Predictions

President, Timelo Investment Management

Track Jean-François Tardif's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

7 forecasts 7 pending
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7 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Jean-François Tardif Nafta NAFTA will not be eliminated during the Trump administration (roughly the next 2.5 years)
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[0:13] I wouldn't think that the uh NAFTA going away is very likely.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-09-10 2029-01-20 pending
Jean-François Tardif AI Stocks AI capital expenditure is near its peak and will begin declining, likely in 2027 or 2028
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[9:22] I'm pretty sure this yin-yang will play out for a while So like to me like there are two camps right the bull the bull say well we're spending more they're spending more in fact Nvidia said 70% growth next year okay uh well that will make about close to $1.7 trillion of spending overall if the whole sector grows another 70% so I think we're very much coming to the top the peak of spending

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-09-10 2028-12-31 pending
Jean-François Tardif Semiconductors Semiconductor stocks will decline significantly when AI spending rolls over, likely within the next few years
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[27:02] if we go like two years from let's say in uh the coming years 1.7 trillion of spending like the Nvidia said 70% growth let's say the year after it's going down 20%. So these stocks are going to go down and that because they're so important also in the S&P 500 they might take the whole stock market down with that.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-09-10 2028-12-31 pending
Jean-François Tardif Copper Stocks Copper stocks will decline when AI-related capex peaks and rolls over, likely in 2027 or 2028
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[10:34] I think so. Uh we own a little bit of copper stocks, but we're also short some copper stocks. And uh if you look at the multiple copper stocks, they're much higher than gold stocks uh on a price to nav or on a price to uh cash flow or PE. I the gold stocks generally speaking right now are extremely cheap versus copper stock. So yeah, I agree with you. I mean copper stocks are likely to go down once we go down the other side of the mountain and capex starts to go down. And it could be in 27, maybe it's in 28.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-09-10 2028-12-31 pending
Jean-François Tardif Gold Miners Gold stocks are significantly undervalued relative to copper stocks and will outperform copper stocks
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[10:41] If you look at the multiple copper stocks, they're much higher than gold stocks uh on a price to nav or on a price to uh cash flow or PE. I the gold stocks generally speaking right now are extremely cheap versus copper stock.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-09-10 2027-09-10 pending
Jean-François Tardif Canadian Banks Canadian bank stocks will be at the same price or lower in 6 to 12 months from now
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[22:59] If you get really nervous 6 month, a year from now, uh not owning the banks, they'll probably be at the same price or lower. So, buy them back later.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-09-10 2027-09-10 pending
Jean-François Tardif Village Farms International Village Farms International will earn between $0.25 and $0.30 USD per share in the next fiscal year
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[36:51] right now they have net cash just they're actually making money. It's between 25 and 30 cents next year of earnings. This is US. US stocks is around $3. They just made a big expansion in production in BC. They're the lowest cost producer in Canada.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-09-10 2027-09-10 pending