The path of Canadian stocks through the COVID-19 fog is likely to be guided by inflation expectations. We explain why in our INK Canadian Insider Index quarterly rebalancing video presentation released Tuesday. The video is free. After rebounding from March lows, inflation expectations are now consolidating. Should they move significantly up or down from here, their direction will likely signal if we are entering a G-economy scenario characterized by government led inflation or bound to remain stuck in a D-economy weighed down by deflation.
The outcome of the G versus D economy competition has important implications for the asset mix decision and the likely performance of our insider index.
G vs D, inflation is the key
Early Wednesday, for Canadian Insider Club members we released the INK Top 30 Energy report for May. Grabbing top spot was George Fink's Pine Cliff Energy (PNE). We highlighted the stock in today's morning report. Canadian Insider Club Ultra members can watch the video summary here>>
If you are not an Ultra member, join us today and get access to INK and Real Vision videos via the INK Ultra Money platform, plus much more including alerts and core INK reports.
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