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The Canadian Insider blog discusses news and insight found among executive and significant shareholder filings in Canada.

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Insights: The age of exponential returns

Are investment returns set to go to the moon? Some are, according to Raoul Pal. He unveiled his age of exponential returns thesis on Friday which is filled with optimism about the future. Air Canada (AC) is one stock that we do not envision going to the moon, however.

Meanwhile, earlier in the week, we published our Top 40 for April, where we have found some opportunities that are grounded in the organic world.

Insights: The case for higher US stock and Canadian home prices

Raoul Pal has started to look at asset prices a bit differently. In this week's Insights, we decided to take his framework and apply it to Canadian home prices. Are we headed to the moon?

Will Tiff Macklem take Canadian home prices to the moon?

Insights: Have inflation stocks run out of gas?

With crude oil and mining shares struggling, is the inflation rally over? We tackle that question in this week's Insights.

Is the energy stock rally done? (Image by Daniele Buso)

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Insights: Autocracy versus Democracy

The emerging geopolitical competition between China and the United States will likely drive opportunity and its timing in the mining industry over the next decade. This week, we also try to find an answer to where uranium fits in to all of this.

Situation critical

 

Insights: The energy fun has just begun

Just like the rodeo, today's market environment is full of thrills. In the Energy sector, we are seeing small companies eating the lunch of bigger names when it comes to returns. The sector is also confronting climate change, and that is opening up opportunity for investors.

The latest Insights: Energy fun and financial disruption (image by Jaimie Harmsen on Unsplash)

Insights: Did Bullard just bury a bullion rally?

Is it time to bury the bullion bull market? We assess that issue as well as what areas might offer opportunity in a pro-inflationary environment. 

Is the Fed burying bullion? (Photo by Daniel Lincoln)

Insights: Will innovation save us from Ottawa?

Ottawa's big bets on big business are stifling innovation in the financial system. Fortunately, there are small and mid-sized Canadian companies pushing ahead to deliver competition and change.

(photo: Lian Hao)

Investors should have the opportunity to profit along the way. This week in Insights we highlight a breakthrough that is poised to shake up the status quo.

Insights: Compact disk risk

Is everything a bubble? We have the verdict from Real Vision. Perhaps a more immediate concern is whether the traditional financial institution is at risk of going the way of the music CD.

Will traditional banking end up like the CD?

Insights: A boom born in lockdown

Are you ready for the snow? Russell Napier sees an avalanche of inflation coming. While he hands out the gloves and mittens, inflation-sensitive Canadian stocks are already soaring. Meanwhile, cryptocurrency interest rates are rising.

A boom born in lockdown: cryptocurrency interest rates are soaring along with Canadian stocks.

Insights: Do you believe in value?

Maybe it is just better not to bring up the subject of value in these markets.

Are P/S ratios best left unsaid?

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