Ted Dixon's blog

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Sound Bites: Money laundering industry a big winner in Trudeau's war with small business

From a Vancouver perspective, the Justin Trudeau and Bill Morneau war with small business over proposed tax increases makes no sense. If this duo are really interested in tax fairness, why are they not devoting the same energy and government resources to cleaning up the money laundering industry and its related big dollar tax evasions?

Sound Bites: Central bank rate hike parade puts FANGs and pot stocks at risk

In my latest interview with Jim Goddard on Howestreet.com, we talked about how insiders were on top of Canada's growth rebound six months before the Bank of Canada. Looking ahead, there are big implications for a wide range of assets if the Bank of Canada joins the global central bank tightening parade:

Opinion: A BC Liberal government on May 9th is in the national and provincial interest

In my latest interview with Jim Goddard of Talk Digital Network, I highlight the high stakes at play in Tuesday's BC election. From resources to housing, the prosperity of the province, and to a lesser extent Canada, will be shaped by the outcome of the May 9th vote.

Canadian prosperity on the line as Poloz plays with housing fire

In our most recent market update to clients and my regular interview with Kirk Lapointe on Monday, I explained that the Bank of Canada needs to start talking about normalizing interest rates, because the economy is now growing and the rationale for having ultra low rates is evaporating. Indeed, we saw insiders anticipate the recovery in Western Canada during last fall's rebalancing of the INK Canadian Insider Index when the index make-up tilted towards Energy and Canadian retail names.

Sound bites: Three missiles too far?

While investors are once again fixating on the upcoming March 15th Fed meeting, they should also be paying attention to a high level meeting likely taking place in Tokyo on the same day. Next Wednesday, US Secretary of State Rex Tillerson is expected to start his northern Asian tour in Japan. Following his stop in Japan, over the following days he is expected to head to South Korea and China, in that order. A key topic will be North Korea which fired at least four missiles towards Japan earlier this week.

Sound bites: Insiders run to resources as geo-tensions rise

On Tuesday, the world will get the first serious insight into the Trump administration's priorities when the president addresses a joint session of congress. We got a hint of what may be in that speech when the New York Times wrote Sunday that the president will be asking for a major jump in defence spending. That news comes on the heels of further reports on the weekend from Reuters that China is investing heavily in naval capabilities to beef up its territorial claims in the South China and East China seas.

BNN Notes: Key Market Trends & The Insiders

Before appearing on BNN's Business Day AM with Amber Kanwar and Jon Erlichman today, we wrote up a note for the show covering some key trends in the market and how insiders are positioning themselves. The background note was fairly extensive and we couldn't possibly cover it all in 7 minutes on television. But, I thought it would be worth sending the material to our readers because it covers a lot of ground, focusing on both institutional and speculative situations in the market.

The replay of the interview is now on the BNN website. If you missed the interview, you can watch it here: http://www.bnn.ca/video/insider-trading-trends-in-canadian-heavyweights~...

Is Yellen trying to show Trump who's boss?

In our December Gold Top 20 we said that the real yields were likely to be a key driver for the gold price for the foreseeable future. While we saw some signs that real 5-year yields had peaked and were heading back towards zero, they have rallied back with a vengeance following the hawkish posture of the Federal Reserve on Wednesday. On balance, Fed officials now see three rate hikes in 2017.

Sound bites: As the old economy rallies, high flying pot & FANG stocks at risk

In my latest Talk Digital Network interview with Jim Goddard, I highlight how Canadian insiders have tilted towards old economy stocks. This move is likely in anticipation of better economy growth across the Canadian economy, notably Western Canada. With growth potentially on the upswing, old economy value stocks are likely to be regain favour with investors who will no longer have to pay premium valuations for growth. A shift towards value investing could put the relative performance of previous high flyers such as U.S. FANG (Facebook, Amazon, Netflix and Google) and Canadian marijuana stocks at risk. Indeed, we have already seen some interesting moves this month with auto stocks soaring as some marijuana stocks stumble.

Insiders see risk of Trump inflationary illusion

Updated with Roundhouse Radio interview link at end of article.

Investors appear to be betting that the Trump years will essentially jolt the US economy out of its sub-par growth trend doldrums of the Obama-Bernanke-Yellen years. What remains unresolved is whether or not Trump policies will result in real growth or simply an inflationary mirage. Canadian gold stock insiders are betting on the latter.

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