New Tuesday on INK Ultra Money: How Plaza Retail is beating Amazon and the case for buying the S&P dips

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Here is what's new today on INK Ultra Money.

1. High yielding Plaza Retail is beating Amazon out in the open  - INK Research (subscriber content plus free audio)

In the September 24th Morning Report, INK Research focuses on Plaza Retail REIT (PLZ) which has outperformed retail juggernaut Amazon (AMZN) over the past year. The secret to the their success might be found outdoors.

Plaza CEO Michael Zakuta is showing conviction

There is a free audio download available below. Canadian Insider Club members can subscribe to Ultra Money via this website for the special rate of $99.99 per year (plus tax) for access to both subscriber and free content. INK Research is subscriber supported and we do not accept payments for stock coverage.

2. The case for buying the S&P 500 dips - Real Vision (subscriber content)

Don't let a profits recession scare you. Ken Grant, founder of General Risk Advisors, says that asset prices have been buoyed by extreme monetary policy since the global financial crisis, and will continue to float higher. He argues that even if the “real” economy slows substantially, the “capital” economy will continue its historic expansion for the next few quarters. Grant also provides investors with a game plan — namely, be wary of the credit markets, and buy the dips. Filmed on September 12, 2019 in New York.

Ken Grant is staying bullish during in the election year

3. Something for the reflation trade to build on: lumber is outperforming gold  - Real Vision (free)

Michael Gayed, CFA, portfolio manager at Pension Partners and author of the Lead-Lag Report, updates his thesis on reflation, and reviews where he thinks the yield curve is headed next. In this interview with Jake Merl, Gayed breaks down the Fed’s decision to cut interest rates, highlights why more quantitative easing may prove bearish for bonds, and notes which sectors should outperform in the months to come. Filmed on September 23, 2019.

Watch >>

4. The New Rulebook for Global Conflict - Real Vision (free)

Marko Papic, partner and chief strategist at Clocktower Group, tells Mike Green that China could pose a real threat to the U.S. global hegemony. Papic argues that China’s leadership recognizes modern warfare is about technological superiority, rather than sheer manpower, and that this could seriously level the playing field in the event of a global conflict. This clip is excerpted from a video published on Real Vision on September 4, 2019 entitled “The Escalating Battle Between the U.S. and China.”

Watch>>

5. Entitlement Versus Gratitude - Real Vision (subscriber)

Dr. Gio Valiante, head performance coach at Point72 Asset Management, recognizes that success can lead to a dangerous dynamic whereby entitlement outshines gratitude. In this piece, Valiante provides an anecdote demonstrating how far the pendulum can swing in the wrong direction, and explains the importance of managing this dynamic.

Watch>>

 

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