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INK Edge Ultra Money: Air pocket or something worse?

Yesterday, Real Vision's Ed Harrison provided a timely overview of the risks that options pose to Technology shares due to the role that institutions have been playing in managing exposure to the high-flying group. He explained that if the market starts to roll over, institutions would mechanically pick up their selling. If you have not listened to Ed's overview of option dynamics, it provides great insight into some of the factors at play in today's sell-off.

INK Ultra Money: Getting off the bond and tech band wagon

In June, Jay Pelosky, chief investment officer and co-founder of TPW Investment Management, appeared on INK Ultra Money in a Real Vision Daily Briefing and predicted a market rally through the summer. Today, he is back. While he is still bullish, the New York based advisor sees some big shifts happening, including the underperformance of US assets as the bond bull market comes to an end and tech loses its lustre.

INK Canadian Insider Index pauses as commodities climb

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the Index had a quiet week, as it remained in its tight trading range and added 4.61 points to close at 1071.51.

INK Ultra Money: Are long rates headed higher?

In a pre-Jackson Hole interview, bond strategist George Goncalves paints a picture for bond bears that depicts how long-bond Treasury yields could head higher in the weeks ahead. While 2021 may well be a different story, the amount of Treasury supply about to hit the market may reveal a Fed that is willing to let the long end of the bond market steepen.That is a theme we have been discussing in our reports, including the August 19th INK US Market Report (Will the bond vigilantes save the banks?).
 

 

Insights: Rebuilding a COVID-19 scarred world

In this week's free Insights newsletter, inflation-oriented stocks take a break after a strong run. Meanwhile, insiders shed some gold mining exposure in favour of builders. Finally, how our insider of the week might help get the TC Energy's Energy East Pipeline going again, and he is not even from the oil patch. Read the latest issue here.

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INK Ultra Money: Can kids help parents fend off the coronavirus; plus, rate risk for tech?

Getting long-term rates right is going to be critical for the rest of the year. Higher rates either due to increased Treasury supply or expectations of better economic growth should hurt long-duration assets such as Technology and Utilities sector stocks. I expect that gold could do well or poorly depending on whether rates are being driven by supply or economic growth. On Monday on Real Vision, Larry McDonald, New York Times bestselling author and founder of the Bear Traps Report, makes the case for higher yields, primarily on the back of increased supply.

 

Tech stocks are vulnerable to higher yields
 

Raoul Pal, who is skeptical about higher bond yields, conducts the interview with Larry, and that makes for fantastic dialogue delivering valuable insight into what could unfold in the months ahead.

Today, Mike Green interviews Christina Ramirez, professor of biostatistics at the UCLA Fielding School of Public Health, to discuss COVID-19 data. What comes clear in this interview is that the disease is likely getting less fatal as time goes by either by better medical practices or viral attenuation. Ramirez also provides a hypothesis that young children may help their parents fight off coronavirus infection. Click here to watch the premium interview.

INK Canadian Insider Index closes down 2.68 points to 1066.90

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the Index could not break past 1090 and slipped modestly. It fell 2.68 points to 1066.90.

INK Ultra Money: Bill Fleckenstein, Rick Rule and King Henry

We close off precious metals week with a master class on gold stock investing with Bill Fleckenstein and Rick Rule. Fleckenstein argues that there is a problem with using traditional NAV-based analysis and provides viewers with strategies to find hidden value when analyzing miners and to avoid the pitfalls that many investors fall victim to when investing in the space. Meanwhile, Rule provides his explanation as to why Warren Buffet has recently allocated a portion of Berkshire Hathaway’s (BRK) portfolio in Barrick Gold (ABX). Click here to watch the premium video.

Insights: Insider stocks are beating the market big as inflation expectations rise

In the latest Insights, we show how changing inflation expectations can have a big impact on investment returns. Our broadcast of the week features Tony Greer, editor of The Morning Navigator Newsletter, who nailed the continued stock market rally early on. He is now betting on more inflation. Meanwhile, our insider of the week could really shake up the market over the next few weeks. Click here to read August 19th edition.

INK Ultra Money: A market in inflation and gold miners

Tony Greer made a special appearance in the Real Vision Daily Briefing Tuesday, and as usual he delivers great tactical insight. Like INK, he believes we are in an inflation-driven market. If you have not watched the Daily Briefing for August 18th, it is well worth the 25 minutes.

Looking to buy inflation-oriented assets on pullbacks

In the interview with Ash Bennington, Tony suggested that bond yields could be set to back up. That is similar to the message we delivered in the US Market Report this morning for INK subscribers when we hinted the bond vigilantes might return to save bank stocks from their underperformance.

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