Blogs

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

Follow Nicholas Winton who runs gohht.com for market insight and great stock ideas.

Follow the smart money in the mining industry with the Power Prospectors blog.

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INK Ultra Money: Real Vision precious metals series

The Real Vision precious metals series continues Tuesday. Yesterday, Lyn Alden of Lyn Alden Investment Strategy provided a macro analysis of gold and silver by comparing historically their prices relative to money supply, interest rates, and equity valuations. Meanwhile, Ron William makes the case for a bullish precious metals environment using technical indicators and chart patterns (premium video).

Today, Peter Cecchini, founder of AlphaOmega Advisors, LLC, joins Real Vision managing editor Ed Harrison in a premium interview to make the case for gold as a substitute for Treasury bonds.

INK Canadian Insider Index rises 2.1%, reaches new multi-month highs

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the Index continued its purposeful upward climb and added 21.74 points or 2.1% and closed at 1069.58. The INK CIN is now up over 11.5% in the past 6 weeks.

INK Edge August Top 40: G-economy stocks maintain their lead

Today, for INKResearch.com subscribers and Canadian Insider Club members, we published our August Top 40 stock report. In every issue, we provide some context for the list of the 40 highest INK Edge ranked stocks, and today I am sharing with our entire community our take on current market and economic conditions which was published in the report. To see the list of the top 40 stocks, please join us. I would encourage you to join us soon as we will be increasing membership prices this fall. We also need to further restrict some data features on Canadian Insider due to rising data costs and in recognition of our growing Club membership base.

Inflation is leading

 

Back on March 19th, we sent out a special morning report which introduced our D versus G economy framework to assess risk and opportunity as the world worked through COVID-19. For a quick throwback to what we said, watch the 90-second video summary on INK Ultra Money.

INK Ultra Money: Inflation momentum is winning for now

Today, we hear from one of my favourite regular guests on Real Vision, Michael Gayed, author of the Lead Lag Report and manager of the ATAC Rotation Fund. Michael has a very straight forward process of looking at the market. He watches the relative performance of a few key indicators such as utilities, Treasurys, lumber, emerging markets and inflation expectations. It has served him well, particularly this year with his fund up about 60%.

According to Gayed, the big question mark facing investors is inflation versus deflation.

INK Ultra Money: Subtle bullish signals from a selloff

While it is often obvious who the losers are in a market rout, the winners can sometimes be harder to recognize. Technology stocks were the clear big dollar losers on Tuesday, falling almost on queue after back-to-back warnings from INK in our market report Monday and Charlie McElligot on INK Ultra Money yesterday (premium). Some of the winners, as it turns out, are leveraged to the economy. Copper miner Taseko Mines (TKO) advanced 2.9%, bucking the drop in precious metals mining shares. Meanwhile, outside of the resource space, there was a surprise winner.

INK Ultra Money: When stocks trade like commodities during a summer of complacency

On Monday and Tuesday we heard from two outstanding guests on Real Vision. Milton Berg, Founder and CIO of Milton Berg Advisors, joined Ed Harrison yesterday to highlight a series of bullish signals that are flashing for stocks. There is only one problem. The signals are late. That has led Berg to wonder if US stocks are now trading more like commodities than equities.

On Tuesday, we had one my favourite guests, volatility master Charlie McElligot, managing director for cross-asset strategy at Nomura Global Markets.

INK Canadian Insider Index storms to 5-month high, alongside soaring silver

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the Index pushed up even higher as metals and markets pushed higher yet.

Insights: Inflationary winds pick up strength

Some Canadian stocks are poised to be relative winners if inflation expectations keep rising and insiders can help guide us towards opportunity. That is the key theme in this week's Insights free newsletter.

The swoosh-shaped inflation expectations recovery continues 

We also look at a potential way for institutions and financial advisors to participate in the junior mining bull market. Click here to read.

INK Ultra Money: Goal-keeping in the G-economy

Diego Parrilla, portfolio manager and author of “The Anti-Bubbles”,  likens portfolio construction to putting a soccer team on the field. In the coming decade he sees equities as being the strikers and options as being the goal-keeper. On Real Vision today, he explains his approach which includes using options to get defensive exposure to assets like Treasuries. He believes the 60/40 balanced paradigm is not suited for the coming decade. Unless one believes 10-year yields are going negative, his conclusions make a great deal of sense.

Stocks as strikers, options as goal-keeper (pic: Jeffrey  F. Lin)

 

In terms of the team that I am putting on the field, my strikers are G-economy recruits that include the Horizons Cdn Insider Index ETF (HII; which uses the INK Canadian Insider Index under license). They also include a variety of other investments.

INK Ultra Money: Opening the Venture door to big money

When I started to see Murray Sinclair loading up on Dundee Corporation (DC.A) in May, it helped firm up my conviction that the junior mining rally was going to have some legs. I had not seen him do much in terms of filings over the past few years, but why Dundee now? The penny started to drop over the weekend and today we wrote about our take on how Dundee could provide an on- ramp for institutions and advisors into the junior mining area.

While some pension funds and advisors will have their own strategies to get into the space, many will not devote the resources needed to get exposure to a group. That is where Dundee with its established name and cash stash has the potential to provide diversified exposure to the space for players who do not want to manage a bunch of  junior stocks in their portfolios. Club members can watch the video summary now and a free version will be available here before the close.

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