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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: 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.

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.

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