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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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Insights: Has the helicopter left the tarmac?

In this week's Insights newsletter, we look at the roaring Venture market and the role that American helicopter money is likely to play in markets going forward. Our clip of the week features a junior miner that has exploded on the upside since our July 3rd report and our insider of the week is the CEO of a battery metals stock that is been on a charge since we first wrote about it. Click here to read.

Is Helicopter Money already here?

In my latest Howe Street interview, I attempt to explain how the Fed and Treasury have already launched helicopter money via their special purpose vehicle (SPV) that is being used to inject US$750 billion into the credit markets. I explain how the SPV fits into Bernanke's helicopter money framework which he outlined in 2016.

INK Ultra Money: No Fed exit and the Lassonde mining curve

"Throw out the old rulebook," advises Christophe Ollari, founder of Ollari Consulting. In a Real Vision interview Tuesday, he makes the case that we have entered a period of no turning back for central banks. He argues that normalization will not be possible, and I agree. We were assuming as much when we suggested in our market report Monday that we were approaching a period of helicopter money. In fact, the helicopters already seem to be in the air which I hope to discuss in my interview tomorrow on HoweStreet.com.

INK Canadian Insider Index adds 1.6% as silver sizzles and copper dazzles

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the Index gained 15.15 points and rose 1.6% to close at 971.87.

INK Edge top weekly movers and a warrant sell signal

Every weekend I publish the list of stocks that were the big movers up and down the INK Edge rankings in the INK Chat stock ideas channel. Over the past week, two junior gold producers, Calibre Mining ( CXB) and Galiano Gold  (GAU), are the top movers up the INK Edge rankings. Click here for the full discussion and report.

INK Edge July 11 movers via INK Chat

If you have not yet registered for INK Chat please do it now starting with your invitation link that Canadian Insider Club members would have received via email. Contact us if you did not receive it as the chat is for invited subscribers and is not open to the public. That is why we need you to register for it. Otherwise, we would have to make it just like all those other free-for-all chat rooms.

INK Ultra Money: Inside the COVID-19 Vaccine Project

Today, we look at a battery metals stock that could be set to join the liquidity party. But first, we have a fantastic interview with Dr. Kayvon Modjarrad, director of the Emerging Infectious Diseases Program at Walter Reed Army Institute of Research. Ash Bennington gets Dr. Modjarrad to explain where we are in the global COVID-19 vaccine development cycle and what the components will be of a successful campaign to defeat the virus. Dr. Modjarrad provides a take on the timelines for a potential vaccine rollout while also suggesting that it will take more than a vaccine to win the day.

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INK Ultra Money: The Financial Analyst surplus and TINA

On Wednesday, we published our bearish case for American stocks based on insider signals. Today, we have come across a strong bullish response from Tyler Neville who explains that some institutions really do not have any alternative but to buy right now. He makes three controversial points starting with the assumption that, like it or not, flows are driving the stock market rally.

The second half road to nowhere

(Originally published on July 8, 2020)  - Today we are going to focus strictly on interpreting what our US insider sentiment indicators are now signalling. Our key US Indicator which measures sentiment towards the average stock in America has firmly established a bottoming pattern. That means insider buying has bottomed out, typically a short-term bearish signal as such a pattern often happens near market tops. Moreover, we have seen above-average insider profit-taking in dollar terms. This has taken place right before many firms enter insider trading blackout periods. In plain English, that means insiders are taking money off the table while the going is good.

The major risk to our bearish signal is the possibility that insiders are early. Last week, we suggested that the June 8th S&P 500 high of 3,233.13 is going to be a tough nut to crack. We still believe that to be the case. However, we cannot rule out one last gasp higher before a correction. From current levels, we expect, at best, average real returns from US stocks over the next year.

INK Ultra Money: China, a bearish call and INK Chat scores big again

Today, Real Vision turns its attention to China. Ed Harrison interviews George Magnus, research associate for the China Centre at Oxford University, who assesses the situation in China and what it means for investors. Watch the premium video here.


INK is keeping tabs on mining COVID-19 risks

 

Meanwhile, INK is going full blown contrarian on COVID-19 as chatter builds in the markets that the disease no longer matters. As a case in point, this morning I read a piece from a large fully-licensed-in-China financial services firm touting herd immunity and advising investors to position for growth.

INK Edge July Top 40: The G-economy races ahead

Deflation-oriented D-economy stocks are left behind in this month's Top 40 Stock Report. At the stock level, insiders are betting on an inflationary environment ahead. Like last month, mining stocks dominate the list. Read the report to see which stocks have raced up our rankings. The report is available free for Canadian Insider Club members. Non-member can purchase the report  in the Canadian Insider store.

 

 


G-economy stocks fueled by inflation expectations
 

On INK Ultra Money INK Research sticks with its COVID-19 matters in mining theme, looking at the top ranked stock in this month's Top 40 report which is operating in Nevada. Fortunately for the mining industry, much of Nevada has avoided the fate of its next-door neighbour Arizona. Club members can watch the premium video summary of today's morning report here.

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