5i Research was founded by Peter Hodson; one of the "Warren Buffetts of Canada" according to the Globe and Mail.

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

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

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Energy insiders pump up their holdings after the Fed

Two days after the Bank of Japan and Federal Reserve meetings, three Energy stocks top the list in terms of beneficial ownership dollar buying among insiders. Using the screening function in CIA Interactive, I filtered to see which issuers between September 21st and 22nd had the most insider beneficial ownership (types D and I) buying in the public market (code 10).

The Economy, the Stock Market and the Fed

John Hussman on Recent Developments

We always look forward to John Hussman's weekly missive on the markets. Some people say that he is a "permabear", but we don't think that is a fair characterization. He is rightly wary of the stock market's historically extremely high valuation and the loose monetary policy driving the surge in asset prices.

Sound bites: declining oil market share and rising long-term rates

In my Tuesday interview with Jim Goddard, I discuss the latest Market INK report which reviews how insiders are positioned going into the Bank of Japan and Federal Reserve meetings this week. Importantly, insiders are taking a cautious approach and are not chasing after yield.

Gold stock insiders have been buying and we discuss what it might take to get bullion moving again: greater allocation to precious metals among large institutions. Meanwhile, the prospect of a rumoured Indian Rupee devaluation appears unlikely to be a source of gold weakness this fall.

Money Talks: Hillary or Donald? Who cares?

I don't think anyone in the commentariat shows any sign of understanding what is revealed by the two political quotes below. The first quote is my favorite because it sums up my sentiments.

Gary Johnson, the presidential candidate for the Libertarian Party in the US was asked during his appearance on The View whether he would vote Clinton or Trump if someone had a gun to his head. He replied:

"I'd let the gun go off."

A Striking Chart

The Economy and the Stock Market

As long time readers know, we are always paying close attention to the manufacturing sector, which is far more important to the US economy than is generally believed. In terms of gross output it is the largest sector of the economy, and it should of course be obvious that saving, investment and production are the only ways to create wealth.

INK Canadian Insider Index finds resistance in 1115-1120 zone

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 ideas of mounting a rally but soon succumbed to the selling that struck all markets, before bouncing modestly into week's end, closing nearly unchanged, gaining all of 0.05 points.

Sound bites: Other countries looking at "The Trudeau Formula"?

On Tuesday September 6th, I gave an interview with Jim Goddard on where I discussed some of the themes in last week's Market INK report, "The new game in town: infrastructure and deficits." In particular, we could be in for a big sea change with respect to bond yields, and some institutional investors may not be prepared for it. If you have not read the report, you can download it for free here ( account log in required).

INK Canadian Insider Index pops and drops

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. The Index initially popped higher last week, rising 12 points or 1% as it reached an intraday high of 1147.38 midweek. The Index then followed the major North American markets and fell hard on Friday, shedding 20 points or 1.8% for the week, closing at 1115.30.

US Economy - Curious Pattern in ISM Readings

Head fake theory confirmed?

This is a brief update on our last overview of economic data. Although we briefly discussed employment as well, the overview was as usual mainly focused on manufacturing, which is the largest sector of the economy by gross output.

INK Canadian Insider Index rallies 1.8% to resistance

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. My speculation in our previous update was that the Index was likely retreating in order to generate some pessimism that would allow it to advance. Last week, the Index did seem to find new life and jumped 20 points or 1.8% and closed at 1135.41 for one of its biggest weekly rallies in a number of weeks.


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