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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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INK Ultra Money: Here comes the flood

If Dr. Z. Barton Wang of Barton Research is right, here comes a big flood of cash into the markets. While we have seen lots of stimulus money hit financial markets over the past few months, we could see the gush of liquidity become even more forceful as the Treasury picks up spending from its Treasury General Account this week. This is a riveting Real Vision premium interview that provides some eye-opening insight to what is going on.

 

Treasury lets loose (click to watch the interview)

Dr. Wang also gives us his take on COVID-19 which he believes will lead to a very slow recovery, but housing and building materials should lead. The interview is a nice complement to our Monday market update for Canadian Insider Club members Nova Scotia to the rescue as global COVID-19 cases and stocks surge?

INK Canadian Insider Index rallies 3.6% as commodities prepare for melt-up

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. After several weeks of strong downward momentum, the Index again faced some pressure last week but held strong above 920. By week's end, it shot up 33.36 points or 3.6% to 956.72.

INK Ultra Money: The Fed will not be able to stop inflation

Heading into the weekend we have a fantastic Real Vision episode with dollar bear Ben Melkman who is interviewed by dollar bull Raoul Pal. It makes for a great conversation where Ben does a good job challenging Raoul's dollar shortage thesis. Nevertheless, they find some common ground when it comes to gold which Ben describes as a high-quality bet. Ben also explains how the Fed is backing itself into a corner on the inflation front.

Insights: Where a V-shaped recovery is taking place in Canada

The latest Insights focuses on the junior mining V-shaped recovery. Our broadcast of the week looks at how investors can use insider data to avoid overhyped stocks with poor quality assets. Meanwhile, our insider of the week is from the oil patch and he as been buying the recent pause in Energy sector stocks.

Happy Canada Day junior mining!

In this week's INK Market Report, we dug into the bull market taking place in Canadian junior mining stocks. Canada's venture market is in the throes of a V-shaped recovery with the S&P/TSX Venture Index ending the first six months of 2020 up an impressive 7.4%. To celebrate, below we have a special Canada Day offer to help you capitalize on the junior mining boom of 2020.

Canada's Venture Index is up 7.4% year-to-date (click for larger)

First, let me put the opportunity in context. With the junior market being so strong, I explained in my interview this week with Jim Goddard on HoweStreet.com that risk-oriented investors placing money into a junior play need to dodge overhyped stocks with poor quality assets. Insider data can be part of your tool kit to avoid junior miners that could ultimately be left behind due to endless financing needs.

INK Ultra Money Free: Will energy stocks heat up this summer?

Canadian oil & gas stocks have been consolidating over the past month while other economically-sensitive stocks in the mining area have been soaring. If the global economy continues to recover over the summer, investors could warm up to the Energy sector again. Today on INK Ultra Money, we look at a Canadian junior producer where insiders have been buying the dip over the past month.

Some INK picks have already doubled in the Venture V-shaped recovery

Today in the INK Market Report, we highlighted the bull market in Canadian junior mining stocks. While the North American economy may be challenged to put in a V-shaped recovery, Canada's Venture market appears to be succeeding with that letter of the alphabet. The S&P/TSX Venture Index jumped 5.6% last week and the Index is now up year-to-date. Money is clearly moving into the sector, pushing up valuations.

Canada's Venture Index is up almost 4% year-to-date (click for larger)

 

With the junior market being so strong, financings are finally getting done in the junior space. While most of the newly-raised money heads into the ground for exploration, some of it inevitably will find its way into stock promotion campaigns. It is always a good idea to read the fine print of any free newsletter touting a stock to see if the newsletter writer is being paid for coverage.

INK Canadian Insider Index slips 2.34% with US markets and oil

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 move far above 960 before its momentum buckled and it slipped 22.19 points or -2.34% to close at 923.36.

INK Ultra Money: BMO black eye and crypto gathering discount

If you are wondering why the BMO (BMO) underperformed the other big banks on Friday, Jack Farley may have the answer in the latest Real Vision Daily Briefing. He does a nice job reviewing the Fed stress test results on banks. A BMO name stands out, and not in a good way. Today, I also look at the stunning developments in crypto finance and some big movers in the Healthcare sector. We also have a discount code for Real Vision's upcoming crypto conference.

Insights: Venturing into summer

In this week's Insights newsletter, we celebrate the Venture Index setting a 2020 high yesterday. Junior mining is leading the charge helping Venture stocks to lead the Canadian market for the first time in a very long time. Our insider of the week is involved with a company that has shifted focus from mining into transaction processing. In this case, we not talking hard rock mining, but an exciting area, nonetheless. Finally, Real Vision CEO Raoul Pal headlines our clip of the week. Click here to read.

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