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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 gohht.com for market insight and great stock ideas.

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Insights: Another Fed egg face

This week's edition of Canadian Insider Insights is now available: Another Fed egg face.

Jerome Powell

Markets haven't reacted well to the Fed's 180 degree turn on the economy and we take a look at what we are watching now to assess the risks. The weekly archive is here and registration is not required.

INK Canadian Insider Index settles for 4.6 point gain after retreat from 1150.89

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. After rallying more than 20 points or 1.9% and reaching as high as 1150.89 intraday on Thursday, The Index gave back a good portion of those gains as the week ended. The INK Canadian Insider Index held onto 4.6 points and a close of 1133.53.

On credit spreads: Narrow, widen, repeat, and die?

While it may be one thing for the S&P 500 to fall 1.9% in one day as it did on Friday, it is quite another when it happens as bonds soar, the Treasury curve inverts, and credit spreads widen. That combination was in full effect Friday and has put global investors on edge. So, does this signal the death of the 2019 stock market rally? In his Friday evening March 22nd broadcast, Bob Hoye from chartsandmarkets.com is watching for the next move in credit spreads for clues.

While stocks tumbled Friday, the 3 to 7-year Treasury ETF soared as the yield curve inverted

As is usual, the market historian looks at where we have been in order to narrow down the possibilities of what might happen next.

Shorts lick their wounds in two healthcare stocks

Short sellers reduced their positions in two healthcare stocks which have shown up positively on INK screens over the past month. On February 22nd, we wrote that shorts had boosted their bets against Khiron Life Sciences (Mostly Sunny; KHRN) right before the stock soared to new all-time highs. According to the latest IIROC short report released March 21st, those bets have fallen dramatically.

Short positions have dropped by almost 1.5 million shares over the past month

Top 10 Shorts: Bets rise against Paramount Resources

Shorts have Paramount Resources in their crosshairs based on Thursday's IIROC short report. The stock has seen its short position jump by 987,869 shares and now totals 7,352,444 shares representing 10.3% of the stock's float. The short data is as of March 15th as reported by market participants to IIROC.

Lousy productivity keeps inflation risk alive

With the Fed expected to leave interest rates unchanged at its meeting today, short of a surprise hawkish approach towards inflation, we suspect factors other than changes in monetary policy will be driving gold stocks for the foreseeable future. With that in mind, we thought our comments contained in the March Top 20 Gold Stock report remain timely for investors.

Insights: Glass half full or half empty?

When it comes to the potential for stock market gains for the rest of the year, is the glass half full or half empty? We tackle the issue in this week's Canadian Insider Insights newsletter. We suggest that the optimists may have one important factor going their way.

To get our take on what that might be, click here to read the latest edition of our weekly newsletter for free. It is even better than free because no registration is required.

INK Canadian Insider Index retreats to 1128.96

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the Index pulled back 6.5 points or 0.5% before closing at 1128.96.

Sequential sell for crude oil, and bullish outlook for gold shares

In his March 15th Howe Street broadcast, Bob Hoye from ChartsandMarkets.com reports that his firm issued a sequential sell on crude oil Friday. This follows a sequential sell they issued in late February for the S&P 500. The index subsequently fell about 2% within two weeks before rebounding which Hoye says was accompanied by some short-term term trading buy signals.

US OIl Fund ETF (Click for larger)

At this point, Hoye still believes there will be a stock market correction, but it is uncertain how far it will go.

US Industrials insider sentiment a big concern

In my latest Howe Street interview with Jim Goddard I assess the likelihood that we are heading into a recession. While we may not be there yet, I explain that insider sentiment in the US Industrials sector is flashing a warning sign.

I also highlight how we have relatively bleak outlooks on Canada's two major railway stocks, noting insider selling has been taking place even as the companies have been buying back shares. That is a combination we do not like to see.

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