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INK Canadian Insider Index soars 15.2%, beats US market, metals, & oil

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the INK Canadian Insider Index surged an impressive 111.89 points or 15.2% to close at 843.25. With last week's gain, the Index has rebounded 38.5% off its March lows.

New: Real Vision's Daily Briefing, crypto quotes and INK Chat

Real Vision's Daily Briefing is now available on INK Ultra Money Free. Daily episodes are released between the New York close and Asia market open Monday to Friday (except holidays). You will hear from a wide range of Real Vision journalists who provide updates on both the coronavirus situation globally and the current state of markets. The format provides a valuable, down-to-earth assessment of the opportunities and risks ahead.

Below is the link to the April 8th briefing.

Daily Briefing for April 8th


The briefing is also a great way to stay on top of the big themes that are emerging on Real Vision. If you have never watched Real Vision, do not miss out any longer. Many of their guests, including CEO Raoul Pal, nailed the trajectory of markets over the past year. Their coverage helped me personally navigate a treacherous March. Looking ahead, Real Vision guests are keeping a close eye on the odds of reflation versus deflation and the outlook for gold and cryptocurrencies.

Wednesday on INK Ultra Money: After a relief rally what's next?

We have taken the next step to build out INK Research to help you make better investment decisions. We have launched INK Research Chat, a community forum for us to exchange investment insights, ideas, questions and answers. Membership in the forum is at the discretion of INK and is by invitation only, intended primarily for paying INK Subscribers and members of the Canadian Insider Research Club. In the days ahead, Club members can expect an invite to the forum via email so please watch for that.

Tuesday on INK Ultra Money: Shorting Saudi on strength

Here is what's new today on INK Ultra Money. Canadian Insider Ultra Club members have access to both premium and free content all the time.

1. The straw that broke the camel's peg - Real Vision

At Real Vision, they believe that from crisis comes opportunity. That is why they have have been laser-focused on oil and energy markets and why they have brought back Alexander Campbell, CIO and founder of Black Snow Capital. Campbell isn’t just looking at commodities though. In this interview, he focuses on how the demand shock of COVID-19 coupled with a price war that is increasingly looking to be a three-party affair between the U.S., Saudi Arabia, and Russia could create a balance of payments issue for the Kingdom. He makes his case that the Saudis may be forced to reevaluate the long-standing peg between the Saudi Riyal and U.S. Dollar and lays out two different ways to play the setup.


Hedging a portfolio for another leg down


2. Coronavirus contrarians - INK Research

New on INK Ultra Money: Real Vision Daily Briefing, Sheila Bair on bailouts and insider jumps for Airboss stock

After the close every trading day check for the free Real Vision Daily Briefing. On Friday we heard from Raoul Pal who appears skeptical about the stock market's rebound. Don't forget to visit us every day after the close for Real Vision's take on market and economic developments during the COVID-19 crisis

Raoul Pal appeared Friday on Daily Briefing (free)

Also, on INK Ultra Money Free, we released our video summary of our March 30th morning report that was featured in the Globe and Mail over the weekend.

INK Canadian Insider Index holds firm with copper as oil soars

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. The INK Canadian Insider Index bounced as much as 56 points to 788 but could not maintain its strength and retraced fully before closing at 731.36, down 1.3 points on the week.

Insights: If inflation returns, Canadian stocks could benefit

In our latest Canadian Insidier free Insights newsletter, we provide an update on our what our INK Indicator is signalling about the March 23rd lows. Our broadcast of the week is from INK Ultra Money Free with Real Vision co-founder Raoul Pal who has nailed the 2020 market from top to bottom. Finally, our insider of the week helped to make sure a Canadian Telecom giant was well equipped to weather the COVID-19 storm. Click here to read.


Friday on INK Ultra Money: Coronavirus, crypto and copper

On INK Ultra Money, we have a Real Vision dive into the economic and market impact of coronavirus along with the role that bitcoin could play as the financial system evolves in the wake of the crisis. INK Research also looks at some insider buying in another Canadian resource company that traded at decade lows last month.

Canadian Insider Ultra Club members have access to premium and free content all the time. If you are not an Ultra member, stay on top of what insiders and some of the brightest minds in finance are signalling about the direction of stocks and markets by joining us today.

Thursday on INK Ultra Money Free: ARC insiders buy at multi-decade lows

On INK Ultra Money, we have a free video from INK and a deep dive Real Vision deep dive on allocating capital in today's market environment. Canadian Insider Ultra Club members have access to premium and free content all the time. Please note that today's INK Video has been published into Ultra Money Free. However, because of high network traffic, it may be a number of hours before it shows up as being available. Canadian Insider Club Ultra access to the video should not be impacted.


1. ARC insiders buy at multi-decade lows - INK Research (free video)

ARC Resources (ARX) established a new low a few days ahead of the market last month. INK Research takes a look to see how insiders are reacting to the stock's plunge and attempted turnaround. If you are not an Ultra member and would like a copy of the full report, click on the paper clip in the bottom navigation bar when viewing the video.

Buying near the lows


2. How to allocate capital in a firestorm of uncertainty - Real Vision (Ultra Club members)

Tuesday on INK Ultra Money: Allocating to gold and bitcoin as insiders reach for tissue

On INK Ultra Money, we have a free video from INK and a must-watch Real Vision deep dive with Dan Tapiero and Raoul Pal addressing the benefits of both gold and bitcoin in today's environment. Canadian Insider Ultra Club members have access to premium and free content all the time.

Before I summarize today's Ultra Money highlights, please remember that today is the last day to save $100. If you are not a Canadian Insider Club Ultra member, now is a good time to join us to get full access to Real Vision and INK Research premium videos and core reports. Use coupon code SPRING20 at checkout for a $100 discount off a new 2020 membership (renewals will be at the regular price unless cancelled before the end of term which is easy to do). Stay on top of what insiders and some of the brightest minds in finance are signalling about the direction of stocks and markets, join us today.

1. The bitcoin call option - Real Vision (Club Ultra members)

If central banks continue to prop up asset markets, will they inevitably debase their currency? And if so – how can investors protect their portfolios? Dan Tapiero, founder of DTAP Capital and co-founder of Gold Bullion International, joins Raoul Pal, CEO and co-founder of Real Vision, to explore these questions and more. Tapiero argues that the Federal Reserve will likely do whatever it takes to re-inflate asset prices by printing trillions more dollars – which he and Raoul agree can only be good for gold. Raoul and Dan discuss bitcoin as an unprecedented call option on the future, full of asymmetric upside, and discuss the proper allocation of gold and bitcoin at this unprecedented phase of central bank dovishness. In addition, Tapiero shares why he believes physical gold and mining stocks are superior to gold ETFs, which he calls “paper gold.”


The death of risk parity

2. Insiders reach for tissue - INK Research (free video)


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