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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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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.

INK Ultra Money: Rosenberg likes gold and healthcare on the way to stagflation

David Rosenberg is back on Real Vision today with a bullish take on gold and healthcare. As for the rest of the market and the economy, that is a different story. He also sees a zombification of corporate America, a theme we discussed last week.

  Corporate zombies are on the roam

For those who are upbeat on the prospects of both the resource and public sectors in the years ahead, check out our video summary of today's INK Report on Black Diamond Group (BDI). Watch the premium video here.

INK Ultra Money: D versus G day

Today feels like a D-economy day with most assets selling off. The daily narrative trying to make sense of the sell-off is pointing to rising concerns about COVID-19. That may well be. However, rising US cases and the potential implications have been building for awhile. Equally plausible is the slowing down of Fed asset purchases and concerns about the next round of stimulus. Alternatively, after rising in 7 out of the last 8 trading sessions, perhaps the Nasdaq 100 was in need of a rest and we'll be right back to blowing bubbles tomorrow.

INK Ultra Money: World of waves

It is turning out to be a world of waves. On Friday, we have a wave of turnover in the US market when the Russell 1,000 and Russell 2,000 indices rebalance, effectively at the close of trading. In its daily report Tuesday, INK Research highlighted inter-listed Viemed Healthcare (VMD) which is expected to go into the small-cap focused Russell 2000 in the rebalancing. Insiders have been selling in advance of the event as the stock soars. Nevertheless, it could be a name for investors to watch, particularly if the stock sells off following the rebalancing excitement.
 

INK Ultra Money: Dollar printing versus crypto scarcity

Investors are back to square one when it comes to looking for yield as the Federal Reserve, in some cases with the backing of the Treasury, works to keep Treasury and corporate bond yields low. There are some big consequences of the easy money policy for many asset classes including stocks, foreign exchange, and cryptocurrencies.

Will the hunt for yield lead to Bitcoin and Ethereum?

One impact which does not get a lot of attention yet is the breeding of corporate zombies. As these zombies spawn on the back of Fed and Treasury bailouts, they haunt healthy companies making it hard to raise prices and generate profits. The zombies are D-economy warriors and are allies of the stock market bears and US dollar bulls.

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