Ted Dixon's blog

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Beating inflation fears with Canadian stocks

Having exposure to Canadian mid-cap stocks preferred by insiders can be a winning strategy if inflation fears rise.

 

 

Visit the INK Research index website to download the slides and learn more>>

Howe Street Interview: Gold, New Blockchain Financial System

In my Wednesday interview with Jim Goddard, I continue to make the case for caution on precious metals stocks as we head into the US presidential debates. I reference recent insider selling and the big move of the gold/silver ratio as indicators of concern. In the second segment, I discuss innovation and improvisation as an investment theme as we work our way through the pandemic.

In the final section, I talk about decentralized finance and why risk-tolerant investors should look at the investment opportunity found in cryptocurrencies and blockchain.

Insights: Will 2021 be more fun?

In the latest Canadian Insider Insights, we examine if the US Financials sector might bring happier times for investors in the New Year. We also look at what insiders are suggesting about Canadian REITs. Meanwhile, in the mining area we compare industrials versus precious metals insider sentiment. Of course, we also have our broadcast and insider of the week features which you can check out here.

Playing Ball with the Fed

While stocks may be taking a breather today, Juliette Declercq, founder of JDI Research, has a generally upbeat outlook over the next few years. Her optimism is grounded in the notion that most global policy makers are quite happy with the Fed's game plan. There is one big risk she sees, however, and that may well be what is holding back stocks today. I really enjoyed this interview, and it is the best one that I have listened to from Real Vision this week.

Letting the Fed win the race to the FX bottom

Wednesday's free Real Vision Daily Briefing with Roger Hirst comes in at a close second for my pick of the week so far. The discussion centres primarily on the options market. Given that Friday is stock options expiration day, it is a timely and engaging discussion.

Insights: What a Biden presidency could mean for stocks

In the latest issue of Insights, we assess what a Biden presidency could mean for North American stocks. It is a topic I explore in depth with Jim Goddard in my latest Howe Street interview. The newsletter also highlights an interview with Real Vision CEO Raoul Pal who remains concerned about the outlook for markets. Click here to read.

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Volatility up, market up?

Matt Rowe is back on Real Vision with valuable insight into what happened in early September in the US markets when both volatility and stock prices rose together. Importantly, Matt explains what can be learned from last week's twists and turns and how to apply those lessons going forward. After listening to this interview, I had a better appreciation of what to watch in options markets and how to be positioned heading into year end.

INK Edge Ultra Money: Air pocket or something worse?

Yesterday, Real Vision's Ed Harrison provided a timely overview of the risks that options pose to Technology shares due to the role that institutions have been playing in managing exposure to the high-flying group. He explained that if the market starts to roll over, institutions would mechanically pick up their selling. If you have not listened to Ed's overview of option dynamics, it provides great insight into some of the factors at play in today's sell-off.

INK Ultra Money: Getting off the bond and tech band wagon

In June, Jay Pelosky, chief investment officer and co-founder of TPW Investment Management, appeared on INK Ultra Money in a Real Vision Daily Briefing and predicted a market rally through the summer. Today, he is back. While he is still bullish, the New York based advisor sees some big shifts happening, including the underperformance of US assets as the bond bull market comes to an end and tech loses its lustre.

INK Ultra Money: Are long rates headed higher?

In a pre-Jackson Hole interview, bond strategist George Goncalves paints a picture for bond bears that depicts how long-bond Treasury yields could head higher in the weeks ahead. While 2021 may well be a different story, the amount of Treasury supply about to hit the market may reveal a Fed that is willing to let the long end of the bond market steepen.That is a theme we have been discussing in our reports, including the August 19th INK US Market Report (Will the bond vigilantes save the banks?).
 

 

Insights: Rebuilding a COVID-19 scarred world

In this week's free Insights newsletter, inflation-oriented stocks take a break after a strong run. Meanwhile, insiders shed some gold mining exposure in favour of builders. Finally, how our insider of the week might help get the TC Energy's Energy East Pipeline going again, and he is not even from the oil patch. Read the latest issue here.

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