Ted Dixon's blog

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Soaring up the INK Edge: junior gold, oil sands production, US cannabis and crypto brokerage

I just posted the INK Edge Top 30 up and down movers for the week in INK Chat. A gold miner, oil producer, US-cannabis distributor and cryptocurrency brokerage have caught our attention.

Canadian Insider Club and Ultra members are eligible for an INK Chat invitation.

Our declared winner on election day is cannabis

In our latest Canadian Insider Insights newsletter, we call the November 3rd US elections in favour of marijuana reform. So far, investors are cheering the results.

We also explain why Canadian oil & gas stocks may provide a clue on the outlook for 2021. Will it be a global boom or gloom? Read this week's edition here.

Insights: Waves of blue, bitcoin, bonds, bullion and cannabis?

There are several industries that have a lot on the line in relation to outcome of the November 3rd election. In this week's Insights, we take a non-consensus view that precious metals mining is one such industry because not all scenarios are good for gold and silver.

Preparing for a blue wave

Insights: Bitcoin is back and betting against seasonal oil & gas weakness

Has COVID-19 impacted seasonal patterns in oil & gas stocks? Some guests on INK Ultra Money are betting it has. Meanwhile, 2020 has been a great year for bitcoin and the best may be yet to come. Read the latest edition here.

Insights: Riding volatility with guilty pleasures

Election outcomes, a bouncing Financial stock, warrant overhangs, a contrarian opportunity, China crisis and pot stocks are all covered in this week's Canadian Insider Insights. We are also feeling a little guilty about this week's Ultra Money video of the week.

The Recession-Proof Portfolio: Investing in Vice

Insights: As we wait for the really big opportunity, cannabis is back

We are altering the format of our Insights newsletter a bit to make it more useful for our members by focusing on the key emerging themes and findings that we have covered over the past week. INK Research produces about 10 or more written reports and blog posts a week, plus INK Chat entries. In addition, we publish 3 videos a day on INK Ultra Money during the week. We cover a lot of ground, and, in this report, we will try to make sure you do not miss the essence of the key material that can help you navigate unfolding risks and identify emerging opportunities.

I hope you will find the new format a useful resource. Click here to read the key themes that have been hitting our radar screen recently.

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The risk of a nominal growth surprise

October is a month that can be full of surprises. So far, 2020 has been full of bad surprises. But, what if we start to get some mean reversion back to positive surprises?

Today on INK Ultra Money, David Rosenberg gives us his take on the outlook for markets via a Real Vision interview with Ed Harrison. As usual, his base case is for subdued growth leading to disinflation or deflation. However, he seems to be shortening his time horizon for these downward forces to play out and makes the surprising admission that we could get a surprise jump in nominal GDP growth in light of all the government stimulus spending, much of which remains saved and could be spent if consumer confidence increases.

Lots of consumer spending dry powder left

I believe this thinking fits nicely with our core investment theme #1 which we updated today in our market report. In case you missed it, I will post the theme below, but in a nutshell it favours stocks such as those in the INK Canadian Insider Index that are geared towards rising inflation expectations.

Insights: On the watch for political change in Washington

Besides batteries, electric vehicles and lithium stocks have at least one other thing in common. Read our take on what the upcoming election could mean for them in this week's Insights.

Waving goodbye to our basic Canadian Insider service

After 15 years, we are discontinuing our free basic registered account service. While many pre-login features of the website will still be available to the public, over the next two weeks, we will be closing all basic Canadian Insider accounts. If you would like to keep access to your account (including blog alerts), please join us now as a Canadian Insider Club or Canadian Insider Club Ultra member.

For basic members who no longer want access to their accounts, no further action is required.

Insights: Will Energy now lead the way for the bulls?

In our latest Insights, we look at the battle between the bulls and bears that is shaping up on INK Ultra Money. On balance, the bulls seem to be tipping towards the Energy sector as a possible path to higher returns. Meanwhile, the financial system is at risk of being disrupted by cryptocurrency. Finally, our insider of the week helps to ensure that junior gold mining stays in the opportunity spotlight. Click here to read.

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