Ted Dixon's blog

Maybe it is just better not to bring up the subject of value in these markets.

Are P/S ratios best left unsaid?

All of a sudden there is decentralization. Is inflation next? Also, the blast radius investment factor.

We have it all covered in the latest Insights.

Canadian insiders are pointing to some specific opportunities in America. In this week's Insights, Raoul Pal also tells us what he thinks will signal that the great multi-decade bond rally is about to resume and why he is enjoying the recent Bitcoin pullback.

Will the winter surge in COVID-19 and bond yields stop the bull market in commodities and cryptocurrencies? We tackle that question in this week's Insights. We also found a video of Gary Gensler giving us his take on whether Ripple is a security. Why does it matter what Mr. Gensler thinks? We cover that question as well.

Will COVID-19 and bond yields kill the bitcoin rally?

Update January 14th - the PDF download issue has been resolved.

In this week's Insights, we look at how rising inflation expectations has driven assets like Asian liquefied natural gas, bitcoin (BTC), and Canadian Insider stocks higher. All three set all-time highs in 2021, but how long will the rally last? Raoul Pal and Tony Greer offer contrasting opinions on INK Ultra Money.

Read the latest edition here.

This week in Insights we look at a big risk to inflation expectations which has been a big driver of the Canadian Insider stock rally this  year. Plus, the bearish view on Bitcoin from two skeptics and drivers behind the the Litecoin rally.

The latest Canadian Insider Insights introduces a new core INK Research investment theme of progressive energy. We are casting a wide net to identify opportunity across a sector that is in transition. Other topics include gold versus gold miners, and the INK Canadian Insider Index versus the S&P/TSX Composite Index. Finally, we cannot let another week go by without mentioning bitcoin.

Robert Friedland has a bold vision to make industrialists like Elon Musk accountable for the type of minerals they use in their products. If his vision becomes a reality, it will shake up everything from the nickel mine to the car lot.

This week's Insights newsletter focuses on upcoming tax-loss selling opportunities and the Energy sector will be an area to watch. As always, we will let the insiders guide us to opportunity. Meanwhile, our Broadcast of the Week and Insider of the Week have one thing in common: Midas Gold (MAX).