Ted Dixon's blog

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.

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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.

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.

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.

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.

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.

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.

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.

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.