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The Canadian insider blog discusses news and insight found among insider and significant shareholder filings in Canada.
 
Ted Dixon is co-founder and CEO of INK Research. He is the creator of the INK Canadian Insider Index, and is the editor of the daily Morning INK and weekly Market INK reports. He is a regular contributor to the Globe and Mail's Globe Investor pages and has also worked as a part-time lecturer in corporate finance at the British Columbia Institute of Technology. Before starting INK, he worked at the Connor, Clark & Lunn Financial Group where his responsibilities included portfolio strategy and product development. He has also been an analyst at the Fraser Institute and a treasury specialist at the TD Bank. He is a Chartered Financial Analyst and member of CFA Vancouver. He holds an MBA in Financial Management from the University of Chicago, and a Bachelor of Commerce from UBC. Listen to his weekly economic commentary on Vancouver's Roundhouse Radio FM 98.3.
 
Victor Wong is a business and client development associate at Canadian Insider and an avid market watcher.
 
Nicholas Winton contributes technical commentaries on the INK Canadian Insider Index. Nicholas also writes the High on the Hog blog.

 

 

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>>

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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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.

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