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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 holds an MBA in Financial Management from the University of Chicago, and a Bachelor of Commerce from UBC.

The INK Edge Outlook process on track to be a winner in 2022

With 3 trading days left in 2022, the rules-based INK Canadian (CIN) Insider Index that employs the INK Edge Outlook process is one of the best performing market indices globally so far this year, up 5.5% on a price basis. If we are to maintain that distinction into year end, a lot will depend on the fortunes of the Energy sector in the final week.

The INK Canadian Insider Price Index December 31, 2021, to December 23, 2022.

The INK CIN Index has just over a 40% allocation to Energy. That allocation was determined by the bottom-up INK Edge allocation process that can vary over time. Five years ago, the Energy sector had only a 10% weight as of the fall 2017 rebalancing.

Gold versus debt-based dollarmania

There is a reason why gold has survived centuries as a monetary asset without paying a dividend. It is nobody's liability.

Gold is debt-free (image: Fuu J)

The broad overhang of sovereign liabilities over the economy is something that many in the modern investment management industry have never had to confront on the scale that confronts us now.

Three signs of a risky mining stock: 2FC

As the world seeks to meet climate change objectives while supply chains adjust to geopolitical risks, we expect basic materials to be in high demand. That should benefit mining stocks and, ultimately, junior mining stocks, depending on the risk appetites of investors at any given time.

Insights: The Fed has gold bugs smiling

Gold investors may have reason to smile if the Fed continues with its tightening ways. Meanwhile, we hear why trying to value layer-1 cryptos like equities could be a mistake.

The Fed smirk could have gold shining

Finally, Canada's net-zero mining champion is our Insider of the Week.

Insights: Peak panic?

Did Friday mark the point of peak pandemic panic by governments and markets? We tackle that and more in the latest Insights.

Read the full newsletter here.

Insights: Help us build the Viva community

As the inflation outlook battle rages across the INK platform, we are embarking on a positive and exciting journey to disrupt our own business. Learn more about our plans for the Viva community and how you can play a part.

Read more in this week's Insights.

Insights: Silver zaps the deflation dreamers

Silver sent us a strong signal last week which has big implications beyond precious metals. Meanwhile, a tech giant could soon find itself disrupted by a tech savvy entreprenuer who has a track record of success and is about to leverage the speed of the Solana blockchain. 

Only the brave go up against giants

Finally, in this week's Insights we provide an update on INK's metaverse in-house strategy.

Insights: We are not running out of energy

Oil patch names continue to hit our screens. Meanwhile, Canada is number one, and not in a good way.

Insiders buy as Whitecap Resources makes new highs

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