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Canadian Insider Club
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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.

 

 

Monday on INK Ultra Money Free: Look Back at It (2019)

 In the last episode this year of The One Thing, Drew looks back at the most important themes they covered in 2019, from investment process to trade war. This episode contains short clips from guests such as short-seller Marc Cohodes along with some regular Real Vision contributors who will likely be back in 2020 to pick up from where they left off on topics from China to recession watch.

Start the New Year off better equipped to capitalize on what could be an inflation-driven Canadian bull market with a Canadian Insider Club Ultra Membership which provides access to Real Vision and INK Research premium videos plus core INK Research reports. Low-cost monthly Ultra subscriptions are also available via our sister Insider Tracking website. For a rundown of subscription options and prices click here.

INK Ultra Money: Tax-loss selling alert for Osisko Metals

Heading into 2020, a lot is riding on the path of inflation expectations. Osisko Metals (OM) is a stock that should be benefiting from rising inflation expectations. However, as we wrote in our INK morning report December 19th and again in the Globe and Mail Saturday, tax-loss selling season has probably depressed the share price. With the season now over, could the stock rally? Watch this free Ultra Money video for our take. 

Osisko Metals has big ambitions at Hay River

Get a jump on 2020 and join the Canadian Insider (CIN) Club as an Ultra member today. Act this weekend to save $99 per year (until you cancel) on an CIN Research Club Ultra membership and you will never miss another INK Ultra Money video including Real Vision or INK morning report. You will also be supporting our independent research service which does not accept payments for stock coverage.

Video script:

INK Ultra Money Free: Canadian oil & gas is on fire, what's next?

The Fed's not-QE T-bill buying programming which started in mid-October screamed commodity inflation to us. As we have written in many of our research notes over the past two months, we predicted that in contrast to Bernanke's old-school bond buying QE, Powell's money-market focused not-QE would have more of a punch for commodity inflation.

Our attention immediately zeroed in on neglected, if not hated, Canadian oil patch stocks. Low oil & gas prices and gloomy chatter about Alberta separatism was already providing a nice contrarian setup for Canadian oil patch stocks. Then came the Fed and not-QE. That was all we needed to go all-in on Canadian oil & gas.

Fed T-bill buying is a greenlight for commodities

Since getting the Fed's not-QE green light we have highlighted 10 oil & gas stocks in our morning reports for Canadian Club members and INK subscribers.

Monday on INK Ultra Money: Forget fossil fuel cold turkey to achieve decarbonization

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free video, while Canadian Insider Club Ultra members have access to all premium videos from Real Vision and INK Research. If you are not an Ultra member of the Canadian Insider Club, join today and save $99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. Why fossil fuels must remain part of a decarbonized global energy system - Real Vision (Free)

 The movement to a decarbonized world will require further investment in fossil fuel technologies. That is the take as Drew breaks down Rob West’s recent presentation to see where the energy industry needs to go over the next 30 years. Rob West effectively dismantles the common views heard from the global environmental movement that the world must get completely off fossil fuels. Instead, he makes the case that the only way to achieve a decarbonized future is to have some fossil fuels as part of the solution.

World won't decarbonize without some fossil fuels

2. How easy money enabled the shale revolution - Real Vision (Ultra member video)

Insights: An inflated outlook for 2020

In our last Insights newsletter edition for the year, we look at what we expect will make or break it for Canadian stocks in 2020 - the direction of inflation expectations. Our broadcast of the week focuses on the cannabis industry with a special focus on Aurora Cannabis (ACB) while our insider of the week is a power CEO!

Click here to read.

Monday on INK Ultra Money: Michael Gayed takes on the bond bulls, plus betting on GT Gold

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free video and audio, while Canadian Insider Club Ultra members have access to all premium videos from Real Vision and INK Research. If you are not an Ultra member of the Canadian Insider Club, join today and save $99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. The Problem with Passive: Part II - Real Vision (free video)

 What happens to financial markets when passive strategies become the norm? This week, Drew breaks down the conversation between Mike Green and Raoul Pal to understand how massive that passive strategies are. The full version of this video was broadcast on INK Ultra Money December 11th.

Market structure has changed

2. In the Golden Triangle, insiders and Newmont bet on GT Gold - INK Research (free audio, Ultra subscriber video)

Insights: As goes crude, so goes the reflation trade

In this week's Insights we focus on the Energy sector. Will it be three times lucky for the group? Our broadcast of the week looks at the case for gold while our insider of the week is none other Bank of Canada Governor Stephen Poloz. Click here to read.

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Thursday on INK Ultra Money: Kaplan on a higher range for gold; plus, taking on the big 5 banks

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to today's free video and audio, while Canadian Insider Club Ultra members have access to all premium videos from Real Vision and INK Research. If you are not an Ultra member of the Canadian Insider Club, join today and save $99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. Golden Opportunities from "Midas" - Real Vision (free video)

 Dr. Thomas Kaplan argues that the macro and micro stars are aligning for a golden opportunity in gold over the next five years. Drew breaks down Kaplan’s conversation with Dan Tapiero to dig up a few nuggets of wisdom.

Central banks are the ultimate insider buyers

2. Bucking the big bank blues - INK Research (free audio, Ultra subscriber video)

Beyond China and beyond gold

On Friday, INK Ultra Money released a Real Vision Jim Grant Series video which covered a lot of ground with value manager Jim Litinsky. One of the most insightful elements of the conversation centred around Litinsky's big bet on rare earths located in the United States. Why the bet? In nutshell, he envisions a shakeup in global supply chains which he believes policy makers in the United States now recognize as being too dependent on China.

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