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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.

 

 

Insights: Will governments trip us into deflation?

A big debate is raging in markets right now. Will it be debt deflation, the D-economy, or government-led inflation, the G-economy? We revisit the question in our latest Insights drawing on last Friday's Real Vision episode When the Whole Daisy Chain Unwinds.

James Aiken and Raoul Pal

INK CEO Ted Dixon also tackles the D vs G issue in the featured clip of the week where he also reveals a way to save 50% off a new Canadian Insider Club Ultra membership. Finally, we pay tribute to a great Canadian entrepreneur JR Shaw who passed away last month, but who left a legacy of inspiration to many. Click here to read.

INK Canadian Insider Index soars 15.2%, beats US market, metals, & oil

Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the INK Canadian Insider Index surged an impressive 111.89 points or 15.2% to close at 843.25. With last week's gain, the Index has rebounded 38.5% off its March lows.

New: Real Vision's Daily Briefing, crypto quotes and INK Chat

Real Vision's Daily Briefing is now available on INK Ultra Money Free. Daily episodes are released between the New York close and Asia market open Monday to Friday (except holidays). You will hear from a wide range of Real Vision journalists who provide updates on both the coronavirus situation globally and the current state of markets. The format provides a valuable, down-to-earth assessment of the opportunities and risks ahead.

Below is the link to the April 8th briefing.

Daily Briefing for April 8th

 

The briefing is also a great way to stay on top of the big themes that are emerging on Real Vision. If you have never watched Real Vision, do not miss out any longer. Many of their guests, including CEO Raoul Pal, nailed the trajectory of markets over the past year. Their coverage helped me personally navigate a treacherous March. Looking ahead, Real Vision guests are keeping a close eye on the odds of reflation versus deflation and the outlook for gold and cryptocurrencies.

Wednesday on INK Ultra Money: After a relief rally what's next?

We have taken the next step to build out INK Research to help you make better investment decisions. We have launched INK Research Chat, a community forum for us to exchange investment insights, ideas, questions and answers. Membership in the forum is at the discretion of INK and is by invitation only, intended primarily for paying INK Subscribers and members of the Canadian Insider Research Club. In the days ahead, Club members can expect an invite to the forum via email so please watch for that.

Tuesday on INK Ultra Money: Shorting Saudi on strength

Here is what's new today on INK Ultra Money. Canadian Insider Ultra Club members have access to both premium and free content all the time.

1. The straw that broke the camel's peg - Real Vision

At Real Vision, they believe that from crisis comes opportunity. That is why they have have been laser-focused on oil and energy markets and why they have brought back Alexander Campbell, CIO and founder of Black Snow Capital. Campbell isn’t just looking at commodities though. In this interview, he focuses on how the demand shock of COVID-19 coupled with a price war that is increasingly looking to be a three-party affair between the U.S., Saudi Arabia, and Russia could create a balance of payments issue for the Kingdom. He makes his case that the Saudis may be forced to reevaluate the long-standing peg between the Saudi Riyal and U.S. Dollar and lays out two different ways to play the setup.

 

Hedging a portfolio for another leg down

 

2. Coronavirus contrarians - INK Research

New on INK Ultra Money: Real Vision Daily Briefing, Sheila Bair on bailouts and insider jumps for Airboss stock

After the close every trading day check for the free Real Vision Daily Briefing. On Friday we heard from Raoul Pal who appears skeptical about the stock market's rebound. Don't forget to visit us every day after the close for Real Vision's take on market and economic developments during the COVID-19 crisis

Raoul Pal appeared Friday on Daily Briefing (free)

Also, on INK Ultra Money Free, we released our video summary of our March 30th morning report that was featured in the Globe and Mail over the weekend.

Insights: If inflation returns, Canadian stocks could benefit

In our latest Canadian Insidier free Insights newsletter, we provide an update on our what our INK Indicator is signalling about the March 23rd lows. Our broadcast of the week is from INK Ultra Money Free with Real Vision co-founder Raoul Pal who has nailed the 2020 market from top to bottom. Finally, our insider of the week helped to make sure a Canadian Telecom giant was well equipped to weather the COVID-19 storm. Click here to read.

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Friday on INK Ultra Money: Coronavirus, crypto and copper

On INK Ultra Money, we have a Real Vision dive into the economic and market impact of coronavirus along with the role that bitcoin could play as the financial system evolves in the wake of the crisis. INK Research also looks at some insider buying in another Canadian resource company that traded at decade lows last month.

Canadian Insider Ultra Club members have access to premium and free content all the time. If you are not an Ultra member, stay on top of what insiders and some of the brightest minds in finance are signalling about the direction of stocks and markets by joining us today.

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