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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.

 

 

You can build the case that we are in the early stages of a bear market

Updated - Bear market forces are building according market historian Bob Hoye from ChartsandMarkets.com. In his latest interview with Jim Goddard, Hoye points out that the world stocks outside of the US hit their highs in January, the month after the bitcoin bubble blew out. Those peaks foreshadowed the setup for a potential bear market in stocks.

Hoye: You can build the case that we are in the early stages of bear market

Bear market forces are building according market historian Bob Hoye from ChartsandMarkets.com. In his latest interview with Jim Goddard, Hoye points out that the world stocks outside of the US hit their highs in January, the month after the bitcoin bubble blew out. Those peaks foreshadowed the setup for a potential bear market in stocks.

Mish Shedlock sees more tariffs but fewer rate hikes on the way

Updated December 1st, 2018 (expands first quote to include possibility of a minor deal) - In his latest interview with Jim Goddard, economist Mish Shedlock suggests that the best outcome of the Trump-Xi dinner summit this weekend would be a minor deal that holds off on new tariffs for a while. However, the soft but outspoken economist doesn't expect a deal.

Has a fall floor for stocks been built?

INK CEO Ted Dixon remains skeptical that a meaningful floor has been established for stocks this fall. On the other hand, a bullish set-up for gold stocks is continuing. Those were the key takeaways from his latest interview with Jim Goddard published Thursday night.

Did the Fed backtrack enough on rates?

All ears were listening to Fed chairman Jerome Powell’s comments on monetary policy Wednesday for hints as to whether the central bank would be easing up on its rate hike plans. As explained in yesterday’s post, US stocks move into fair-valued territory, stocks are likely to face more downside pressure unless the Fed pulls back on its hawkish path. As it turns out, the Fed chairman suggested that interest rates were now very close to neutral:

US stocks move into fair-valued territory

Our US market indicator moved above 60% over the past week. At that point, there are 6 stocks with key insider buying for every 10 stocks with selling. Once the US indicator moves over 60%, it leaves the overvalued zone and crosses into fair-valued territory. Generally, a fair-valued reading implies that investors can expect average returns over the next few years from here. However, it does not rule out stocks going lower in the short-term and moving into undervalued territory. Indeed, for value-oriented investors, that would be the ideal buying scenario.

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Hoye sees gold stocks shining in upcoming post-bubble contraction

Market historian Bob Hoye from ChartsandMarkets.com is looking for a dismal low in crude somewhere around late December or early January. Meanwhile, he soon expects the onset of a post-bubble contraction which should prime gold stocks for good times. In a fascinating interview with Jim Goddard, he explains his outlook which is based on historical, seasonal and technical work.

Click to listen

More questions about Bombardier's ASDP insider filings

An INK Research review of filings by insiders at Bombardier (Unranked; BBD.B) for August 15th transactions relating to its announced Automatic Securities Dispositions Plan (ASDP) raises a number of questions with respect to ownership changes.

Discovery Watch: Sea change on the Venture as pot stock volumes dry up

In his Tuesday Discovery Watch broadcast, John Kaiser sees trouble ahead for pot stocks while a seasonal buying opportunity is opening up for junior mining stocks.

Click for larger (image source GT Gold)

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