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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 it be a G or D bubble market?

While last week was a good one for our G-economy scenario which is characterized by government-led inflation, deflationary headwinds have swept in this week with gusto. Meanwhile, the Fed appears to have created a stock market bubble with retail investors bidding up the share prices of worthless companies. When this bubble bursts, what type of market will we have left? We tackle that question in this week's Insights.

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INK Ultra Money: When the government cheques stop

This morning, Real Vision looks at the US macro and political environment and the implications for asset prices between now and the fall. Ed Harrison interviews Darius Dale, managing director at Hedgeye, who dispassionately applies a quantitative framework to assess where stock prices are likely headed. It is a great interview because Dale is able to cut through the noise and focus on key variables such as capital spending that will likely determine if the market's euphoria about the re-opening is justified.

INK Ultra Money: The Fed, bitcoin, and health care

While it was easy to miss in the wake of the Fed meeting, bitcoin has edged closer to $10,0000. For the past couple of weeks, it has been consolidating, so we shall see if it can sneak across that psychological barrier. On INK Ultra Money we heard from Arthur Hayes, CEO and co-founder of BitMEX a cryptocurrency exchange and derivatives platform. It is a timely interview as signs are pointing to incremental institutional interest in the space.

Today, Galaxy Digital ( GLXY) announced a trading and custody solution for institutions and accredited investors. This is a critical piece of the bitcoin adoption equation and points to further momentum in the space.

Revisiting crypto as bitcoin toys with $10,000

On that front, I would encourage investors who are interested in owning bitcoin but have not taken the plunge to put an action plan together. You will need both a trading platform and a custody solution. The time to get those two elements in place is now, not when investor excitement returns to the space.

INK Ultra Money: It's a party like 1999

Today, on INK Ultra Money Mark Cuban provides an uplifting take on the state of markets, leaving no doubt in his mind that we have entered an internet-bubble like period. It is in an insightful, entertaining, and reassuring Real Vison premium video reinforcing the idea that eventually hard work and sanity prevail over irrational exuberance.

America needs to get more productive

Of course, good luck never hurts. In today's INK morning report video summary we highlight a junior that is hunting for a world class silver deposit in Colorado. The video and full report is now available on INK Ultra Money Free.

INK Ultra Money: Will deflation strike back this summer?

The past month has been a good one for the G-economy scenario which we characterize as an environment dominated by government-led inflation. However, it is probably too soon to rule out deflation as a potential force that could lead us to a D-economy which is dominated by falling prices as a result of record debt overhang. Today on INK Ultra Money, we hear from former Morgan Stanley market analyst Gerard Minack who makes the case for a return to disinflation later this year.

INK Ultra Money: Rotating from robots to Robin Hoods

Yesterday, in Real Vision's Daily Briefing (free) Roger Hirst again made the case that the influence of robotic passive strategies such as automatic retirement savings contributions into passive index funds is waning due to layoffs. Meanwhile, the impact of retail investors is growing as many of those laid off and furloughed investors use some of their unemployment benefits to speculate in the stock market during the lockdown. In this week's Insights, we describe how that dynamic has been playing out with some stocks in the aerospace industry.

Meanwhile, there is one company supplying that industry which appears to be flying under the radar screen of some investors. We cover the name in today's morning report.

INK Ultra Money: Has oil hit the top of its range?

The current situation with Middle Eastern oil producers of low production and low prices is not sustainable according to Warren Pies, chief energy strategist for Ned Davis Research. In a must watch interview for oil patch investors, Pies pictures an oil market that remains under stress despite the recent rally. He also updates his playbook as crude oil demand recovers from its lows. He continues to like having some tanker exposure which if nothing else can serve as a hedge should the oil price play out as he expects.

INK Ultra Money: a decade for traders

Today, we hear from Teddy Vallee, founder and chief investment officer of Pervalle Global. Looking over a long-term horizon, he sees negative real returns for US equities. However, he expects there will be opportunities to make money by trading and potentially investing in markets with a better outlook than the US. He has been bullish on gold miners and going forward he is very bullish on bitcoin. He believes the US dollar looks poised for a move lower later this year which should help commodities. Watch the interview (members only)>>

Bullish on gold miners now very bullish long-term on bitcoin

We also published our Top 40 for June today and we feature the top ranked stock in our morning report. It is a microcap that hopes to shake up the local agricultural supply chains. Watch the video summary (members only)>>

A weaker greenback would be welcome news for G-economy stocks

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