Amazon (AMZN)

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Monday on INK Ultra Money: Crypto comeback

Cryptocurrencies have been making a comeback over the past few weeks, but does the rally have staying power? The CEO of a Canadian-listed cryptocurrency-focused investment firm seems to be betting that bitcoin and blockchain are poised for better days ahead. Canadian Insider Club Ultra members can watch the video summary below.

 

Watching institutional interest

 

If you are not a member, join us and get $200 off your first-year Canadian Insider Club Ultra membership by redeeming coupon 2020 at checkout. That means your first Ultra year will only cost $198.99 plus tax, more than 50% off the regular membership price. Become a member here.

INK Research is subscriber supported and unlike some other free-to-air websites we do not accept payments for stock coverage.

Quant-oriented investors, don't miss today's Real Vision episode which looks at getting big macro bets right.

Birchcliff is beating the tech giants

This weekend in the Globe and Mail we featured insider buying at natural gas producer Birchcliff Energy (BIR). Insiders were buying around the year-to-date stock market lows set on March 23rd. That turned out to be a great signal. Since that date, Birchcliff Energy stock is up over 130%.

March is shaping up to be a potential long-term turning point

Thanks to the law of small numbers kicking in, Birchcliff has left even Amazon (AMZN) in the dust which is up an impressive 27%. Below is the video summary of our original report on Birchcliff which we sent to members on April 7th.

Insider long-term bets paying off

There really is no better time to make use of INK reports than during the current bottoming process we are going through. Although these are challenging days, we also have tremendous opportunity to build our wealth in the times ahead.

Tuesday on INK Ultra Money: Will software multiples have a soft landing? Plus, the rise of digital assets, an insider view

Here is what's new today on INK Ultra Money. All Canadian Insider users have access to free videos and audio, while Canadian Insider Club Ultra members have access to premium videos from Real Vision and INK Research.

1.  Are software multiples set for a soft landing? - INK Research (free audio and Ultra member video)

Bond yields rose on Monday despite poor US economic data. If bond yields have bottomed, that could spell trouble for software stocks like Kinaxis (Cloudy; KXS) which are trading at elevated multiples.

Insiders are not waiting for a soft landing

A free audio download is also available below.

2. The Rise of Digital Assets: An Insider View - Real Vision (Ultra member video)

New on INK Ultra Money: Unicorn slaughter?

Here is what's new today on INK Ultra Money.

1.Is the VC Bubble Popping? - Real Vision (free video)

Filling in for AK, Real Vision’s Drew Bessette breaks down the recent collapse in value of Silicon Valley unicorns as their growth-at-all-cost business model is being actively challenged.

 

Despite interest rates at 5,000 year lows,
a third of Russell 2000 stocks can't turn a profit

 

2. First National Financial CEO climbs the wall of housing worries - INK Research (free audio, subscriber video)

New Tuesday on INK Ultra Money: How Plaza Retail is beating Amazon and the case for buying the S&P dips

Here is what's new today on INK Ultra Money.

1. High yielding Plaza Retail is beating Amazon out in the open  - INK Research (subscriber content plus free audio)

In the September 24th Morning Report, INK Research focuses on Plaza Retail REIT (PLZ) which has outperformed retail juggernaut Amazon (AMZN) over the past year. The secret to the their success might be found outdoors.

Plaza CEO Michael Zakuta is showing conviction

There is a free audio download available below. Canadian Insider Club members can subscribe to Ultra Money via this website for the special rate of $99.99 per year (plus tax) for access to both subscriber and free content. INK Research is subscriber supported and we do not accept payments for stock coverage.

Putting the attack on Abqaiq, Saudi Arabia in context for Monday

As has now been widely reported, more than half of Saudi Arabia's oil production supply was knocked out Saturday in an attack on Abqaiq oil facilities claimed by Yemen’s Iran-aligned Houthi rebel group. Saudi Arabia has indicated it will provide an update on their production situation by sometime Monday. 

While oil prices are likely to climb in the immediate aftermath, the more important question is what happens after the initial excitement passes. As Nick Colas from DataTrek Research explains in this August 22nd Real Vision interview, the oil price, not just the yield curve, is an important recession indicator. The interview provides insightful context for the week ahead given the attack.

Nick Colas on the importance of oil as an indicator

North American insiders signal that stocks face heavy resistance

 There appears to be a consensus among insiders that stocks are likely to face significant resistance at current levels. On Monday, we suggested that insiders were signalling that 1,160 would be a tough nut the crack for the INK Canadian Insider Index. We see the same dynamic playing out in US markets.

Stalling insider sentiment suggests stocks may have a hard time advancing

Like our Canadian-focused INK Indicator, our US Indicator is also levelling off. Such bottoming behaviour often takes place near significant resistance points. As a result, we expect 2,800 on the S&P 500 will be hard to crack in the short-term. If we are wrong, and stocks move higher in the days ahead, it would likely signal a return to a big-stock momentum-investing playbook. That said, we would not bet on that outcome.

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