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INK Ultra Money: Real Vision precious metals series

The Real Vision precious metals series continues Tuesday. Yesterday, Lyn Alden of Lyn Alden Investment Strategy provided a macro analysis of gold and silver by comparing historically their prices relative to money supply, interest rates, and equity valuations. Meanwhile, Ron William makes the case for a bullish precious metals environment using technical indicators and chart patterns (premium video).

Today, Peter Cecchini, founder of AlphaOmega Advisors, LLC, joins Real Vision managing editor Ed Harrison in a premium interview to make the case for gold as a substitute for Treasury bonds.

INK Ultra Money: China, a bearish call and INK Chat scores big again

Today, Real Vision turns its attention to China. Ed Harrison interviews George Magnus, research associate for the China Centre at Oxford University, who assesses the situation in China and what it means for investors. Watch the premium video here.


INK is keeping tabs on mining COVID-19 risks

 

Meanwhile, INK is going full blown contrarian on COVID-19 as chatter builds in the markets that the disease no longer matters. As a case in point, this morning I read a piece from a large fully-licensed-in-China financial services firm touting herd immunity and advising investors to position for growth.

Silver sends a sunny signal

In the latest Canadian Insider Insights, we explain why the recent price action in silver is an encouraging sign for the G-economy scenario characterized by government led inflation. We also look at what stocks are leading the oil patch in its remarkable share price recovery.

Today, INK Ultra Money has us asking did a negative oil price mark the bottom of the big secular commodity bear market? Listening to Russell Clark on Real Vision, that scenario seems to be a distinct possibility. The CIO of Horseman Capital Management delivers a non-consensus view on industrial commodities and technology, making his interview one that Canadian resource investors will not want to miss. Perhaps more importantly, if you are not investing in commodity related companies for the long term, this interview may have you thinking twice.

Remember, we are offering 50% off the first year of a new Canadian Insider Club Ultra membership for two more days only. Just redeem coupon code BTCLIVE at checkout. This coupon expires Saturday and only new Club Ultra memberships are eligible. Benefits of an Ultra membership include access to INK core reports and Real Vison videos via INK Ultra Money and much more. Read about the benefits here>>

INK Ultra Money: Bullish Kyle Bass

Yesterday on INK Ultra Money we heard Raoul Pal's bearish outlook for markets. Today, we get an entirely different perspective. Fund manager Kyle Bass is also bearish, but primarily on China and Hong Kong, a city he sees as a victim of aggressive Chinese policy action. On America Bass is upbeat.

In a free video summary and report, we also look at a gold miner entering the INK Canadian Insider Index on Friday.

Canadian Insider Club Ultra members have full access to both free and premium content. If you are not an Ultra member, join us or upgrade today.

Ultra Money Free: Thomas Kaplan makes the case for gold

Billionaire Dr. Thomas Kaplan argues that the macro and micro stars are aligning for a golden opportunity in gold over the next five years. We revisit this free Real Vision video where Drew breaks down Kaplan’s conversation with Dan Tapiero to dig up a few nuggets of wisdom. It's an engaging video which aired in December and preceded gold's recent move higher.

Kaplan: Central banks are the ultimate insider buyers (watch the video)

Kaplan has a major investment in NovaGold Resources (NG) via his Electrum Strategic Resources L.P. So far, the billionaire's big bet is paying off.

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)

Thursday on INK Ultra Money: Acquisition strategy pays off for TECSYS plus the nuts and bolts of America First policy

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

If you are not an Ultra member of the Canadian Insider Club, join today and save C$99 on an Ultra membership every year (until you cancel) by using coupon code BLACKBOX at checkout (valid only for new Club memberships).

1. A timely acquisition pays off for TECSYS - INK Research (free audio, Ultra member video)

INK Research wraps up its mini-series on software stocks by looking at enterprise-wide supply chain management company TECSYS (TCS). The firm been on the acquisition trail lately, and it appears to be paying off in more than one way.

Earnings jumped in Q2

Audio download below.

2. Understanding "America First" & Economic Nationalism - Real Vision (Ultra member video)

Friday on INK Ultra Money: China vs. the U.S. - Fentanyl to Trade War to Cold War?

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

1. China vs. the U.S. - Fentanyl to Trade War to Cold War? - Real Vision (subscriber video)

2. Bonterra Energy's George Fink keeps buying: are we there yet?  - INK Research (subscriber video and free audio)

3. Wag the Dog: The Fed & The Real Economy - Real Vision (subscriber video)

Canadian Insider Club members can get subscriber content by upgrading for the special rate of $99.99 per year (plus tax) via the Membership tab after logging in. If you are not a Club member, join now as an Ultra member. INK Research subscribers have access to both premium and free content. INK Research subscribers have access to both premium and free content. If you are asked to sign in, select INK Research as your subscription website.

Continue reading for summaries of each episode.

Thursday on INK Ultra Money: Do we get a Plaza Accord next year and does Eco start pumping Atlantic oil?

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

  1. The inflation inflection point - Real Vision (subscriber video)
  2. Eco (Atlantic) Oil & Gas insiders ride the waves - INK Research (subscriber video and free audio)

Canadian Insider Club members can get subscriber content by upgrading for the special rate of $99.99 per year (plus tax) via the Membership tab after logging in. If you are not a Club member, join now as an Ultra member. INK Research subscribers have access to both premium and free content.

Continue reading for summaries of each episode.

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