COVID-19

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INK Ultra Money: Can kids help parents fend off the coronavirus; plus, rate risk for tech?

Getting long-term rates right is going to be critical for the rest of the year. Higher rates either due to increased Treasury supply or expectations of better economic growth should hurt long-duration assets such as Technology and Utilities sector stocks. I expect that gold could do well or poorly depending on whether rates are being driven by supply or economic growth. On Monday on Real Vision, Larry McDonald, New York Times bestselling author and founder of the Bear Traps Report, makes the case for higher yields, primarily on the back of increased supply.

 

Tech stocks are vulnerable to higher yields
 

Raoul Pal, who is skeptical about higher bond yields, conducts the interview with Larry, and that makes for fantastic dialogue delivering valuable insight into what could unfold in the months ahead.

Today, Mike Green interviews Christina Ramirez, professor of biostatistics at the UCLA Fielding School of Public Health, to discuss COVID-19 data. What comes clear in this interview is that the disease is likely getting less fatal as time goes by either by better medical practices or viral attenuation. Ramirez also provides a hypothesis that young children may help their parents fight off coronavirus infection. Click here to watch the premium interview.

INK Ultra Money: Inside the COVID-19 Vaccine Project

Today, we look at a battery metals stock that could be set to join the liquidity party. But first, we have a fantastic interview with Dr. Kayvon Modjarrad, director of the Emerging Infectious Diseases Program at Walter Reed Army Institute of Research. Ash Bennington gets Dr. Modjarrad to explain where we are in the global COVID-19 vaccine development cycle and what the components will be of a successful campaign to defeat the virus. Dr. Modjarrad provides a take on the timelines for a potential vaccine rollout while also suggesting that it will take more than a vaccine to win the day.

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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.

INK Ultra Money: World of waves

It is turning out to be a world of waves. On Friday, we have a wave of turnover in the US market when the Russell 1,000 and Russell 2,000 indices rebalance, effectively at the close of trading. In its daily report Tuesday, INK Research highlighted inter-listed Viemed Healthcare (VMD) which is expected to go into the small-cap focused Russell 2000 in the rebalancing. Insiders have been selling in advance of the event as the stock soars. Nevertheless, it could be a name for investors to watch, particularly if the stock sells off following the rebalancing excitement.
 

INK Ultra Money: Central banks on the path to domination

Today on INK Ultra Money, we are treated to Hugh Hendry's colourful interview with Richard Werner who wrote Princes of the Yen which takes a critical look at the behavior of the Bank of Japan and other central banks. However, Werner provides a prescription for improving the role of central banks, and without giving away the punchline it does not involve aggressive interest rate policy. Reading between the lines, Hendry and Werner also point to a weak spot for Canada (think reliance on housing asset inflation). Werner also makes a bold prediction that the influence and roll of central banks is going to keep getting bigger. Central bank backed digital currencies could even help pave their road to dominance.

Speaking of getting things right, we continue to ask will it be a G or D economy in the years head? It is a critical question for the asset allocation decision as inflation-sensitive stocks should do well under a G scenario while bonds and bond proxies such as software stocks could outperform in a D-economy world. In our latest free Insights newsletter, we report that insiders are signalling that the odds of a G-economy appear to be picking up. With that in mind, today INK Research looks at a stock that could enjoy a G-economy world.

INK Ultra Money: Pandemics in context

Today, on INK Ultra Money we get an expert take on how to put the COVID-19 pandemic in historical context. We also look at a gold miner that could do well should inflation return.

We are also making the INK morning report from Tuesday avaliable on INK Ultra Money Free. However, due to network congestion, it may take a few hours for the content to show up in the free channel.

INK Tuesday report video on our free channel soon

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

Shining on G-economy Tuesday

It is a G-economy day with the government bonds down, credit spreads tightening, oil up and the gold-silver ratio falling. That should give today's morning report stock featured on INK Ultra Money a relative boost against its gold-focused peers. Canadian Insider Club Ultra members have full access. If you are not an Ultra member, join us or upgrade today.

Will copper shine in the shadows of COVID-19?

In his latest interview with Jim Goddard on HoweStreet.com, Stewart Muir of the Resource Works Society looks at the future of copper and the role it could play in economic development. He finds that British Columbia produces enough copper each year to equip 5 million electric cars. He also suggests that copper could gain in popularity as a way to offer some protection against pathogens such as the one that causes COVID-19.

INK Ultra Money: How the virus is going to shake up everything

Thursday is your last day to get $200 off your first-year Canadian Insider Club Ultra membership by redeeming coupon 2020 at checkout. Please note the coupon only works for a Canadian Insider Club Ultra membership. If you encounter problems redeeming the coupon at checkout, contact us and we will replace it for you. This discount offer is a good one as it means your first Ultra year will only cost $198.99 plus tax, more than 50% off the regular membership price. So, please join us here today

Canadian Insider Club Ultra members, heads up! If Balaji Srinivasan is right, the coronavirus is going to shake up just about everything, including the geopolitical balance of power, the way power is shared within federal states like the US (and Canada for that matter) and which companies will win or lose.

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