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INK Ultra Money: Betting on survival

Updated (adds COVID-19 news from South Korea) - We have a survival theme of sorts today on INK Ultra Money  First, we head to the oil patch where a natural-gas focused junior has made an impressive comeback. Next, we hear an analysis about the state of Europe on Real Vision.

For those who missed the premium Raoul Pal interview Monday with Galaxy Digital (GLXY) CEO Michael Novogratz, I provide my take on the discussion about bitcoin being a store of value in my latest Howe Street interview which is available for free on Canadian Insider. As always, Canadian Insider Club Ultra members have full access to both free and premium content.

If you are not a Research Club member, join us today as an Ultra member for full access to both free and premium content video content. We will also send you an invitation to INK Chat where you can join the discussion on more stock ideas and investing strategy.

Finally, in the May 21st Real Vision Daily Briefing, Nick Correa has breaking analysis on the latest COVID-19 developments in South Korea where discrimination against the LGTBQ community is making the latest outbreak hard to contain.

1. Insider buying is on deck - INK Research (premium)

Today INK Research looks at a junior natural gas-biased producer that has been rallying on the back of encouraging pricing and production news. Insiders have been buying, betting that better days are ahead.

 

Production guidance maintained

2. The Intersection of European Banking and Politics - Real Vision (premium)

New Friday on INK Ultra Money: The sun is shining on Canadian Financials

Here is what's new today on INK Ultra Money. INK Research CIA subscribers have full access to all Ultra Money videos including premium content. Non-INK subscribers can sign-up directly on INK Ultra Money or stay tuned for a special offer coming here soon.

1. The sun is shining on CIBC and Canadian Financials  - INK Research (Subscriber content)

It is rare to see insider buying at a big Canadian bank, never mind seeing that buying when the stock is rallying. However, that is what INK Research has spotted at CIBC (CM). That is a development that could foreshadow relatively sunnier days ahead for Canadian stocks.

CIBC joins BMO and BNS with a mostly sunny outlook

There is also an audio download available below (free).

Tuesday on INK Ultra Money: Monetary policy hits the wall plus gearing up in the oil patch and an update on uranium

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

1. When Monetary Policy Isn't Enough - Real Vision

Change is coming. Christophe Ollari, founder of Ollari Consulting, predicts that we have seen the peak of monetary easing for this cycle. In its place, Ollari argues that policy will tilt toward a new sort of “Social QE” - involving central banks and governments in Europe, Japan, and the U.S. acting in concert. Ollari explains the political ramifications of this shift in policy, and speaks to what it means for markets. Filmed on September 13, 2019 in London (subscriber content).

 

Christophe Ollari: There is a fracture

New European leadership could ultimately help boost resource stocks

I appeared on Howestreet.com's This Week in Money on Saturday where I focused on the surprising developments out of Europe. I make the case that with the announced nominees for EU leadership positions, Europe is paving the way for significantly more fiscal stimulus for its economy. I also make the case that the risks of eurozone disintegration have fallen given the nominations of pro-integration German cabinet minister Ursula von der Leyen as head of the EU Commission and former politician and IMF head Chris Lagarde to lead the ECB. Lagarde will likely spearhead the move for the ability of the EU to issue more bonds to increase government spending, particularly in the area of infrastructure. I also point out that the Lagarde nomination came the same week that Italy was let off the hook for going over its deficit limits.

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