Sound bites

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Sound Bites: Money laundering industry a big winner in Trudeau's war with small business

From a Vancouver perspective, the Justin Trudeau and Bill Morneau war with small business over proposed tax increases makes no sense. If this duo are really interested in tax fairness, why are they not devoting the same energy and government resources to cleaning up the money laundering industry and its related big dollar tax evasions?

Sound Bites: A taxing risk to Canadian growth

Strong Canadian growth on the back of net tax cuts unleashed by the federal government in its 2016 budget, along with infrastructure spending that is just starting to kick in, should add some fuel to the fire for domestically-focused Toronto stocks. On Monday, the mid-cap oriented INK Canadian Insider (CIN) Index moved through 1,190 which is a key technical level

Second half outlook: Insiders cautiously bullish towards Canadian stocks

As we make our way through the second half of the year, insiders remain cautiously bullish on the Canadian market. This can be seen by looking at trends with our INK Canadian Insider (CIN) Index rebalancing process.

Sound Bites: Central bank rate hike parade puts FANGs and pot stocks at risk

In my latest interview with Jim Goddard on Howestreet.com, we talked about how insiders were on top of Canada's growth rebound six months before the Bank of Canada. Looking ahead, there are big implications for a wide range of assets if the Bank of Canada joins the global central bank tightening parade:

Sound bites: the gaping road to a summer rally

The case for a summer rally in Canadian stocks took a hit Thursday. The INK Canadian Insider (CIN) Index gapped down at the open, below its 200-day moving average, and continued to lose ground during the day to close at 1,157.05. Its 200-day moving average sits at 1,161.62. At least the Index managed to close off its lows for the day and above the recent low of 1,155.88 set on May 18th.

Sound bites: Three missiles too far?

While investors are once again fixating on the upcoming March 15th Fed meeting, they should also be paying attention to a high level meeting likely taking place in Tokyo on the same day. Next Wednesday, US Secretary of State Rex Tillerson is expected to start his northern Asian tour in Japan. Following his stop in Japan, over the following days he is expected to head to South Korea and China, in that order. A key topic will be North Korea which fired at least four missiles towards Japan earlier this week.

Sound bites: Insiders run to resources as geo-tensions rise

On Tuesday, the world will get the first serious insight into the Trump administration's priorities when the president addresses a joint session of congress. We got a hint of what may be in that speech when the New York Times wrote Sunday that the president will be asking for a major jump in defence spending. That news comes on the heels of further reports on the weekend from Reuters that China is investing heavily in naval capabilities to beef up its territorial claims in the South China and East China seas.

Sound bites: As the old economy rallies, high flying pot & FANG stocks at risk

In my latest Talk Digital Network interview with Jim Goddard, I highlight how Canadian insiders have tilted towards old economy stocks. This move is likely in anticipation of better economy growth across the Canadian economy, notably Western Canada. With growth potentially on the upswing, old economy value stocks are likely to be regain favour with investors who will no longer have to pay premium valuations for growth. A shift towards value investing could put the relative performance of previous high flyers such as U.S. FANG (Facebook, Amazon, Netflix and Google) and Canadian marijuana stocks at risk. Indeed, we have already seen some interesting moves this month with auto stocks soaring as some marijuana stocks stumble.

Sound bites: Dippers Become Swingers

In my latest interview with Jim Goddard at Howestreet.com, I explain the key investing theme in our latest US Market INK report: the sea change facing investors after the election of Donald Trump. 

Insiders bracing for slower US growth

Throughout the US election campaign, the prevailing chatter in the Canadian media was along the lines that Donald Trump could not possibly win, but in the unlikely event that he did, disaster would be the assured outcome. In fact, there are pockets of the Canadian economy that could win under a Trump administration, particularly if the GOP maintain control of Congress.

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