Trade War

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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)

Howe Street Interview: Tariff threats a treat for gold

As timing would have it, I was interviewed by Jim Goddard of on Tariff Thursday. In terms of the impact for markets, I made three points. First, August is probably the worst month for liquidity so dropping this bombshell on the first of the month is setting the stage for a summer rollercoaster ride. 

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