Blogs

In the latest issue of Insights, we assess what a Biden presidency could mean for North American stocks. It is a topic I explore in depth with Jim Goddard in my latest Howe Street interview. The newsletter also highlights an interview with Real Vision CEO Raoul Pal who remains concerned about the... Read more »
Ted Dixon
Thu, 09/10/2020 3:29
Matt Rowe is back on Real Vision with valuable insight into what happened in early September in the US markets when both volatility and stock prices rose together. Importantly, Matt explains what can be learned from last week's twists and turns and how to apply those lessons going forward. After... Read more »
Ted Dixon
Wed, 09/09/2020 12:28
Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, as US markets corrected, the Index finally followed its recently weakening RSI momentum indicator. The INK CIN tumbled 31.71 points or 3% to 1039.80. MACD sunk 3.93 points to -7... Read more »
Nicholas Winton
Mon, 09/07/2020 20:08
Yesterday, Real Vision's Ed Harrison provided a timely overview of the risks that options pose to Technology shares due to the role that institutions have been playing in managing exposure to the high-flying group. He explained that if the market starts to roll over, institutions would mechanically... Read more »
Ted Dixon
Thu, 09/03/2020 21:41
In June, Jay Pelosky, chief investment officer and co-founder of TPW Investment Management, appeared on INK Ultra Money in a Real Vision Daily Briefing and predicted a market rally through the summer. Today, he is back. While he is still bullish, the New York based advisor sees some big shifts... Read more »
Ted Dixon
Tue, 09/01/2020 4:16
Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the Index had a quiet week, as it remained in its tight trading range and added 4.61 points to close at 1071.51. MACD fell 1.98 points to -4.02. RSI dropped 3.11 points to 63.66... Read more »
Nicholas Winton
Sun, 08/30/2020 21:50
In a pre-Jackson Hole interview, bond strategist George Goncalves paints a picture for bond bears that depicts how long-bond Treasury yields could head higher in the weeks ahead. While 2021 may well be a different story, the amount of Treasury supply about to hit the market may reveal a Fed that is... Read more »
Ted Dixon
Fri, 08/28/2020 15:25
In this week's free Insights newsletter, inflation-oriented stocks take a break after a strong run. Meanwhile, insiders shed some gold mining exposure in favour of builders. Finally, how our insider of the week might help get the TC Energy's Energy East Pipeline going again, and he is not even from... Read more »
Ted Dixon
Fri, 08/28/2020 10:47
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... Read more »
Ted Dixon
Tue, 08/25/2020 14:56
Thank you for joining us in a weekly technical look at the mid-cap oriented INK Canadian Insider (CIN) Index. Last week, the Index could not break past 1090 and slipped modestly. It fell 2.68 points to 1066.90. MACD fell 3.5 points to -2.14. RSI backed off 9.59 points to 66.77. Support is now at... Read more »
Nicholas Winton
Sun, 08/23/2020 21:56

Pages


Top