The Canadian insider blog discusses news and insight found among insider and significant shareholder filings in Canada.
Ted Dixon is co-founder and CEO of INK Research. He is the creator of the INK Canadian Insider Index, and is the editor of the daily Morning INK and weekly Market INK reports. He is a regular contributor to the Globe and Mail's Globe Investor pages and has also worked as a part-time lecturer in corporate finance at the British Columbia Institute of Technology. Before starting INK, he worked at the Connor, Clark & Lunn Financial Group where his responsibilities included portfolio strategy and product development. He has also been an analyst at the Fraser Institute and a treasury specialist at the TD Bank. He is a Chartered Financial Analyst and member of CFA Vancouver. He holds an MBA in Financial Management from the University of Chicago, and a Bachelor of Commerce from UBC. Listen to his weekly economic commentary on Vancouver's Roundhouse Radio FM 98.3.
Victor Wong is a business and client development associate at Canadian Insider and an avid market watcher.
Nicholas Winton contributes technical commentaries on the INK Canadian Insider Index. Nicholas also writes the High on the Hog blog.
Last week, we suggested that Energy was winning the performance race, but gold was catching up. However, in an absolute sense, this week we conclude that thanks to the Fed's relentless money printing, just about every asset wins as the US dollar gets debased.
Is a trip to Las Vegas a better investment than bitcoin? (Image: David Lusvardi)
Even if the bears are right and we are near the end of the risk asset rally, there is plenty of excitement left. Also, find out which morning report oil patch stock has been the top performer so far this year.
Commodities have left the bears in the dust
All this and more in the latest Insights here.
There are indications that gold is breaking out. Meanwhile, some powerful forces have bitcoin on the ropes. However, it would be a mistake to count out cryptocurrencies as the struggle to shape the path of the financial system continues.
Crypto will be back for another round (image by Attentie Attentie)
We also look at the prospects for the Energy sector in light of its strong run. All this and more in our latest Insights.
Elon Musk sent shockwaves through the cryptocurrency community last week with news that Tesla (TSLA) will no longer accept bitcoin for payment until mining becomes more sustainable. In the latest Insights, we explain how this could benefit other crytocurrencies including dogecoin. Meanwhile, copper stocks are grabbing our attention as a way to play Raoul Pal's Exponential Age theme.
The age of exponential opportunity is here and the stakes are high.
In this week's Insights, we discuss the possibilities for Dfinity's recently launched decentralized network, The Internet Computer (TIC), which aims to challenge Amazon's cloud computing business.
(image by Dejan Zakic)
In this week's Insights, we hear Jordi Visser explain why betting on the favourite is not always the most profitable strategy in either horse racing or markets.
Big bank stocks have been a favourite among Canadian investors for decades. Is it finally time to ride a smaller horse?
The odds on financial system disruption look good. (Image by Jeff Griffith)
Also, could the Alberta oil patch become the battery patch? Finally, if you are waiting on drill results from a Nevada gold miner, John Kaiser explains why it may be taking so long.
Over the past week on the INK Ultra Money platform, we heard how crude oil could be one of the biggest risks to the cryptocurrency asset class. Those risks may continue to build if US shale oil supply does not show up to save the day as the demand for oil increases.
Could a crude oil rally wreck the bitcoin party? (image Maxim Hopman)
Are investment returns set to go to the moon? Some are, according to Raoul Pal. He unveiled his age of exponential returns thesis on Friday which is filled with optimism about the future. Air Canada (AC) is one stock that we do not envision going to the moon, however.
Meanwhile, earlier in the week, we published our Top 40 for April, where we have found some opportunities that are grounded in the organic world.