Hudbay Minerals (HBM)

INK Ultra Money: Can kids help parents fend off the coronavirus; plus, rate risk for tech?

Ted Dixon
Tue, 08/25/2020 14:56

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 depending on whether rates are being driven by supply or economic growth. On Monday on Real Vision, Larry McDonald, New York Times bestselling author and founder of the Bear Traps Report, makes the case for higher yields, primarily on the back of increased supply.

 

Tech stocks are vulnerable to higher yields
 

Raoul Pal, who is skeptical about higher bond yields, conducts the interview with Larry, and that makes for fantastic dialogue delivering valuable insight into what could unfold in the months ahead.

Today, Mike Green interviews Christina Ramirez, professor of biostatistics at the UCLA Fielding School of Public Health, to discuss COVID-19 data. What comes clear in this interview is that the disease is likely getting less fatal as time goes by either by better medical practices or viral attenuation. Ramirez also provides a hypothesis that young children may help their parents fight off coronavirus infection. Click here to watch the premium interview.

Friday on INK Ultra Money: Coronavirus, crypto and copper

Ted Dixon
Fri, 04/03/2020 10:07

On INK Ultra Money, we have a Real Vision dive into the economic and market impact of coronavirus along with the role that bitcoin could play as the financial system evolves in the wake of the crisis. INK Research also looks at some insider buying in another Canadian resource company that traded at decade lows last month.

Canadian Insider Ultra Club members have access to premium and free content all the time. If you are not an Ultra member, stay on top of what insiders and some of the brightest minds in finance are signalling about the direction of stocks and markets by joining us today.

Unpublished

Warke builds stake in Arizona silver-base metals play

James Kwantes
Thu, 07/16/2015 14:37

Warke's knack for extracting maximum value from his plays - he had described Hudbay's first offer as "grossly inadequate" - was also evident in the sale of Ventana Gold in 2011, the year gold hit almost US$1,900 an ounce. Warke, Ventana's cofounder and executive chairman, sold the company and its La Bodega gold deposit in Colombia for $1.53 billion to Brazilian Eike Batista, after rebuffing the deal maker's initial offer. (Batista's resource empire subsequently went bust, reducing his multibillion-dollar empire to bankruptcy.)

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