Cryptos, Gold & Hard Assets

The place to find ideas and stocks that provide an alternative to fiat currency or a hedge against global money printing. It is also where you will find stories about mining.

INK Videos Jan 20, 2020
Insiders spread their bets at Mirasol Resources
During the junior mining bear market, investors shunned project generators. Sentiment may now be changing and Mirasol Resources (MRZ) could stand to benefit.
Real Vision Jan 17, 2020
The Bond Bullion Bonfire
David Rosenberg returns to Real Vision to discuss the interplay between yield and price in an era of record-low interest rates. In conversation with Real Vision’s Ed Harrison, he warns about the decade-long asset inflation in stocks as well as in bonds, which he perceives as a liquidity cycle not backed by fundamentals. He predicts central banks will remain dovish and reveals why he is constructive on gold, commodities, energy stocks, and a number of long-duration treasuries. Filmed on January 13, 2020, in Toronto.
INK Videos Jan 16, 2020
Azimut Exploration's James Bay Day INK Morning Report Jan 15 2020
Azimut Exploration (AZM) stock soared on Tuesday on the back of encouraging maiden drilling results from its Elmer project in James Bay, Quebec. Will 2020 be the region's year?
INK Videos Jan 16, 2020
Warming up to natural gas with the Peyto insiders
For the past two years, Peyto Exploration & Development (PEY) has been taking a cautious approach on capital spending. However, they are getting more aggressive in 2020 as their outlook for natural gas improves.
Real Vision Jan 13, 2020
Decarbonization: The Divestment Death Cycle
Rob West, founder of Thunder Said Energy – an energy consulting firm, understands that the total decarbonization of the energy industry will be fueled by political attitudes around the world over the next few decades. However, West argues that proponents of ESG investing fail to understand that this transition will involve massive investment in fossil fuels and cooperation with villainized oil majors. He explains his framework for total decarbonization of the energy industry by 2050, and highlights the new technologies and investment vehicles that will be necessary to drive the transition. Filmed on October 18, 2019 in New York.
Real Vision Jan 13, 2020
Profiting from Mispriced Credit Risk
Daniel Zwirn, CEO of Arena Investors, kicks off Debt Week by bringing his unique credit framework to Real Vision. Zwirn argues that a decade of cheap money has worsened credit quality, but that nevertheless there are lucrative fixed-income opportunities on the long- as well as short-side. He warns of the risks he sees in leveraged loans (as well as the CLOs that package them), noting the "asset-liability mismatch" as one of his most severe concerns. Other topics include: regulatory change, interest rate risk, and idiosyncratic plays in energy and real estate. Filmed on January 6, 2020, in New York.
INK Videos Jan 12, 2020
Is a hat-trick in store for Capstone Mining this year?
Capstone Mining (CS) has been climbing up the INK Edge rankings on the back of insider buying. Will the company score with its three projects located in the Americas?
Real Vision Jan 10, 2020
Oil & The Next Recession
Will the underlying dynamics of the oil market be the next black swan? Mark Gordon, CIO of the Ascent Oil Fund, joins Real Vision to unpack his data-driven view on why the rising tide of scarcity in oil markets could be the trigger for the next global recession. Gordon's thesis touches on the shale markets, the risks posed by electric vehicles, his outlook for production and exploration stocks, and the recent unrest in Iran and the Middle East. Filmed on January 3, 2020 in New York.
Real Vision Jan 10, 2020
Has the Bond Market Finally Turned?
Tony Greer, editor of The Morning Navigator, returns to Real Vision in 2020 with a bold bet on the bond market and reviews where he thinks yields are headed next. In this interview with Justine Underhill, Greer examines the current macro environment, highlights emerging inflationary signals, and discusses how traders should position for a bear-steepener in 2020. He also notes a specific ETF – $IEF – to play the thesis and lays out the trade’s risk/reward parameters. Filmed on January 8, 2019.
INK Videos Jan 09, 2020
Correction risk on the rise at Agnico Eagle Mines
Agnico Eagle Mines (AEM) has been a big winner over the past year, but insider profit-taking is accelerating. That and rising production costs has INK Research worried.
Real Vision Jan 09, 2020
Mega-Trends, Seasonality, & Earnings Season
Michele “Mish” Schneider returns to Technical Trader for the first time this year to deliver more insightful analysis breaking down what traders should have on their radar for 2020. Looking at seasonality, mega-trends, earnings reports, geopolitical concerns, and the potential for an uptick in inflation, Schneider makes a controversial call on Beyond Meat and reveals several opportunities in gold, sugar, and solar energy. Filmed on January 7, 2020 in Sante Fe, New Mexico.
INK Videos Jan 07, 2020
Will Bonterra Energy shorts be the first 2020 oil patch casualties?
In the January 8, 2020 morning report, INK makes the case that Bonterra Energy (BNE) shorts are at risk in the New Year.