Style Channels

Contrarian

Is a contrarian opportunity cooking up at MTY Food Group? INK preview 8 March 2022

Today, we take a break from the red-hot resource area and look at potential contrarian situation in fast food.

Growth

The Fed Has Chosen Its Horn

Jerome Powell reiterated the Federal Reserve’s steadfast commitment to raising interest rates and shrinking its balance sheet. But investors are increasingly skeptical the central bank can stay the course in the face of a slowing economy. Hari Krishnan, the head of volatility strategies at SCT Capital Management, joins Real Vision’s Ash Bennington to talk about the Scylla of inflation, the Charybdis of recession, and the possibility the Fed has no way out of this dilemma. Krishnan notes that there are critical time-lag differentials between Fed actions to control inflation and Fed actions to stimulate growth. And that makes a sharper economic downturn more likely, even with a pause in the Fed’s tightening program, as fed funds futures markets are currently signaling. Recorded on June 27, 2022.

High Yield & Income

Nexus Industrial REIT climbs the INK rankings INK preview 12 May 2022

We head back to the REIT space where we find another dividend payer high up in our INK Edge Rankings.

Cryptos, Gold, & Hard Assets

US market upgrades and a Nevada Reward for Augusta Gold? INK preview May 25 2022

We head back to Nevada to look at a Richard Warke play and quickly review an upbeat turn of events in the US market. INK, Ultra and Vivaville Discord members can down load today's US and Morning Reports under this video.

Foreign Exchange

Awaiting the Arrival of Cap Day

“Cap Day” is just around the corner. Coined by Russell Napier, investment strategist at Orlock Advisors, "Cap Day" is his thesis in which large financial institutions will be forced to buy debt and liquidate equities, driving down the equities market. Napier and Brent Johnson, CEO of Santiago Capital, discuss the inflationary narrative in an era of global financial repression and interest rate rises. The pair examine potential government inflationary policies as a means to cope with deflationary pressures and the rise of value stocks as inflation dampens asset allocation. Recorded on October 14, 2021. To watch their previous interview together from November 2020, click here: https://rvtv.io/35pPc7o To find out more about Napier’s course, click here: http://www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H. To find out more about Napier’s course, click here: www.didaskoeducation.org. For Napier’s latest book, The Asian Financial Crisis, click here: https://rvtv.io/3vXgq0H.

Insurance

Insiders buy as Brookfield builds a super brand

Brookfield Asset Management (BAM) has worked its way through the headwinds of early stages of the pandemic and now has bold ambitions to be a global asset management leader. Insiders are buying into the plan.

Private Equity

Onex officer buys as stock heads to 52-week lows INK preview 28 April 2022

Today, we look at private equity and asset management firm Onex (ONEX) which is showing up in our screens in an unfamiliar role.

Short Selling

Shorts still like WEED INK preview for 7 April 22

Today, we return to Canopy Growth (WEED) which has been a popular stock with short sellers this year.

Activist

Insiders bet on Bausch Health as it sets to get smaller

We end our mini-series on the Canadian Healthcare sector by looking at large-cap Bausch Health (BHC) that is planning to get smaller by splitting into three.

Energy

Insider bets on Pine Cliff Energy start to pay dividends INK preview 13 May 2022

We end our voyage in search of dividend payers in the oil patch where a junior natural gas producer has just launched a monthly payout.