INK Ultra Money: Has the hope phase ended?
"What's going to happen next?" Will it be a D or G economy? The truth is no body knows for sure. That is why I am really looking forward to this new two-week series that Real Vision has put together to assess what could lie ahead, drawing on varying perspectives from some of the biggest names in finance. Raoul Pal returns to kick off the campaign and update viewers on how his "unfolding" thesis has evolved over the past month.
Looking at 5-year yields and the euro
Also, today on INK Ultra Money and Ultra Money Free, INK looks at a G-economy stock that has grabbed the attention of one of China's biggest mining players.
Canadian Insider Club Ultra members have full access to both free and premium content. If you are not an Ultra member, join us or upgrade today.
1. Global Recession: What's Next? - Real Vision
Raoul Pal argues that swift policy response has ended the liquidity phase and ushered in the hope phase faster than previous bear markets -- but the question still remains, "Will hope turn to normalcy or will it give way to insolvency and depression?" Raoul also explains why the bond market is screaming that U.S. rates will go negative and informs viewers on his personal asset allocation. Filmed on May 6, 2020. Watch>>
2. First Quantum in fashion - INK Research (free)
Copper producer First Quantum Minerals (FM) will be re-entering the INK Canadian Insider Index during the Index's quarterly rebalancing on Friday. INK Research looks at some of the factors that are driving the stock up the INK Edge rankings. We have made this video summary and report free for the entire Canadian Insider community, but due to network congestion there may be a delay of a few hours before it shows up on INK Ultra Money Free.
Chinese mining player was sniffing around the lows
In case you missed the INK Research May 7th report on Russel Metals which we ended up featuring in the Globe and Mail over the weekend, watch it here (free)>>
Ultra members, if you are asked to sign in to view premium conent, select Canadian Insider as your subscription website.