INK Ultra Money: When the government cheques stop

This morning, Real Vision looks at the US macro and political environment and the implications for asset prices between now and the fall. Ed Harrison interviews Darius Dale, managing director at Hedgeye, who dispassionately applies a quantitative framework to assess where stock prices are likely headed. It is a great interview because Dale is able to cut through the noise and focus on key variables such as capital spending that will likely determine if the market's euphoria about the re-opening is justified.

The phony recovery In addition, INK Research looks at recent developments at patent arbitrager Quarterhill (QTRH) which is buying back shares. Click here to watch. Canadian Insider Club Ultra members have access to premium INK Ultra Money videos including the content on our platform from Real Vision. If you are asked to sign in, choose Canadian Insider as your subscription website and use your Canadian Insider email address and password. If you are not a Club Ultra member either upgrade from your account settings if you already have an account or join us today.

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