INK Ultra Money: Golden sunny days

On Wednesday, we released our INK May Top 20 Gold & Precious Metals Report. This month we ran into a nice problem, at least if you are a precious metals mining investor. We had so many mining stocks with Sunny INK edge outlooks, they could not all make it into the Top 20.

We are running into this situation of a surplus of names more frequently. We seem to be entering a new golden period for miners and junior miners in particular. Some of the names that did not make it into the Top 20 include Golden Bear Resources (GBR) and Torq Resources (TORQ). There are 19 in total which include some poly-metallic miners. I have posted the complete list in INK Chat>>.

Canadian Insider Club and Ultra members are eligible for an invitation to INK Chat. Check your inbox for your registraton link or contact us if you did not receive it. If you are not a Canadian Insider Club Ultra member, today is great day to join because we are offering 50% off the first year of a new membership. Just redeem coupon code BTCLIVE at checkout. This coupon expires Saturday and only new Club Ultra memberships are eligible. Other benefits of an Ultra membership include access to INK and Real Vison videos on INK Ultra Money.

On INK Ultra Money today we feature one of the stocks that made the Top 20 list. Palladium junior Generation Mining (GENM) is the only miner on the list not focused on gold & silver. Watch the video summary below and read the full report (free).

Is a palladium rally needed to boost the stock?

We also have a fantastic premium interview for fundamental investors with Stephen Clapham, founder of Behind the Balance Sheet.

In this Real Vision episode filmed on May 27th, Stephen takes a no nonsense look at the growth versus value debate. He also makes the case for more inflation down the road as surviving firms gain more pricing power despite the appearance of excess capacity in the economy right now.

The last year growth was this expensive: 2000

If Stephen is right, we will have bigger companies in an environment that we believe will be dominated by big government. Such a scenario is consistent with our G-economy case which is characterized by government-led inflation. While the deflationary D-economy case could prevail, the G-economy remains a risk to the popular pre-March 2020 playbook of being overweight government bonds and software stocks.

Finally, don't forget to watch the Real Vision Daily Briefing after the close every trading day on INK Ultra Money>>