OWTW
Is the Commodities Bull Market Over? – OWTW
Over the last few weeks we have seen the dumping of commodities stocks like never before. The recent pull back in anything commodities-related has folks
August 7, 2022 No Comments
Capitalist Exploits
Use This Crisis To Build Generational Wealth
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Investment Thesis: Agriculture
The Huge Story No One Is Discussing
The outbreak of Covid-19 prompted governments around the world to introduce “lockdowns”, in an effort to reduce the spread of the virus.
One of the unintended consequences has been unprecedented supply and labour destruction in our globalised food system – that was fragile to begin with.
As food is literally being destroyed on farms, it’s also not being harvested or planted…
This, we argue, has created the perfect storm for food prices to rise – and certain agricultural assets to outperform.
From the Blog
OWTW
Commodities: Is 100 Years of Market History Suddenly Wrong? – OWTW
If you’re a long-time reader, this week’s inflation print over in the US doesn’t come as a surprise. In light of that, let’s do something
July 16, 2022 No Comments
OWTW
The Blow Off Top of Socialism – OWTW
Right now, the Western world is going through what we call a blow off top of socialism, whereby the pillars of Western civilization completely blow
July 9, 2022 No Comments
OWTW
How do you say “stupid” in German? – OWTW
MAGAZINE COVERS STRIKE AGAIN Ah, what would we do without magazine covers? We previously highlighted a number of instances where a mere glance at the
June 26, 2022 No Comments
OWTW
Old DNA, New DNA – OWTW
WHEN YOU FIND YOURSELF IN A HOLE… When you find yourself in a hole, the popular saying goes, stop digging. Not the European pointy shoes,
June 17, 2022 1 Comment
Insider
WHO? THIS IS WHO NOT!
Jair Bolsonaro… Brazil will not sign the WHO Pandemic Treaty. “National sovereignty is not something to be handed over to WHO or other entities and to be
June 14, 2022 1 Comment
Why We're Different
We are not ‘publishers’, we are investors whose mandate is simple: to identify asymmetric risk/reward opportunities wherever they may lie. We are not wedded to any asset, sector, jurisdiction or investment vehicle, but instead use subject-matter experts to guide us on diligencing opportunities that enable us to achieve outsized returns.
Sign up to get “Our World This Week”, separating the signal from the noise each week. It’s an email with a concise list of what we’ve been looking at for the week, as well as notifications for when we have new investment analysis or ideas available.
Our Contributors
Chris MacIntosh
Chris has founded and built several multi-million dollar businesses in the investment arena including overseeing the deployment of over $30m into Venture Capital opportunities and advising family offices internationally. Prior to this, Chris built a career at Invesco Asset Management, Lehman Brothers, JPMChase, & Robert Flemings.
Jamie Keech
Jamie is a Vancouver-based financier with a background in mining engineering. Having worked on mining projects across the world, he is focused on providing catalytic capital to high-quality teams in the mining and natural resources sector, which he believes is on the cusp of reversing its multi-year trend of being an unloved market.
Bradley McFadden
After managing high net worth private client funds at Henry Ansbacher, Brad managed a proprietary trading book for Rand Merchant Bank in South Africa & Australia. Brad’s speciality is in identifying opportunities in extreme out of favour themes globally and executing strategies to achieve asymmetric payoffs.
Harris "Kuppy" Kupperman
Kuppy (Harris Kupperman) is the founder of hedge fund Praetorian Capital, which in its first 5 years saw every dollar invested on day one be worth over $26 before fees. Kuppy later founded Mongolia Growth Group, a company focused on strategic investments in this exciting economy, and recently re-opened his investment fund focused on macro opportunities globally.
Latest Podcasts
Podcasts
Dylan Grice on Finding Value
Dylan Grice isn’t a Golden Globe-award winning actor, nor is he a social media celebrity, he’s 100 times better. He’s a deep thinker who before
July 2, 2020 1 Comment
Resources
A Look Under the Hood of U.S. Shale Oil Production with Scott Lapierre
“We have always known that shale oil wells decline fast… but the reality is, they decline even faster than expected.” Scott Lapierre has spent the
March 25, 2020 No Comments
Podcasts
The Big Question Podcast: Sachem Cove
In this episode of the Big Question Podcast, we lift the lid on what can only be described as incorrect uranium pricing, how it’s transpired and ultimately what it means for uranium pricing and all those uranium stocks you own going forward.
February 25, 2020 No Comments
Hedge Fund Live Chat
Follow our money managers as they chat live, providing unfiltered analysis and commentary on how they’re positioning their capital and that of their clients.
