Ok. I promised it and here it is. I’m going to call this part 2 to the rare earths metals sector alert. I’ll be leaving the cobalt space for a party all on its own. That beauty is coming to you, too. Be patient with me, ok? Right, so you
The Q&A dynamic between myself and members is an interesting thing. I get a lot out of it as I’m forced to think hard about markets, portfolio management and all sorts of other fun stuff. Today therefore we’ve a treat for you. We’ve put together a collection of some premium
We have a situation where the market is becoming increasingly lopsided at a blistering pace in favour of passive indexing, ETFs and low-vol ETFs over hedge funds with smart active strategies. Read our latest thoughts on what’s likely to result in the coming years…
Welcome back! This week, we pay tribute to Danny Devito — we’re shorter than normal. I’ve got an alert for you later this week as well as two separate conversations I recorded. One on shipping with a fellow Insider member who’s spent the last 42 years navigating (excuse the pun) the shipping
Before the good stuff… the fun stuff. Here’s a fan mail I received in response to this. I guess he/she never made it as far as this part: “Don’t get me wrong. I’m not against EVs, and I’m all for technological innovation.” Though, in all fairness, it may be the
Welcome back! So much I want to share with you. Let’s get started. This, though not a sunset, comes from one of the Capitalist Exploits team while on vacation in Slovenia. I’m jealous. I hope you like it as much as I do. This Week’s Musings and Observations The key to understanding
The news of fossil fuelled cars being banned by 2040 has tree-hugging beardies everywhere rejoicing because they will, once and for all, get rid of all those ghastly baby-seal-murdering bastard oil and gas executives. But did anyone stop to think what actually powers Electric Vehicles? Hint: it’s not unicorns and rainbows. We look at this absurd situation from the point of view of an investor.
Welcome back! This photo is actually from last month from your fellow cult Insider member Candy who lives in North Carolina. Snapped from her deck overlooking Hewletts Creek which feeds into the intracoastal waterway where you can watch the boats cruise from a distance. I was going through emails and saw it
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