Month: March 2018

The Problem With Turkeys: A Curious Case For The Platinum Group

Nobody has made the case for unpredictability of complex systems or examined the risks of using past events to predict future ones better than author Nassim Taleb. But perhaps no one has felt this dilemma more acutely than your Thanksgiving turkey. In his book, Anti-Fragile, Taleb describes what he calls

Read More »
Insider
Chris MacIntosh

Insider Weekly: Things Are Heating Up In The Cobalt Market

When you think of Australia you don’t think of snow, so here’s a surprise one for you. This week’s sunrise comes to us from Brad, who lives close by the iconic Craig’s Hut in the Australian Alps (and believe it or not, it snows a lot there in winter). This

Read More »
Insider
Chris MacIntosh

Oil Wells That End Well?

It was May 21st, 2008 that none other than the New York Times ran this article: An Oracle of Oil Predicts $200-a-Barrel Crude It came on the back of a tsunami of bullish calls on oil. Here’s the chart. The red arrow pinpointing May 21st, 2008. That was then. And

Read More »

Dissecting the Mining Industry: Betting the Jockey

Today we’re hearing from our resident mining guru, Jamie Keech. Jamie’s previous article on a bull market in nickel was well received, and today he delves into some key principles for every resource investor. – Chris ———— Let’s start with a quote: “For to everyone who has will more be given,

Read More »
Insider
Chris MacIntosh

Insider Weekly: Killing Two Birds With One Stone

Good morning from a very wet New Zealand. We’ve a cyclone hammering us at the moment and the damn power has blinked out on me for some time today. So my apologies for the delay in getting this into your hands, but shit happens. Behind my house, looking away from

Read More »

Hands Up, Who Wants To Be Long Crazy?

A woman with far too large teeth tells us she’s going to implement “wellbeing economics”. None of this fluffy growth or real income levels… or purchasing power. Nah! Real solid stuff like how we all “feel” about each other. It’s out of the pages of a book that includes stories

Read More »