Month: April 2018

Those Thieving Bastards (Trade Wars And IP Theft)

It’s ironic that while the boy child in charge of the world’s largest surveillance program feigns concern and those in charge feign outrage, the theft of intellectual property is being used as a weapon by the US government against China. As to Zuckerberg… Well, he hasn’t (to our knowledge) done

Read More »
Insider
Chris MacIntosh

Insider Weekly: Elon Musk Is Taunting Mr. Market

Welcome back! And thanks to Insider member Steve for this beauty: spring equinox in Hafrsfjord, Stavanger, Norway. In This Week’s Musings and Observations: Tariffs: complacency towards inflation? More brilliance from the Congo Musk taunting Mr. Market What’s up with Capstone? Sudan to build nuclear power plants REMs and “free” optionality

Read More »

Natural Resources & Sleeper Cells: China’s Plan For The Next 5,000 Years

Today’s article comes to you from our resident resource expert Jamie Keech. Enjoy! – Chris ———— Coming out of university, I managed to catch the tail end of the so called “super-cycle”, arguably the biggest commodities boom in history fueled by China’s explosive growth over the previous decade. Six months

Read More »

The State of Africa: NIMBY

Remember the good ol’ US housing short? How could we forget it? Especially when Margot Robbie did such a splendid job of explaining it. Well, I recall something that Kyle Bass mentioned when being interviewed about his role in it. Prior to the isht hitting the fan, and while he

Read More »