Hello, and welcome back! Before we get started, some pics from Bodrum, Turkey courtesy of your fellow Insider member Haden. For those of you Singaporean based members you will get to meet him as he’ll be in Singapore this weekend. Drinks around 6pm at the Hotel Jen Orchardgateway on the 27th. Looking forward to
Hello, and welcome back! Congrats to Miguel on getting married. This from his honeymoon on the Amalfi coast. And from James in the UK. This Week: Funding not secured Natural gas bottoming? How the stock market works Australians struggling Unemployment record lows The curious case of Ford The Big Five:
My buddy Kuppy, who I’ve introduced you to many times before and who you can find hanging out here, wrote a piece last week. It’s a great piece and worth sharing. More below, but first… Talking of hanging out… Kuppy, as well as Jamie, our resource guru, and Brad, our trading guru,
Hello, and welcome back! From fellow member Christoph, this sunset photo was taken on his bike ride to work in Stuttgart, Germany. Lucky man! And this one from subscriber James. Stanford, England. This last week I had a family wedding to attend, and so I took my family over to
It’s hard to think of a sector more opaque or littered with shady characters than the mining industry. Imperfect information leads to speculation, and speculation allows ample opportunity for creative interpretations (read:bullshit). This means that there is ample opportunity for investors to get screwed over by both the incompetent and
Hello, and welcome back! Both of these beauties come from your fellow member Michael. In This Week’s Musings: One of the biggest lessons from The Big Short Japan: the big long Cobalt: testing my resolve Contrarian signs: Monopoly “The Block” Australia: collapsing real estate sales volumes The quiet riot: the
No frickin’ way am I doing THAT!! A few weeks ago we had a family skiing/snowboarding trip. While sitting at the top of this, this is how my daughter responded to her brother after he invited her to join him in launching himself of the lip and into the valley
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