Year: 2018

Skin In The Game

When last did you really need help from complete strangers? Last week my wife, daughter, and a friend headed down to the beach to ride the horses (yup, the same ones I wrote about here). To get to the beach from where the hay-burners are kept is about a kilometre

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The Next Big Score…?

To want to own gold can be a strange and terrible affliction. What incites such an urge in the otherwise sensible and rational investor? Why do we listen as the would be “gold guru” in his poorly fitting suit, hair slicked back in a twirl of pomade, climbs to the

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It’s Coming… Resource Nationalism

Early 2012 Argentina’s oil industry was controlled by Repsol, the Spanish energy giant, through YPF, its local subsidiary. By the end of the year, this was no longer the case. By then President Cristina Fernandez Kirchner’s leftist government had nationalised the oil sector, stealing YPF with the stroke of a

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RI Podcast
Jamie Keech

How To Build A Royalty Company… And Keep Your Cash

One thing I can say with respect to the royalty and streaming sector is that the equities have performed very well, on a relative basis, across many metal price environments; whether its bull markets or bear markets… in challenging price environments the royalty business model has very high margins. Dan

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Insider
Chris MacIntosh

Insider Weekly: Let’s Talk Value In Europe

Welcome back! This shot was taken by your fellow Insider member James whilst out walking his brother’s dog about a mile North of Maryport on England’s Northwest Coast. The view is across the Solway Firth to Galloway, Scotland. And these below come from member Bob who was on vacation in

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Insider
Chris MacIntosh

Time To Review Our Tesla Trade

Let’s review our Tesla trade… In June last year we put out a bearish Alert on Tesla. We want to bring you an update to this Alert as we believe recent developments are pushing Tesla ever so close to becoming another Enron (hero to zero) trade. Sure, that is a

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Becoming A Mineral Mastermind

In the early 1930’s a group of somewhat crusty professors spent their Tuesday mornings mulling about at an unassuming pub on St. Giles Street in Oxford, England. In addition to the inevitable beer and breakfast, this weekly meetup was held with the intent of discussing literature. On its surface this

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Think Macro Doesn’t Matter Anymore? Think Again!

Let me explain… It was late 90’s and I, wet behind the ears, had subscribed to a financial newsletter. It was kinda a big deal for me as I was just a kid, but more importantly broke, figuring out how to feed and house myself and pay for my uni

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