Year: 2019

Resources
Jamie Keech

Greg Smith: Entrepreneurship in the Mining Industry

“We had some extraordinarily stressful periods of time that required a tremendous amount of work. What got us through that was the bullheaded tenacity to keep pushing no matter what happened and trying to manage stress in a way that was productive, and not falling apart or giving up…” Greg

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Things are Changin’

Lately, we have been thinking about energy. Specifically, how energy policies are shaping the global environment. Where do we see supply and demand dislocations? What trends are taking hold? And, most importantly, how are we going to make money from these changes? All of these questions are tied to our

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So how’s that “paperless society” going?

I have a kindle. Thought it was a bit odd when I first used it…like single ply toilet paper, it works, but you know there’s better. Speaking of better. You know what’s better?  Well triple ply of course…and paper books. No not paper books for that, that’s gross…for reading. Paper

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General Investing
Chris MacIntosh

What Does Your Investment Portfolio Diet Look Like?

If eliminating carbs and sugars from your diet would help you shed that spare tyre, in oh…say two weeks, you’d be motivated to commit to saying nein to that pizza and cheesecake, right?  Wrong.  After five years, as many as 95% of dieters will be back to where they started,

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General Investing
Chris MacIntosh

Macro Hedge Funds: Creating The Right Mix of Assets

I have a friend. He’s a gold bug. He’s also…how do I say this? Eccentric! I went around to his house recently and he showed me this gold bar. He’s using it as a door stop. I mean it looks like what it is. A bloody gold brick. It’s a

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German Energy Policy – A Page Out Of Crazy!

Germans are awesome but Gawd their government is f’ing dumb. Here they are implementing their new energy policies. In the article “verdammt-dumm-germany-takes-stupid-to-a-new-level” last year when discussing Merkel we predicted that…. “she managed to form a coalition government that’ll now (because it’s left of left) pursue certain policies which are …

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Resources
Jamie Keech

RJ Lyons: Everything you Need to Know about Shipping

“This past year has been fairly weak until the last 2 or 3 weeks…. VLCCs, which are 2 million-barrel ships, went from making, in the spot market, $30,000/day to $325,000/day in 14 days.” RJ Lyons is the President & CEO of Mjolner Shipping, focusing their operations on crude oil and

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