Month: March 2019

Insider
Chris MacIntosh

Insider Weekly: A Growth Story To Make You Cry

Hello, and welcome back! Two photos from Stephan in Tasmania. This Week China cranking up fuel cells A “growth” story to make you cry (with laughter) Uranium Where we sit in the cycle Huge yields on coal stocks Lynas: not what we were looking for, but we will take it!

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The End Of NATO (Part 2): Why War Is Coming To Europe

The object of war is not to die for your country but to make the other bastard die for his. George S Patton This is part 2 of my first article discussing NATO. It’ll make more sense if you’ve read part 1. If you’ve already read it, cool. If not,

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Global Trends
Chris MacIntosh

NATO Is Obsolete – How It’s Coming to an End & What It Means

After the Nazis were finally beaten and the little man with the pedophile moustache had done what he should have done a couple of decades prior (kill himself), there existed a new threat: Communist expansion into Europe. And so to counter this, the United States and what was at the

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RI Podcast
Jamie Keech

The Coming $10 Billion Discovery And The New Age Of Exploration

People always tend to think that an exploration company can only be sold for $1 billion dollars. One day we’ll have a discovery that will be sold for $10 billion or $15 billion… or even $20 billion. These are normal numbers in tech, but in our industry, people think it’s

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Insider
Chris MacIntosh

Insider Weekly: The Rise Of Tribalism

Hello, and welcome back! Two photos this week from subscriber Al in NZ. This Week A decade long bull market Value vs. growth Take a closer look at zinc The world’s worst short? Global supply deficits in base metals Ken Fisher on Europe…. and those 9-year options Uranium master class

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Insider
Chris MacIntosh

Insider Portfolio Review: Part 3

This is an update to our alerts on battery metals from late 2017 (October 2017, cobalt) and early 2018 (January 2018, vanadium).  We’re combining all these themes into one theme: Battery technology. The essence of combining all these individual commodities/technologies into one theme is firstly that the firm is macro

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Financial Markets
Chris MacIntosh

Hallmarks For A Spectacular Boom

Three examples, one common thread. See if you can spot it. Example 1: Dot-com I remember the dot-com era. Not because I knew what was taking place. Hell, I was not much past my teens and still cutting my teeth in the investment banking world, so I didn’t fully grasp

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