Month: March 2019

RI Podcast
Jamie Keech

Mining Investing For The Risk Averse

Our risk profile is so different than a traditional mining company. And Why? Because we’ve taken so many of those risks out of the equation. Randy Smallwood is the President & CEO of Wheaton Precious Metals, a Vancouver based metal streaming company that was instrumental in pioneering the model. Randy

Read More »
Insider
Chris MacIntosh

Insider Weekly: Not Our Problem

Hello, and welcome back! Instead of a traditional photo shared from a subscriber, this week I present to you a video clip taken in Johannesburg. South Africa is a theme we’ll touch on in this week’s issue. This Week Staying alive Not our problem, frankly How does Musk keep it

Read More »
Financial Markets
Chris MacIntosh

What Comes After A Yard Sale?

A man walks into a doctor’s office. “I’ve hurt my arm in several places,” he says. The doctor shrugs. “Well,” he replies. “Don’t go there any more.” I can’t recall where I heard that one but it’s funny because nobody intentionally does something that will hurt them. It’s stating the

Read More »
Financial Markets
Chris MacIntosh

What Would You Have Done?

Let’s analyse the formation of the bond bull market which began in 1982. We’ll use the US 10-year as proxy. Here it is in all its glory: The 60’s and 70’s saw bond yields run from a low around 4% to over 10% at the tail end of the 70’s.

Read More »

Resource Insider Monthly: Jetlag & Mega-Mergers

Happy March RI members! It has been a busy and, at times, exhausting month. For me much of the last few weeks has been spent on an airplane. As I write this, I’m sitting on a flight heading to NYC from Sao Paulo, Brazil after spending the last week and

Read More »

Something Bullish Developing in Gold

Today’s article comes to you from Brad McFadden, the head trader at Capitalist Exploits Insider and the co-founder of Glenorchy Capital. Something bullish appears to be developing in gold, and we believe that it is indicative of the beginning of a breakdown in the confidence of government bond markets. Given

Read More »