Year: 2019

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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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

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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

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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

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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.

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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

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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

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Accessing The World’s Most Challenging Projects

The real risk to projects in the extractive industries are typically not below the ground… If we are going to be able to differentiate ourselves and produce a strategic competitive advantage the skill set is in operating in difficult environments. Tom Mills Works with Two Oceans Strategy Tom Mills is

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