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!
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,
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
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
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
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
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
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