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
Welcome back, I hope that you are all finding these articles as interesting as we do. This week we will only be discussing three articles as two of them are a little bit lengthy and one is an interview. Here is what we found exciting this week and some thoughts
Hello RI subscribers, we’re going to be sending out a brief weekly update about what we are seeing in the news. We know you already have enough going on during the week, and don’t want to bog down your brain any more before heading into the weekend. So, we promise
Two weeks ago, I flew to the Yukon Territory for an investment tour hosted by the Yukon Mining Alliance. Mining companies, all at different stages, pooled together capital to fly out and pitch 25 analysts, fund managers, investment bankers, and letter writers. Kudos to the tour organizers, who did an
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