Category: Insider

insurers vs big pharma
Insider
CapEx Team

Insurers VS Pharma

“Fascism should more properly be called corporatism since it is the merger of the state and corporate power.” – Benito Mussolini Let’s go through insurers. This is important because it provides us with some means to understand a potential road map of how we’re likely to see all of this play

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backfiring
Bitcoin
CapEx Team

Backfiring

GiveSendGo CEO Sends Gateway Pundit Exclusive Statement: Fundraising Platform Sees MASSIVE Surge in Traffic and One Million in Donations to Canadian Truckers in 12 Hours! – Relentless DDOS Bot Attacks But it didn’t end there: Trudeau vows to freeze anti-mandate protesters’ bank accounts – BBC News The gloves are now

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electric vehicles, EVs, wind turbines
Climate Change
CapEx Team

GIRD YOURSELF FOR THE GRID

Here’s a fun EV fact. To match the 2,000 cars that a typical filling station can service in 12 hours, an EV charging station requires 600 50-kW chargers at an estimated cost of $24 million and a supply of 30 megawatts of power from the grid. For. Each. Filling. Station.

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different currency
Currency
CapEx Team

Holding Different Currency

We’ve got our fair share of risk at the moment. More than our fair share, really. In private conversations with Glenorchy Capital clients, one topic that often comes up is how to manage currency and banking risks. Say, for example, you’re banking in Germany, and you’re worried about the euro

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Insider
Chris MacIntosh

Insider Weekly: Is This It?

Hello, and welcome back! Lot’s of good stuff this week. When it comes to holiday breaks, some men go fishing, getting sea sick rocking in a boat while being sunburnt, or sitting on a muddy bank of a river playing with soggy foul smelling bait (and then there are others

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Insider
Chris MacIntosh

Insider Weekly: The “Profitless Prosperity Sector”

Hello, and welcome back! Thanks to subscriber Richard for this sunset shot from Northern Thailand. And this one from Stephen. Northeast Florida. This Week Notre Dame: Special edition UBER IPO A twist on shipping Brilliant — daring to tread where no one else will Water is the new coal Copper

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Insider
Chris MacIntosh

Insider Weekly: A Welfare State Without Welfare?

Hello, and welcome back! No sunset picture for you this week. No, really. Some weeks I have many submissions and I always have at least one. This week you’ve made me feel lonely. Please don’t do that again. As you know we’re balls neck deep in switching our systems over and

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Insider
Chris MacIntosh

Insider Weekly: Peak Performance For Growth

Hello, and welcome back! Early evening in Camelback mountain, Phoenix courtesy of your fellow member Ed. This Week Lyft and Uber: Peak performance for growth Deep value manager amasses offshore oil exposure A revival of offshore oil capex Greece: We’re not alone Mexico in trouble Dirty shale oil Aussie housing:

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