Today, I spoke once again with our in-house resource mining engineer Jamie Keech. When a resource company runs 10x there is a big song and dance about it… and fair enough. The issue is that for everyone that does it, about 90 don’t… and nobody makes much mention of this dynamic. De-risking investments is a [Read More]
This Giant Industry Is Starving For Capital
Following directly on from the discussion last week about capital formation in the resource industry, our in-house mining expert Jamie Keech and I today dig deeper into the current capital starvation in the resource industry and much, much more. Here are some things we discuss, which we believe are “uber importante” for investors today: One geopolitical [Read More]
China’s Role In The Coming Commodities Boom
In this far reaching podcast episode discussing the relationship between geopolitics and resources, we delve into China, and its role in the impending commodities boom [Read more]
Podcast Special: Member Questions Answered
The Q&A dynamic between myself and members is an interesting thing. I get a lot out of it as I’m forced to think hard about markets, portfolio management and all sorts of other fun stuff. Today therefore we’ve a treat for you. We’ve put together a collection of some premium content from our Insider program, [Read More]
World Out Of Whack: India Stack and Bitcoin (An Insider’s View)
Before the good stuff… the fun stuff. Here’s a fan mail I received in response to this. I guess he/she never made it as far as this part: “Don’t get me wrong. I’m not against EVs, and I’m all for technological innovation.” Though, in all fairness, it may be the collagen talking. Either way, definitely [Read More]
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