Resources
Jamie Keech

RJ Lyons: Everything you Need to Know about Shipping

“This past year has been fairly weak until the last 2 or 3 weeks…. VLCCs, which are 2 million-barrel ships, went from making, in the spot market, $30,000/day to $325,000/day in 14 days.” RJ Lyons is the President & CEO of Mjolner Shipping, focusing their operations on crude oil and refined products. RJ started working in the shipping industry after graduating from the US Merchant Marine Academy where he gained his ship officer’s license. From here, RJ’s career moved forward

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Fossil Fuels
Bradley McFadden

Hydrocarbon: A Compound We Use, A Compound We Need

Over the past few months, we’ve seen some of the most extraordinary events from the anti-fossil fuel/extinction rebellion movement.  We have protestors jumping on planes: Gluing themselves to roads With one protestor even gluing her breasts to the road – 10 points for dedication to the cause to her. From a BBC article about the global protests: The protests have taken place in countries including the US, UK, Germany, Spain, Austria, France and New Zealand. Participants have glued and chained

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Resources
Jamie Keech

The Evolution of Mining Finance As Told By Doug Silver

“You never learn when you’re successful, you only learn when you do things wrong…so I’m extremely well educated.” Doug Silver, PM at Orion Resource Partners & Jamie Keech at the Beaver Creek Previous Metals Summit The Man In The Mining Hall Of Fame Doug Silver is a portfolio manager at Orion Resource Partners, an alternative investment management firm with $6 billion in assets under management. Before Doug’s role at Orion, he built and sold two royalty companies. One of them,

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Resources
Jamie Keech

Mickey Fulp: the Mercenary Geologist

“I know the CEO of every company I own…… Looking people in the eyes is very important. I have a few trick questions up my sleeve that will separate the pretenders from contenders.” Mickey Fulp runs a newsletter called the Mercenary Geologist, it is a large well-established newsletter in the mining industry, funded primarily by the companies covered.   Before writing a newsletter, Mickey worked as a reservoir engineer, an analyst, and a geologist. All of these experiences led him down

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Greta Thunberg Sailing Towards Public Criticism

Move over Tom Cruise, Scientology is no longer “the bomb”. Instead, we’ve a new religion in town. So grab your vegan dinner, and book your yachts, because this one has all the basic human traits that make religions successful. Professor of Psychology, Steven Reiss, over at the Ohio State University, who is the author of The 16 Strivings for God, found that there are 16 basic human desires that all “successful” religions manage to satiate. It is these basic desires

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The Ultimate Cognitive Dissonance Trap was Just laid

From wikipedia Cognitive dissonance – In the field of psychology, cognitive dissonance is the mental discomfort (psychological stress) experienced by a person who holds two or more contradictory beliefs, ideas, or values. This discomfort is triggered by a situation in which a person’s belief clashes with new evidence perceived by the person. When confronted with facts that contradict beliefs, ideals, and values, people will try to find a way to resolve the contradiction to reduce their discomfort. Someone stuck these

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General Investing
Chris MacIntosh

Social Inequality – Eat The Rich. THIS is How We Get There

A popular story told is that inequality is a bad thing and brings social discontent. That’s the wrong way to look at it. Inequality itself isn’t the problem. In fact I’d say it’s necessary for society to progress. Let me explain. When we see our fellow man working hard and reaping the rewards…we think to ourselves. “Damn, what a legend”. Silently, we may envy him, but really, we know that if we’re to be honest he(or she…not being sexist, you

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Resources
Jamie Keech

Finding the Best People & Betting the Jockey

The overarching set of skills that makes someone great, that lets them outperform their peers, perhaps exponentially, are: Do they have a track record? Have they spent time in the trenches? And, do they have emotional intelligence, are they self-aware? There is a prevailing ethos in the mining sector of “bet the jockey”. The idea being that if investors put their money behind great people success will take care of itself. But, how do we identify great people? Answering this

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