NOT GOING AWAY

Not a week goes by without some suit being trotted out on CNBC, MSN, or some such propaganda outlet to most earnestly — with furrowed brow and stern expression — explain to us that yes, the end of fossil fuels is now here. Not coming, not a future inevitably, but

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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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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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“We’re out of everything” – OWTW

  PUTTING THE DOT IN DOT-COM If you’ve been around during the dot-com craze, you’ll remember market darling Sun Microsystems. “We put the dot in dot-com” was their marketing slogan. As it turned out, they really did put the dot in dot-com (though not in the way they’d probably hoped). This

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A lesson from Japan – OWTW

  IT’S BACK! The Big Question podcast is back! After a four-year hiatus (can you believe it’s been that long?), Chris sat down with oil analyst Tracy Shuchart (@chigrl) to discuss opportunities in energy and commodities. Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging

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BQP 052: Tracy Shuchart

Join Chris MacIntosh as he chats with Tracy Shuchart, one of the sharpest oil analysts around, to discuss what’s in store for the energy sector.

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The Hidden Cost of Rising Rates

The world has become used to cheap money. That paradigm is about to change, and the implications for the US dollar and certain commodities will be enormous.

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$2,000 Coat Rack – OWTW

The meltdown in popular growth/tech stocks continues. As you probably know, the ARK Innovation ETF — the barometer of the “growth” movement — got slashed in half in recent months. But the pain doesn’t end there. One of the best examples of the tech craze must be Peloton, the firm

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