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”
Welcome back! This edition is going to be a pretty looong one. There is a helluva lot going on which we’re covering, so sit back, relax, and make sure you’re hydrated. Just not too hydrated with the sort of hydration that makes your eyes wobble in your head. Yes, Paul,
Here’s an industry where capital has shifted from active to passive investment, where investment banks and brokers are being taken out of the equation as middlemen to companies raising equity, and most importantly, where you have the chance to profit from this massive disruption.
It’s ironic that while the boy child in charge of the world’s largest surveillance program feigns concern and those in charge feign outrage, the theft of intellectual property is being used as a weapon by the US government against China. As to Zuckerberg… Well, he hasn’t (to our knowledge) done
Welcome back! And thanks to Insider member Steve for this beauty: spring equinox in Hafrsfjord, Stavanger, Norway. In This Week’s Musings and Observations: Tariffs: complacency towards inflation? More brilliance from the Congo Musk taunting Mr. Market What’s up with Capstone? Sudan to build nuclear power plants REMs and “free” optionality
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
Today’s article comes to you from our resident resource expert Jamie Keech. Enjoy! – Chris ———— Coming out of university, I managed to catch the tail end of the so called “super-cycle”, arguably the biggest commodities boom in history fueled by China’s explosive growth over the previous decade. Six months
Remember the good ol’ US housing short? How could we forget it? Especially when Margot Robbie did such a splendid job of explaining it. Well, I recall something that Kyle Bass mentioned when being interviewed about his role in it. Prior to the isht hitting the fan, and while he
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