Welcome to part 2 of our portfolio review (you’ll find part 1 here). Let’s dig in. There is a lot to cover. Shipping No change. We are bullish on the shipping sector overall (via exposure to the Guggenheim Shipping ETF) but we are focussed on the dry bulk sector (represented by
Welcome to what is part one of a review of the Insider portfolio. Before we do that just a few words on the portfolio. This portfolio is designed to keep “score” of what our big calls are and how they are travelling/performing. We update the portfolio at the end of each
Welcome to this week’s issue of the Weekly. As per tradition, here’s a mystical sunset taken in Siem Reap from fellow Insider member Haden. In This Week’s Musings and Observations: That “correction”… and THE most significant thing to take note of Energy storage mega-trend DRC, mining taxes, and idiots The cat and
115.6% — that’s how much the VIX moved on Monday. And that was all it took to end the life of the VelocityShares Daily Inverse VIX Short-Term ETN (XIV). And now we have pundits on TV expressing their shock and dismay. Really?! This is plain silly. It’s worse abuse than
Take a look at any capitalist endeavour and you can be pretty damn sure something is being arbitraged. Time, competence, incompetence, skills, labour, taxation variances, speed of manufacturing, cost of manufacturing, speed of distribution, cost of distribution, distance, ease of business. The list is as endless as Charlie Sheen’s reasons
Welcome to this week’s issue of the Weekly. Here’s a sunset from Lake Havasu, Arizona. Turns out they have an annual hot air balloon festival, which your fellow Insider member Patrick attended recently. Damn! Aren’t’ we so lucky to live on such a gorgeous planet? In This Week’s Musings and Observations: Bond
Recall in May of last year Moody’s downgraded China. The financial media immediately loaded their shopping carts with predictions of catastrophe, extrapolating the worst collapse in history. THIS was it. 2008, remember, was still as fresh in their minds as the smell of their early morning coffee. The path ahead
…so that we can live happily. There’s a lot of retired people where I live. It’s just a function of what people choose to do when they’ve spent their life working, and then finally, once they have the means to, choosing a lifestyle they’d always dreamed of. Lots of sunshine,
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