Win By Arbitraging Impatience

Hola! Relaxing by the poolside — despite the appeal to most — just isn’t my thing. And since I get bored too quickly and start annoying my family we don’t do that sort of “relaxing”. Rather a multi day tramp in one of the most spectacular untouched native forests in

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When All Else Fails, Raise Hemlines

Saudi Arabia The arrival of cinema (after a 35-year ban), comedy shows, woman driving. What the hell is happening? At this rate, within a few months Saudi woman will be tottering around in lululemon and enraging the clerics via Instagram in their yoga pants. I could think of worse things.

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Insider Weekly: Collateral Damage Of Rising Rates

Welcome back to what is our second issue of the Insider Weekly. It’s a new day in New Zealand (the first in the world to wake) as the sun rises over the Coromandel Peninsula and the Hauraki Gulf, a couple of hours drive from where yours truly lives. It’s been wonderful

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The Next Commodity To Pop

The world’s stampeding towards a different energy future. One the beardies have been campaigning for. A “greener” one. It’s already presented you with many great opportunities (see our cobalt and rare earths Alerts for updates if you’ve forgotten, or are new around here and finding your way), and I expect to continue to do

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Tell Me Again Why You Need Money

We’ve closed the door on 2017 and clutching those New Year’s resolutions hatched under the “alfuence of incahol” we strive boldly into 2018. Being a boring old fart I’ve nothing new for the year but rather sticking to old principles. One of those is to steer clear of bad ideas

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Insider Weekly: A Smorgasbord Of Investment Themes

Welcome to 2018! I’m not going to call this note it a Weekly because it’s not really. Instead, it’s going to be all over the show, so consider yourself warned. It’s also going to drag up debris from the past and try to make sense of what may lie ahead

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Insider Weekly: Yet Another Contrarian Sign

Welcome back! I’ve got quite a bit for you this week. And thank you to Insider member Michael for this stunner from Idaho. Before I even get into the weekly deals I’ve something I want no…must share. This, my friends, is the US 5-year, which I dare say has just broken out… and

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This Bull Market Won’t Nickel-And-Dime

Today you’re in for a treat. Jamie Keech, who joined our merry band of men here some months back, is uniquely positioned to bring much, much more to the table than I ever could when it comes to the commodity spectrum. It’s why, quite frankly, we wanted him. But aside

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