Insider Weekly: A Sector You Should Keep Your Eye On

Welcome back! Summer has arrived with a vengeance. No really. The back of my neck is ruby red to prove it after I took the family out on the boat water skiing on the weekend. I’m actually the only one who’s completely crap at standing up straight on those damn

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An Unusual Pharma Opportunity

Welcome back! We’ve something little different for you today. This investment opportunity has come my way courtesy of my old and good friend Thomas Hugger. If you’ve not been introduced to Thomas previously feel free to go listen to my conversation with him here. Thomas is the founder and CEO of

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A Gift From The Oldies

I bumped into a friendly bloke at my local gym last week. Jim is his name. Jim tells me he just started because, and I quote, “my doctor says I’m going to die unless I do something”. Now, I assure you it doesn’t take a doctor to figure this out. One

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Insider Weekly: Time To Go Long Bricks & Mortar Retailers?

Welcome back! Now, that’s a view I think we could all raise a glass to. This gorgeous sunset comes from Austin Texas, courtesy of your fellow subscriber Brock. In This Week’s Musings and Observations: ProShares short retail ETFs – complete saturation of “FANGS” Samsung advancing batteries with graphene Oxford 100-year bond and Veolia

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Systemic Risk? Pffft! THIS, My Friends, Is Systemic Risk

Have you ever asked yourself what happens when you place a trade? I hadn’t given it much thought until about 10 years ago when something happened which opened my eyes to a single company that holds what is probably the most concentrated risk position in the US market. Here’s what

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Adoption, Not Just A Game For Brangelina

Who would have guessed that US Patent No. 3,906,166, granted in 1975 to Martin Cooper of Motorola would completely change the world? My kids tell me that was a long time ago, which I suppose it was…. Here’s global cell phone penetration over the last decade. Not bad… With hindsight

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Insider Weekly: When Will The Great Australian Housing Boom End?

Welcome back! Hat tip to Stephen for this beauty from Santa Barbara, California. In This Week’s Musings and Observations: Aussie housing: Walking a tightrope blindfolded after a bottle of Kalashnikov vodka Cobalt/EV vs. the rare earth mania of 2011 BMW (Maybe I’m biased) Fantasy land (More on the Tesla’s truck) Combustion engines dead?

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The Candle Problem (And Why Bitcoin Is Misunderstood)

Karl Duncker, that’s who came up with it. The Candle Problem, that is. If you haven’t heard of the candle problem, here’s the skinny. In 1945, just as Hitler was murdering himself (thankfully), psychologist Karl Duncker was turning his attention to how humans solve problems. He came up with “the candle

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