Wars have Been Fought over Less

When I first visited Asia nearly 2 decades ago I felt like a giant….still do. Here’s why…even though this chart is 10 years old my guess is it’s not changed a great deal. The other thing I remember is that if I’d been to the gym that day, after a meal..I’d order another. And I’m not a big guy…or fat, or a pig, and I’m pretty sure I’ve no intestinal worms devouring what I put in. Thing is, a small

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Chris MacIntosh January 25, 2020 2 Comments
Current Affairs/Politics
Chris MacIntosh

Fed Policy, Chaos Theory, Shale and Dangerous Miscalculations in the Middle-East

Chaos theory was first defined by James Yorke and T.Y. Li in 1975. What it tells us is the uncomfortable truth that the world can and does sometimes go to shit doesn’t follow a predictable pattern.  Chaos theory is usually associated with math or physics because those subjects are its origin, but as you’ll see, it goes well beyond that.  Many years ago, I worked on a project with a bunch of folks at an organisation. We’ll just call that

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Chris MacIntosh January 17, 2020 1 Comment

Sex, Drugs & Reality Distortion

It’s 1972, the US is withdrawing from Vietnam and the Godfather has just been released.  A Reed College dropout is on his way to meet a new student at his dorm-room to sell him a typewriter.  After knocking on the buyer’s door, eager to get the deal done, he tries the handle and steps inside only to find his would be buyer enthusiastically mid-coitus.  Startled, he mumbles his apologies and tries to stumble back out the door.  But, like any

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Jamie Keech January 5, 2020 1 Comment
General Investing
Chris MacIntosh

Simple Not Easy

I haven’t been sick in over three years. Nothing, not a sniffle, not a cough – nada. Strong as an ox I tell my wife. And so, naturally, I am immune from anything dodgy. The terminator of sickness if you will. Except I wasn’t two weeks ago. God only knows where this bastard came from but it was the Jeremy Corbyn of stomach bugs. Born and bred to create nightmarish things to mankind. If it lingered longer, I’m sure it

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Chris MacIntosh January 2, 2020 1 Comment
Resources
Jamie Keech

Greg Smith: Entrepreneurship in the Mining Industry

“We had some extraordinarily stressful periods of time that required a tremendous amount of work. What got us through that was the bullheaded tenacity to keep pushing no matter what happened and trying to manage stress in a way that was productive, and not falling apart or giving up…” Greg Smith is the President of Equinox Gold, a mid-tier Canadian gold producer led by Chairman Ross Beaty. Greg started his career as an accountant but quickly moved into a management

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Jamie Keech December 13, 2019 1 Comment

Things are Changin’

Lately, we have been thinking about energy. Specifically, how energy policies are shaping the global environment. Where do we see supply and demand dislocations? What trends are taking hold? And, most importantly, how are we going to make money from these changes? All of these questions are tied to our end result: achieving outsized returns by anticipating capital flows. Currently, there is a massive movement happening right in front of us in the energy space, without little proper investment outlet,

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Nick D'Onofrio December 10, 2019 1 Comment

So how’s that “paperless society” going?

I have a kindle. Thought it was a bit odd when I first used it…like single ply toilet paper, it works, but you know there’s better. Speaking of better. You know what’s better?  Well triple ply of course…and paper books. No not paper books for that, that’s gross…for reading. Paper books for reading. Better than a kindle in every way. When flogging the kindle I remember Bezos explaining how we could hold an entire library on this little thing. And

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Chris MacIntosh November 28, 2019 2 Comments
General Investing
Chris MacIntosh

What Does Your Investment Portfolio Diet Look Like?

If eliminating carbs and sugars from your diet would help you shed that spare tyre, in oh…say two weeks, you’d be motivated to commit to saying nein to that pizza and cheesecake, right?  Wrong.  After five years, as many as 95% of dieters will be back to where they started, and 41% will have regained more weight than they lost. One study even found that subjecting yourself to a weight-loss diet just once doubles your odds of becoming overweight in

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Chris MacIntosh November 20, 2019 1 Comment

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