General Investing
Chris MacIntosh

Macro Hedge Funds: Creating The Right Mix of Assets

I have a friend. He’s a gold bug. He’s also…how do I say this? Eccentric! I went around to his house recently and he showed me this gold bar. He’s using it as a door stop. I mean it looks like what it is. A bloody gold brick. It’s a small brick. A 1kg bar. Still that’s 32.15 ounces sitting there on his floor, making sure the wind doesn’t catch the door and blow it shut. He told me his

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Chris MacIntosh November 18, 2019 2 Comments

Lessons from the Russian Ruble collapse and What it May Tell us About Bitcoin

It was 1998 and the Ruskies were having a bad time…. Not a “bad hair day, dog shat on the carpet sort of bad time. No! A really f’ing bad time. For the previous decade they’d been running a fixed exchange rate that was tenuous at best. Though they where running a fiscal deficit that could only be described as batsh!t crazy it kept trucking on thanks to a strong oil price and bullish ferrous metals markets. Then the Asian

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Chris MacIntosh November 14, 2019 1 Comment

German Energy Policy – A Page Out Of Crazy!

Germans are awesome but Gawd their government is f’ing dumb. Here they are implementing their new energy policies. In the article “verdammt-dumm-germany-takes-stupid-to-a-new-level” last year when discussing Merkel we predicted that…. “she managed to form a coalition government that’ll now (because it’s left of left) pursue certain policies which are … how do the Germans say it… verdammt dumm.” Verdammt dumm is about right. Here we are about 18 months later.  “Reporting from Berlin —  Germany, one of the world’s biggest

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Chris MacIntosh November 8, 2019 3 Comments
Resources
Jamie Keech

RJ Lyons: Everything you Need to Know about Shipping

“This past year has been fairly weak until the last 2 or 3 weeks…. VLCCs, which are 2 million-barrel ships, went from making, in the spot market, $30,000/day to $325,000/day in 14 days.” RJ Lyons is the President & CEO of Mjolner Shipping, focusing their operations on crude oil and refined products. RJ started working in the shipping industry after graduating from the US Merchant Marine Academy where he gained his ship officer’s license. From here, RJ’s career moved forward

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Jamie Keech November 6, 2019 1 Comment
Fossil Fuels
Bradley McFadden

Hydrocarbon: A Compound We Use, A Compound We Need

Over the past few months, we’ve seen some of the most extraordinary events from the anti-fossil fuel/extinction rebellion movement.  We have protestors jumping on planes: Gluing themselves to roads With one protestor even gluing her breasts to the road – 10 points for dedication to the cause to her. From a BBC article about the global protests: The protests have taken place in countries including the US, UK, Germany, Spain, Austria, France and New Zealand. Participants have glued and chained

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Bradley McFadden November 1, 2019 1 Comment
Resources
Jamie Keech

The Evolution of Mining Finance As Told By Doug Silver

“You never learn when you’re successful, you only learn when you do things wrong…so I’m extremely well educated.” Doug Silver, PM at Orion Resource Partners & Jamie Keech at the Beaver Creek Previous Metals Summit The Man In The Mining Hall Of Fame Doug Silver is a portfolio manager at Orion Resource Partners, an alternative investment management firm with $6 billion in assets under management. Before Doug’s role at Orion, he built and sold two royalty companies. One of them,

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Jamie Keech October 30, 2019 1 Comment
Resources
Jamie Keech

Mickey Fulp: the Mercenary Geologist

“I know the CEO of every company I own…… Looking people in the eyes is very important. I have a few trick questions up my sleeve that will separate the pretenders from contenders.” Mickey Fulp runs a newsletter called the Mercenary Geologist, it is a large well-established newsletter in the mining industry, funded primarily by the companies covered.   Before writing a newsletter, Mickey worked as a reservoir engineer, an analyst, and a geologist. All of these experiences led him down

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Jamie Keech October 23, 2019 1 Comment

Greta Thunberg Sailing Towards Public Criticism

Move over Tom Cruise, Scientology is no longer “the bomb”. Instead, we’ve a new religion in town. So grab your vegan dinner, and book your yachts, because this one has all the basic human traits that make religions successful. Professor of Psychology, Steven Reiss, over at the Ohio State University, who is the author of The 16 Strivings for God, found that there are 16 basic human desires that all “successful” religions manage to satiate. It is these basic desires

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Chris MacIntosh October 17, 2019 2 Comments

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