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,

Read More »

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

Read More »
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

Read More »
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

Read More »

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

Read More »

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

Read More »
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

Read More »
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

Read More »