Starvation in the Yukon – Gold Mining in The North

Two weeks ago, I flew to the Yukon Territory for an investment tour hosted by the Yukon Mining Alliance. Mining companies, all at different stages, pooled together capital to fly out and pitch 25 analysts, fund managers, investment bankers, and letter writers. Kudos to the tour organizers, who did an excellent job. The trip was an awesome experience, not only because of the range of projects I was able to see, the new leaders I met, and the truly stunning

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Nick D'Onofrio August 13, 2019 2 Comments

Hong Kong, We Will Miss You

The Hong Kong of today won’t be the Hong Kong of tomorrow. Now, I know what some of you are going to say. That Hong Kongers are just money grubbing, fast moving, fast eating, efficiently evolved economic animals. There is a nugget of truth in that. It’s what happens when freedoms are granted to folks. I dare say it’s better than many alternatives. You know, slow moving, rarely eating, impoverished economic slaves, which is precisely what you’ll find in most

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Chris MacIntosh August 6, 2019 15 Comments

Pot Stock ETF’s Are Making History Repeat Itself

I’ve been thinking that at some point in the future I want to buy the snot out of pot stocks. Did I say in the future? Let me explain by taking you back to the 2000’s. Remember the mid 2000’s? Nokia was still “the bomb”, wearing bandanas was cool, and alternative energy was “en fuego”. Solar, wind, you name it. 2008 was the peak. It was also when the solar ETF (TAN) was launched. Remember, investment bankers sell product, and

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Chris MacIntosh July 18, 2019 2 Comments
Financial Markets
Chris MacIntosh

As Gold Nudges Higher – What Michael Burry Predicted

When Michael Burry saw the impending housing crisis looming large, he went out and bought credit default swaps on subprime mortgages. What did he know that the broad market didn’t? He knew the structure of the housing market better than most because he did the homework. He dug through the numbers and looked at the mortgages that formed the different tranches. In short, he knew it as if he’d built the entire pile of isht himself. He knew it was

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Chris MacIntosh July 5, 2019 1 Comment
Financial Markets
Chris MacIntosh

Seems Today’s Oil Stocks Were Yesterday’s Tobacco Stocks

From 1954 to 1999 this guy was on the cover of every magazine. He was also regularly featured in those ads you’d see just before a film kicked off at the cinema. And just in case you never read magazines or watched movies, he was on giant billboards, distracting you from looking at pretty girls on sidewalks. We could say that at least until the late ’70s, it was good times for tobacco stocks. But we all remember how the

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Chris MacIntosh June 28, 2019 5 Comments

Dad, We Need To Talk

Not a week goes by when I don’t get a request to post an article on this site. You’ll notice that I never do so. Not because I’m an asshole, but because it’s too time consuming for me to vet who folks are, what they’re selling, and so forth. You’ll also notice that I do occasionally feature articles, but they’re written by trusted good friends, professionals — people I’ve typically known for years and are of high quality. But today

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Chris MacIntosh June 20, 2019 2 Comments

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