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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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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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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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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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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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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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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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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