Tag: Agriculture

Agriculture
Chris MacIntosh

A Giant Bubble in Nonsense

That’s what Eric Weinstein calls it. To be more accurate: “We are in the middle of a giant bubble of nonsense that is 50 years in the making in my estimation” Speaking of nonsense I’ve previously discussed the ESG movement on this site. ESG stands for Environmental, Social and Governance.

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Shortages Are Not Just For Ivan

The USSR was known for many things. Shortages were absolutely one of them. It was so bad that you could wait for up to 10 years to order and receive a car. And after that 10 year wait you got to be the proud owner of one of these. And

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Insider
Chris MacIntosh

Insider Weekly: Time To Get Long Agriculture?

Hello and welcome back. Sheesh… what a week. But first: LA sunset courtesy of Insider member Kasra. Magical! And then one that looks like a watercolour painting from subscriber Michael from Idaho. Taken in Cabo San Lucas, Mexico. I’ve never touched drugs in my life, but I imagine this is

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This is the Land of Milk and Honey

A couple of weeks ago I said Jim Rogers has been wrong. I promised a follow up to that article and here it is. Truthfully, I was being a bit hard on him. Jim is an intelligent investor who has long railed against the revolving door between our political and

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Why Jim Rogers is Wrong

“If you’ve got young people who don’t know what to do, I’d urge them not to get MBAs, but to get agriculture degrees,” – Jim Rogers “All your viewers who got MBAs made a terrible mistake; they should try to exchange them for farming degrees or mining degrees”. – Jim

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Beer… It’s Not Just for Breakfast!

It’s one of the world’s oldest beverages. Brewed by the average man to stave off waterborne disease in the Dark Ages and peddled by European monasteries, today beer is a $104 Billion dollar industry comprised of many thousands of breweries, ranging from commercial to backyard. We know beer is a

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On the Ground in Mozambique

Our friend Kevin Virgil from Pathfinder Capital recently returned from a sojourn to Mozambique. Africa is a place that interests us in general. Mozambique in particular holds appeal for agricultural investment. To that end we have been exploring opportunities with Kevin and his team. Kevin just put out a note

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Talking Turkey With Chris Mayer

Turkey holds many fond memories for me. It was a country I first travelled to on a whim, after watching Midnight Express. The film is based on the true story of a young American student sentenced to spend 30 years in a Turkish prison for smuggling hashish out of Turkey.

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