Tag: Commodities

RI Podcast
Jamie Keech

Integrity, Basketball, And Sandstorm Gold’s Next 10 Years…

I think the key in life is: work super hard, work strategically, always be trying to put yourself in a position to be lucky; but sometimes things won’t work out. And when they don’t, either strategically decide to keep moving forward in the same direction, or pivot and go do

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RI Podcast
Jamie Keech

How To Deploy Venture Capital In The Resource Sector

“We find people who are very talented and we work with those people, and help out wherever we can. We focus the company on the core competency of that individual that we’ve partnered with… These people that we work with tend to have the same philosophy we have with respect

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The Next Big Score…?

To want to own gold can be a strange and terrible affliction. What incites such an urge in the otherwise sensible and rational investor? Why do we listen as the would be “gold guru” in his poorly fitting suit, hair slicked back in a twirl of pomade, climbs to the

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RI Podcast
Jamie Keech

How To Build A Royalty Company… And Keep Your Cash

One thing I can say with respect to the royalty and streaming sector is that the equities have performed very well, on a relative basis, across many metal price environments; whether its bull markets or bear markets… in challenging price environments the royalty business model has very high margins. Dan

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Resources, You Say? Whyfore?

Today I’m sharing a question from a subscriber: Chris, Love your work and it’s been making me money but your case for the new service with Jamie focussed on private placements in resources is hard for me to digest. I used to follow (name redacted) as well as a few

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Financial Markets
Chris MacIntosh

Where To For Gold?

Regular readers know I’m a big fan of discrimination. As such, I choose my friends wisely. I chat regularly with a select group of friends and colleagues whose particular areas of expertise and intellect I value deeply. Sometimes we agree… and sometimes we don’t but always the thought process is extremely

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Bonds and Gold
World Out Of Whack
Chris MacIntosh

World Out Of Whack: When Bonds Trade Like THIS Asset?

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all it’s glorious insanity.

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Oil Wells
Financial Markets
Chris MacIntosh

Letters From a Hedge Fund Manager – Part V

As the housing boom of the 2000’s minted new millionaires every second Tuesday. So, too, the shale oil boom minted wealth faster than McDonald’s mints new diabetics. Estimates by the UND Center for Innovation Foundation in Grand Forks, are that the North Dakota shale oil boom was creating 2,000 millionaires

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