Tag: energy

Climate Change
Chris MacIntosh

Investing For The Greenwash Bubble

The clean energy revolution and its unachievable targets opens up huge opportunities for investors to protect their wealth and profit from the mass delusion of this movement

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These Changes Promise to Completely Change Global Markets

While scenes of frowning people wearing face masks continue to capture and maintain the limelight there have been some very important shifts gaining momentum in the global political landscape. Wuhan Zombie flu I mean COVID-19 and the economic knock on effects of the virus will likely only exacerbate and accelerate

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BQP - Uranium Pricing
Podcasts
Chris MacIntosh

The Big Question Podcast: Sachem Cove

In this episode of the Big Question Podcast, we lift the lid on what can only be described as incorrect uranium pricing, how it’s transpired and ultimately what it means for uranium pricing and all those uranium stocks you own going forward.

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Coronavirus. Listen in to what the professionals are doing

Chris MacIntosh, Brad McFadden principal at Glenorchy Capital and co-editor of Insider at capitalist exploits, Harris (Kuppy) Kupperman from Praetorian Capital, Mike Alkin and his lead analyst Tim Chilleri from Sachem Cove partners, and last but certainly not least, Tim Staermose author of the 4th Pillar at Sovereignman take you through our thoughts on the likely outcomes of Covid-19.

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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

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Financial Markets
Chris MacIntosh

Pop Quiz: What’s The Most Asymmetric Energy Play?

First, some fun facts regarding the Pareto distribution: Business: the top few customers account for a bulk of the profits Insurance: a small number of big claims account for a bulk of payments Settlement: a small number of cities include a bulk of the population Languages: the most frequent words

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World Out Of Whack
Chris MacIntosh

World Out Of Whack: Electricity YAY!

The news of fossil fuelled cars being banned by 2040 has tree-hugging beardies everywhere rejoicing because they will, once and for all, get rid of all those ghastly baby-seal-murdering bastard oil and gas executives. But did anyone stop to think what actually powers Electric Vehicles? Hint: it’s not unicorns and rainbows. We look at this absurd situation from the point of view of an investor.

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Letters from a Hedge Fund Manager – Part IV

In today’s penultimate piece on shale oil (you can catch up on the previous letters here: Part I, Part II, and Part III), Harris talks about the role of central bankers of the world in the current energy bloodbath. Enjoy! [hr] Date: 20 January 2015 Subject: There Will Be Blood – Part

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