We’ve got our fair share of risk at the moment. More than our fair share, really. In private conversations with Glenorchy Capital clients, one topic that often comes up is how to manage currency and banking risks. Say, for example, you’re banking in Germany, and you’re worried about the euro
Insurance companies are reporting an enormous spike in young people dying. If this continues, the second order consequences could reshape markets forever.
Hello, and welcome back! Lot’s of good stuff this week. When it comes to holiday breaks, some men go fishing, getting sea sick rocking in a boat while being sunburnt, or sitting on a muddy bank of a river playing with soggy foul smelling bait (and then there are others
Hello, and welcome back! Thanks to subscriber Richard for this sunset shot from Northern Thailand. And this one from Stephen. Northeast Florida. This Week Notre Dame: Special edition UBER IPO A twist on shipping Brilliant — daring to tread where no one else will Water is the new coal Copper
Hello, and welcome back! No sunset picture for you this week. No, really. Some weeks I have many submissions and I always have at least one. This week you’ve made me feel lonely. Please don’t do that again. As you know we’re balls neck deep in switching our systems over and
Hello, and welcome back! Early evening in Camelback mountain, Phoenix courtesy of your fellow member Ed. This Week Lyft and Uber: Peak performance for growth Deep value manager amasses offshore oil exposure A revival of offshore oil capex Greece: We’re not alone Mexico in trouble Dirty shale oil Aussie housing:
Hello, and welcome back! Two photos from Stephan in Tasmania. This Week China cranking up fuel cells A “growth” story to make you cry (with laughter) Uranium Where we sit in the cycle Huge yields on coal stocks Lynas: not what we were looking for, but we will take it!
Hello, and welcome back! Two photos this week from subscriber Al in NZ. This Week A decade long bull market Value vs. growth Take a closer look at zinc The world’s worst short? Global supply deficits in base metals Ken Fisher on Europe…. and those 9-year options Uranium master class
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