Dr. Scott Tinker, Switch Energy — Finding the Radical Middle (#65)
Youtube Twitter JOIN NOW Dr. Scott Tinker, Switch Energy — Finding the Radical Middle (#65) “I think the challenge with the renewables, the solar and
Robert Bryce, Energy Expert — Breaking Down the Energy Grid (#64)
Youtube Twitter JOIN NOW Robert Bryce, Energy Expert — Breaking Down the Energy Grid (#64) “European countries have looked at Russia and saying, oh, well,
Dr. Adam Simon, University of Michigan — The Copper Time Bomb (#63)
Youtube Twitter JOIN NOW Dr. Adam Simon, University of Michigan — The Copper Time Bomb (#63) “[…] what the data demonstrate is over the next
Mark Cutifani, Vale Base Metals — Leadership, Innovation and the Future of Mining (#62)
Youtube Twitter JOIN NOW Mark Cutifani, Vale Base Metals — Leadership, Innovation, and the Future of Mining (#62) “Understanding your resource, your mining methods, and
John Harpole, Mercator Energy — The Future of US Natural Gas (#61)
Youtube Twitter JOIN NOW John Harpole, Mercator Energy — The Future of US Natural Gas (#61) “From 2004 to 2023, global spending on wind and
Oskar Lewnowski, Orion Resource Partners — The Man Behind an $8 Billion Mining Investment Firm (#60)
As public markets plunge into increased volatility, private equity investing is delivering some of the highest returns for the investors. Understanding the Orion strategy will be critical to any resource investor looking to capitalize on the commodity boom currently underway.
A trade so obvious even the U.S. gov. can see it…
The number of active natural gas rigs in the United States has declined by more than 75% since 2014, resulting in U.S. gas production declining by more than 10% in the same period.
“There’s no easy mining left—not in Chile nor the rest of the world.”
If I had to choose one metal to own it would be copper. It’s essential to nearly everything, but more importantly we’re running out…
The Case for Oil & Gas Royalties
I recently invested into American Oil and Gas royalties. Here’s why: Exposure to energy; Exposure to the USA; Exposure to cash flow; Exposure to assets NOT listed on capital markets
BP & the 100 Year Showdown
In 1872 William Knox D’Arcy had the good sense to marry Elena Birkbeck of Rockhampton, the daughter of a successful mining engineer. After a decent legal career D’Arcy was launched into the world of speculating.
In this, it turned out, he had a special talent.
Is the World Short Oil & Gas?
Here are some headlines: Nord Stream 1 and 2 are down; US petroleum stocks are below the 5yr low; OPEC+ cuts production by 2million bbl/d
Silent Warnings in Real Estate
If you locked in a 30-year fixed mortgage rate on a $600,000 house at 2.6% interest rate in 2021 you have the same monthly mortgage payment as someone that just bought a $380,000 home at today’s 6.5% mortgage rate.
Friendly Fire
Have you ever wondered why we no longer invade middle eastern countries? I’ll give you a hint. It has nothing to do with Trump…
Which do you want to be?
Democrats passed the Inflation Reduction Act and it magically made inflation vanish, even before the bill was signed into law. This is how good the bill is, it retroactively reduced inflation.
Rates & the Market
Recently we discussed how, as the Fed raises rates, we expect the dollar to continue its move higher, and a subsequent rally in broader equity markets.
The USD
Last week we saw another MASSIVE inflation print as headline CPI reached a four-decade high: 9.1%
Fragile – handle with care
Today, the economy appears increasingly more fragile as the hours pass. Let’s discuss some of the pain points that are starting to show.
Real Assets are about to reign supreme.
Real Assets are about to reign supreme. “Real” assets are assets with an intrinsic physical value due to their substance.
A closer look.
I am not saying that a recession is imminent, but one may be lurking around the corner; and if it’s not a recession, it’s probably recession’s cousin stagflation.
Golden Shield – What a Result!!
Golden Shield drilled 50 m grading at 9.1 g/t gold at Mazaoa Hill, Marudi. This is possibly the best drill result that we have seen out of any Ri holding to date (rivaled only by Vizsla).
