Over an amazing 40+ career in the mining industry, Pierre Lassonde has pulled of a lot of incredible deals. I was lucky enough to sit down with this royalty streaming pioneer and another legend in the industry to hear some awesome stories of their younger days. (5 minute read).
Back in October, I published my thoughts on the oil market that differed from the conventional wisdom at the time. At the time, many oil market players had turned bullish because OPEC announced a major production cut. So, let's see what's changed since and how it effects our investments. (5 minute read).
As a large investor in the infinite resource space, I like seeing Buffett highlight how renewables can generate huge amounts of cheap power. In the past 20 years, renewable energy has gone from an expensive pipe dream to an amazing source of clean, cheap energy that can produce incredible returns for investors. But… two of Buffett’s statements are wrong. (6 minute read).
Attendees of the recent Vancouver Resource Investment Conference had the good fortune to hear to Frank’s current thoughts on the world… and where he is investing right now. My public interview with him was one of the conference’s highlights.
Northern Dynasty's Pebble Project is the focus of intense debate. It’s become one of the biggest stories in the natural resource industry. To give you an expert’s perspective on this debate, I sat down face to face and discussed Pebble with the legendary geologist David Lowell. (6 minute read).
You see, unlike most everyone who is now writing about Northern Dynasty, I owned this stock long before it became headline news. So, I may have unique insight on the situation that others do not. (4 minute read).