The “Perfect Shower” of Tomatoes
Today, we’ll talk about investor attitudes and one of the single MOST IMPORTANT rules in investing.
March 17, 20238 min read
Archive
Research
Apply this category to weekly KII.
Executive Comp Control
One thought I want everyone to try to think outside the box on—is executive compensation.
March 10, 20236 min read
Follow the Money: Climate Finance is Heating Up
One of the hottest segments of the venture capital market has been something you may not have expected.
March 3, 20235 min read
Private Equity Cash and Mining in 2023
2022 was a tough year for public stock markets, but Private Equity firms kept themselves busy.
February 24, 20237 min read
Opening up the Black Box: What is Private Equity?
One of the lesser-known market sectors of the investment world, Private Equity (PE) has long been a black box to the public at large.
February 17, 20236 min read
Move Over, Big Mac Index: The McCarbon Footprint Is Here
McDonald’s has been subjected to a UK mandate to reduce—and then eliminate—all carbon emissions.
February 10, 20235 min read
Strings Attached: The Fed’s Gold Valuation
The Fed Funds Rate is an important indicator because it provides insights into bank liquidity and has its strings all over the price of gold…
February 3, 20236 min read
Crossflation and the Fiat Money Fiasco
Marco Polo was skeptical of Kublai Khan’s grand scheme, and wrote of the consequences of this early experiment in currency inflation.
January 27, 20237 min read
The Name’s “Bond”
It is a fine line between the “pay me to wait” stage and the “risk on” stage. The Fed’s worst nightmare is a “double burst” of inflation…
January 20, 20236 min read
Sectors to Watch in 2023 Part 2: Lithium, Green Hydrogen, Uranium
This week I’ll detail several other sectors our team is researching and analysing closely for hidden gems.
January 13, 20237 min read
6 Sectors to Watch Close in 2023
Few sectors left 2022 unscathed, but several sectors are catching my attention for 2023 and beyond.
January 6, 20237 min read
Silver’s Bull Market Vengeance
As both market perceptions and monetary policy reverse, silver could be re-priced higher.
December 30, 20226 min read
